In This Topic
 |
Menu Code: BQL
Sales/Pricing - Sales |
A searchable list of quote lines.
Actions
| Action |
Description |
| Attachments |
View attachments for the selected customer |
Zoom Links
| Column |
Zoom Link |
| QuoteNo |
Quotes (QUO), for the selected quote |
| TermCode |
Payment Terms (TER), for the specified term |
| PriceBook |
Price Books (PBK), for the specified book |
| PromoCode |
Promotions (PRO), for the specified promotion |
| LeadName |
Sales Leads (LEA), for the specified lead |
| PartNo |
Item Master (ITM), for the selected item |
| DiscCode |
Discounts (DIS), for the selected discount |
Columns
| Index |
Visible |
Field Name |
Caption |
Usage / Description |
| 0 |
No |
QuoteLineID |
ID |
Quote Line Identification Number (Systemic) |
| 1 |
No |
QuoteID |
QuoteID |
Quote Identification Number (Systemic) |
| 2 |
Yes |
QuoteNo |
Quote |
Quote Number (Systemic) |
| 3 |
No |
CompCode |
Comp |
Company Code |
| 4 |
Yes |
QuoteStat |
S |
Quote Status: (D) Draft, (R) Released, (V) Revised, (X) Cancelled |
| 5 |
Yes |
QuoteStatDes |
Status |
Quote Status Description: (D) Draft, (R) Released, (V) Revised, (X) Cancelled |
| 6 |
Yes |
QuoteDate |
Date |
Quote Date |
| 7 |
No |
SortKey |
Sort |
Alternate Sort Key |
| 8 |
No |
BidItem |
BidItem |
Bid Item (Free Text) |
| 9 |
Yes |
PartNo |
Item |
Item Number |
| 10 |
Yes |
ItemDesc |
Item Description |
Line description |
| 11 |
Yes |
QtyOrd |
Ord |
Order Quantity |
| 12 |
Yes |
UoM |
UoM |
Unit of Measurement |
| 13 |
Yes |
UnitPrice |
Unit Price |
Unit Price Amount |
| 14 |
Yes |
LinePrice |
Line Price |
Quoted Line Amount |
| 15 |
Yes |
DiscCode |
Disc Code |
Discount Code |
| 16 |
Yes |
DiscAmt |
Disc Amt |
Discount Amount USD |
| 17 |
No |
Taxable |
Tax |
Taxable Checkbox (Green Check = True) |
| 18 |
No |
TaxAmt1 |
State Tax |
Tax Jurisdiction Amount 1 |
| 19 |
No |
TaxAmt2 |
County Tax |
Tax Jurisdiction Amount 2 |
| 20 |
No |
TaxAmt3 |
City Tax |
Tax Jurisdiction Amount 3 |
| 21 |
Yes |
TaxAmt |
Tax Amt |
Tax Amount |
| 22 |
No |
LeadId |
LeadID |
Sales Lead Identification Number (Systemic) |
| 23 |
Yes |
LeadName |
Lead Name |
Sales Lead Description (Title) |
| 24 |
Yes |
CustCode |
Customer |
Customer Code (AAANNN) |
| 25 |
No |
CustName |
Customer Name |
Customer Name |
| 26 |
No |
CustCity |
Cust City |
Customer City |
| 27 |
No |
CustState |
Cust St |
Customer State (2 Digit Code) |
| 28 |
No |
CustCountry |
Cust County |
Customer Country |
| 29 |
Yes |
ShipTag |
Ship Tag |
Ship To Address Code\Tag (Note: One customer may have many ship to locations = unique ship code\tag) |
| 30 |
No |
ShipName |
Ship Name |
Ship To Name |
| 31 |
Yes |
ShipCity |
Ship City |
Ship To City |
| 32 |
Yes |
ShipState |
Ship St |
Ship To State (2 Digit Code) |
| 33 |
No |
ShipCountry |
Ship Country |
Ship To Country |
| 34 |
Yes |
SalesRep |
Acct Mgr |
Account Manager (FOURA User ID) |
| 35 |
No |
SalesRepName |
Acct Mgr Name |
Account Manager Name |
| 36 |
No |
TermCode |
Terms |
Payment Terms Code [Edit via Payment Terms in Support Menu] |
| 37 |
No |
TermDes |
Terms Description |
Payment Terms Description [Edit via Payment Terms in Support Menu] |
| 38 |
Yes |
PriceBook |
Pricebook |
Price Book Code |
| 39 |
No |
BookName |
Pricebook Name |
Price Book Description |
| 40 |
Yes |
OrdType |
OT |
Order Type Code: May Be Different than Lead Type [Edit via Order Type in Support Menu] |
| 41 |
No |
OTDes |
OT Description |
Order Type Description |
| 42 |
Yes |
EstDelDate |
Deliver By |
Estimated Delivery Date |
| 43 |
No |
TaxRate |
Tax Rate |
Tax Rate |
| 44 |
Yes |
PromoCode |
Promo |
Promotion Code |
| 45 |
No |
PromDesc |
Promo Description |
Promotion Description |
| 46 |
Yes |
Signed |
Signed |
Signed Checkbox (Green Check = True) |
| 47 |
No |
QuoteDesc |
Quote Description |
Quote Description |
| 48 |
No |
SignedDate |
Signed Date |
Signed Date |
| 49 |
No |
WonLost |
WonLost |
Won or lost code/indicator (free text) |
Security
The following default roles can use this form:
| Role |
Allowed Actions |
| rl_User |
View |
See Also
