New Quotation
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Quotation Sequence
If you want to bundle them into the same slip, give the same order number.
It will considered part of the same slip based on the entered [Sequence] and [Batch Import Bundling Settings].
Character Limit: Up to 4 characters.
Date
Quotation date
If left blank, the current date will be used.
Customer/Vendor Code
Quotation Customer Code (Customer/Vendor Code from the ERP) / (Optional)
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Customer/Vendor Name
Quotation Customer Name (Customer/Vendor Name from the ERP) / (Optional)
If left blank, the customer/vendor name of the entered ERP's customer/vendor code will be used. The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
PIC
PIC Code (PIC Code from the ERP) / (Optional)
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Location-Out
Location-Out Code (Location Code from the ERP) / (Optional)
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Transaction Type
Enter a tax type code (Optional)
Refer to User Customization > Configuration > Function Setup > General tab > Tax Setup (Inv.) > by Transaction Type > Type Code. If left blank, the default tax type will be applied. The field must be set up in Inv. I > Sales > [Input menu for Sales Order, Quotation, Sales] > Option > Input Screen Setting > Top section.
Foriegn Currency Type
Foriegn Currency Type (Optional)
If it is set as a foreign transaction (Foreign type: 1), enter the foreign currency code.
F/X Rate
F/X Rate (Optional)
If it is set as a foreign transaction, enter the exchange rate. If left blank, the exchange rate of the entered ERP's foreign currency code will be used.
Ref.
Ref. Details (Optional)
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Payment Terms
Payment Terms (Optional)
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Expiration Date
Expiration Date (Optional)
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Item Code
Item Code (Item Code from the ERP)
Qty
Sales Order Quantity
Item Name
Item Name (Item Name from the ERP)
If left blank, the item name of the entered ERP's item code will be used.
Spec.
Specification (Spec. from the ERP)
If left blank the specification of the entered ERP's item code will be used. The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Aux. Qty
Enter only if using Aux. Qty.
(* if set up to use Base Qty. and Aux. Qty. in User Customization > Configuration > Function Setup > Inv. tab > Quantity Units > Aux. Qty. Mgmt. Status > Status of Apply Aux. Quantity.) The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Price
Quotation Price
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Price (Tax Included)
Tax Included Price
Enter the field if set up to use Price (Tax Included) in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab. The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Tax
Tax
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Pretax Amount (Base Currency)
Pretax Amount (Base Currency)
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Pretax Amount (Foreign Currency)
Pretax Amount (Foreign Currency)
If it is set as a foreign transaction, enter the foreign amount. The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Remarks
Remarks
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Add. Text Type (1~6)
Add. Text Type
Inv. > New Quotation > Option > Input Screen Setting > Bottom tab > Add. Text Type 1 Enter if in use The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Long Text Type1
Long Text Type 1
Enter the field if set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab. The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Quotation Number
Quotation Number
Enter it, If preset variable is [Set Manually] is set in User Customization > Setup > Function Setup > General Tab > Management No. > Inventory No. > Quotation No. > Preset Variable > Input Method.
Title
Title
Enter the field only if set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab > 'Title' Default setting > Designate Manually.
Project
Project Code
The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Top tab)
Mgmt. Field
Mgmt. Field Code
Amount(1~2)
Amount
Enter only if is active in Inv. >Quotation input screen > Option > Input Screen Setting > Amount (1~2) Bottom tab. The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
Remarks(1~3)
Remarks
Enter only if is active in Inv. >Quotation input screen > Option > Input Screen Setting > Remarks (1~3) Bottom tab. The field must be entered if set as [Required]. (Required status can be set up in Inv. I > Sales > New Quotation > Option > Input Screen Setting > Bottom tab)
