Definition of Grid: The Active Quotes Grid is a collection of all quotes that are marked as Valid regardless if they are expired or not | |
Column Name | Definition |
BillToAttention | Contact name of person sending billing invoice to |
BillToCompany | Where you are sending the Billing Invoice to |
BillToLocation | Location name in Company Information of Bill To Company record |
BillToMain Fax | Fax number of Bill To Company |
BillToMain Phone | Phone number of Bill To Company |
BillToMarket Type | The Market Type drop down assigned to the Bill To Company Information/record |
Cancelled | If the project was cancelled through the Project > Cancel This Project |
CancelledBy | Name of user who cancelled the project |
CancelledDate | Date the project was cancelled |
CancelledReason | Reason the porject was cancelled |
Ceiling | The Commission Plan ceiling. Configured in the Administrator Application |
ConfirmedWith | Person who signed quote or who authorized order, pulls from Order Entry |
ContractType | The type of contract with the customer, pulls from Order Entry |
CorporateDivisionID | The ID of the corporate division that this project is under. Used to pull the corporate division name |
CreateDate | Date of quote creation |
CreatedBy | User name who created quote |
CustomerPO | The customer PO number, set in the Order Entry module |
DecisionDate | The decision date assigned in the Project Information module |
DeliverToAttention | The Attention To for the Deliver To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
DeliverToCompany | The Company Name for the Deliver To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
DeliverToLocation | The Location (City, Area, or other naming scheme to separate multiple locations for the same company) for the Deliver To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
DeliverToMain Fax | The Fax Number for Deliver To on this specific quote. Set in the company information screen when creating the company - entered on quote, then pulled through to Order Entry/Invoice |
DeliverToMain Phone | The Phone Number for Deliver To on this specific quote. Set in the company information screen when creating the company. Entered on Quote, then pulled through to Order Entry/Invoice |
DiscretionaryTax | The Discretionary Tax amount on the quote/option. Only applicable to some states. |
DiscretionaryTaxCredit | The Discretionary Tax * The Salesperson Sales Credit on the project |
EstCommCost | The cost (sum) based on the BOM where the line item is marked commissionable |
EstCommMargin | The sum of profit in the BOM Module for the specific quote/option that is commissionable |
EstCommProfit | The sum of profit in the BOM Module for the specific quote/option that is commissionable |
EstCommRate | The average commission rate in the BOM module for the specific quote/option |
EstCommSale | The sell (sum) based on the BOM where the line item is marked commissionable |
EstimatedCommission | The sum of Commission based on the BOM |
EstimatedCost | The sum of cost in the BOM Module for the specific quote/option |
EstimatedLaborCost | The cost in the BOM where the product type is a Labor Product Type for the specific quote/option. Labor Product Types can be configured in Tools > Configure Labor Product Types |
EstimatedLaborSale | The sell in the BOM where the product type is a Labor Product Type for the specific quote/option. Labor Product Types can be configured in Tools > Configure Labor Product Types |
EstimatedNonCommCost | The cost (sum) based on the BOM where the line item is not marked commissionable |
EstimatedNonCommSale | The sell (sum) based on the BOM where the line item is not marked commissionable |
EstimatedSale | The sum of sale in the BOM Module for the specific quote/option |
ExpiresOn | The last date quote is valid for. Quote expiration date |
Floor | The commission plan floor. Configured in the Administrator Application. |
GSA | Checkbox indicating the project is a Direct Bill, pulls from Project Information module |
InstallToAttention | The Attention To for the Install To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
InstallToCompany | The Company Name for the Install To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
InstallToLocation | The Location (City, Area, or other naming scheme to separate multiple locations for the same company) for the Install To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
InstallToMain Fax | The Fax Number for Install To on this specific quote. Set in the company information screen when creating the company - entered on quote, then pulled through to Order Entry/Invoice |
InstallToMainPhone | The Phone Number for Install To on this specific quote. Set in the company information screen when creating the company. Entered on Quote, then pulled through to Order Entry/Invoice |
Last Modified By | The name of user who made changes to the quote last |
Last Modified Date | The last time the quote was changed |
Last Print Date | The last time the quoted was printed |
Last Printed By | The name of the user who printed the quote last |
LastStatusChangeDate | The date on which the project status was last changed. The status should be changed automatically based on action items (setup in administrator), but can also be manually changed. |
MostLikely | Checkbox indicating the option(s) on this quote will most likely be ordered |
OrderBook Date | The date the order was booked on in the Order Entry module |
OrderInvoiceDate | The date the order was invoiced on. Found in the order entry module |
OrderName | The name of the order, set in the Order Entry module |
OrderNote | The Order Note entered in the Order Entry window |
OrderStatus | The Status of the order. This is a manual and an automated change. You can and should have the status change based on Workflow , Action Items being checked out and completed. You can include the manual update of the status in your workflow as Completion Tasks on Action Items. This will help you better manage where an order is at in the process. |
OrderType | The type of order, based on the order entry module "Order Type" drop down |
PrimaryContact | The name of the Primary Contact from the Project Information screen |
PrimaryContactCompany | The company the Primary Contact is associated with |
PrimaryContactDirectPhone | The direct phone number of the Primary Contact |
PrimaryContactEmail | The email address of the Primary Contact |
PrimaryContactMainPhone | The main phone of the Primary Contact |
PrimaryContactMobilePhone | The mobile phone of the Primary Contact |
Priority | The priority field in the View Quotes tab. This allows you to assign a sort order to the quotes in the window. |
Probability | Probaility %assigned in the Project Information module |
ProjectContactType | The Project Contact Type from the primary contact on the project (drop down that is project-specific and can be changed accordingly as necessary) |
ProjectID | The Project number |
ProjectName | The Project Name, pulls from Project Information (Best practice is to put the Company name plus Project name i.e. Bank of Texas - Global Task Chairs for Office 101) |
ProjectOrderID | The Order ID of the particular order |
ProjectQuoteID | The Quote Number of quote, pulls from Bill of Materials / Quote module in View Quotes tab |
ProjectStatus | The Project Status, pulls from Project Information. This is a manual and an automated change. You can and should have the status changed based on Workflow, Action Items being check out and completed. You can include the manual update of the status in your workflow as a Completion Task. |
ProjectType | The Project Type, pulls from Project Information (The Project Type defines workflow/Action Items) |
QuoteDescription | Description of quote typed in the View Quotes module |
QuoteName | Name of quote which is automatically the same as the option name from the BOM when initially creating a quote by flipping to the View Quotes tab, but can be manually changed |
QuotePrintType | Type of quote (Line Item or Phase) that is being printed |
RequestedComplete | The date that the order installation is requested to be completed on. Set in the Order Entry module. |
RequestedInstallStart | The date that the order installation is requested to be started on. Set in the Order Entry module. |
RequestedShip | The date that should be requested of the vendor for when product should be shipped. Set in the Order Entry Module |
Saleprice | The sell (sum) which does not include any tax amount based on the BOM |
SalePriceCredit | The Sale Price * The Salesperson Sales Credit on the project |
SalesCredit | The percent of sales credit/commission for the salesperson on the project |
Salespeople | A list of all salespeople on the project |
Salesperson | Salesperson assigned as the primary salesperson to the project in the Project Information Window |
SalesTax | The tax (sum) based on the BOM |
SalesTaxCredit | The Sales Tax * The Salesperson Sales Credit on the project |
Ship To Main Fax | The Fax Number for Ship To on this specific quote. Set in the company information screen when creating the company - entered on quote, then pulled through to Order Entry/Invoice |
ShipToAttention | The Attention To for the Ship To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
ShipToCompany | The Company Name for the Ship To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
ShipToLocation | The Location (City, Area, or other naming scheme to separate multiple locations for the same company) for the Ship To on this specific quote. Entered on the Quote, then pulled through to Order Entry/Invoice |
ShipToMainPhone | The Phone Number for Ship To on this specific quote. Set in the company information screen when creating the company - entered on quote, then pulled through to Order Entry/Invoice |
ShipVia | What you would like to ship product by, pulls from order entry |
StatusChangeDays | The number of days since the last status change on the project |
SubmittedToCustomer | The date of when the quote was proposed/submitted to the customer which can be manually added in the View Quotes module |
TeamMembers | The Team Members on the project, pulls from Project Information |
TermsOfSale | The terms of sale for the invoice .Pulls from the Invoice module |
UseProfitMargin | Pulls from the Vendor company record for Direct Bill vendors. Used to set the Vendor Commission to the profit margin on each line item |
Valid | Field from the View Quotes tab in the Bill of Materials / Quotes module of a project and indicates quote is current and relevant |
ValidOptionsCount | The number of options checked off for specific quote |
General
Content
Integrations