Menu Code: BQU Sales/Pricing - Sales

A searchable list of Quotes (headers).

Actions

Action	Description
Attachments	View attachments for the selected customer

Zoom Links

Column	Zoom Link
QuoteNo	Quotes (QUO), for the selected quote
CustCode	Customers (CUS), for the specified customer
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

Columns

Index	Visible	Field Name	Caption	Usage / Description
0	No	QuoteID	ID	Quote Identification Number (Systemic)
1	Yes	QuoteNo	Quote	Quote Number (Systemic)
2	No	CompCode	Comp	Company Code
3	No	BUnit	BUnit	Business Unit or Division [Edit via Possible Values List = Bunit]
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	Yes	ExpireDate	Expires	Quote Expiration Date (End)
8	Yes	QuoteDesc	Description	Quote Description
9	No	LeadId	LeadId	Sales Lead Identification Number (Systemic)
10	Yes	LeadName	Lead	Sales Lead Description (Title)
11	Yes	PromoCode	Promo	Promotion Code
12	No	PromoDesc	Promo Desc	Promotion Description
13	No	EstimatorName	Estimator	Estimator Name
14	Yes	CustCode	Cust	Customer Code (AAANNN)
15	Yes	CustName	Cust Name	Customer Name
16	No	CustCity	Cust City	Customer City
17	No	CustState	CST	Customer State (2 Digit Code)
18	No	CustCountry	Cust Country	Customer Country
19	Yes	ShipTag	Ship Tag	Ship To Address Code\Tag (Note: One customer may have many ship to locations = unique ship code\tag)
20	Yes	ShipName	Ship Name	Customer Ship To Name
21	Yes	ShipCity	Ship City	Ship To City
22	Yes	ShipState	SST	Ship To State (2 Digit Code)
23	No	ShipCountry	Ship Country	Ship To Country
24	No	SalesRep	Acct Mgr	Account Manager (FOURA User ID)
25	Yes	SalesRepName	Acct Mgr Name	Account Manager Name
26	No	TermCode	Terms	Payment Terms Code [Edit via Payment Terms in Support Menu]
27	No	TermDes	Terms Des	Payment Terms Description [Edit via Payment Terms in Support Menu]
28	Yes	PriceBook	PBook	Price Book Code
29	No	BookName	PBook Name	Price Book Description
30	Yes	OrdType	OT	Order Type Code: May Be Different than Lead Type [Edit via Order Type in Support Menu]
31	No	OTDes	OT Des	Order Type Description
32	Yes	EstDelDate	Deliver By	Estimated Delivery Date
33	Yes	LineCount	Lns	Quote Line Count
34	No	TotSale	Gross	Gross Total Sale
35	No	TotShip	Freight	Freight Amount
36	No	TotDisc	Discount	Total Discount Amount USD
37	No	SubTotal	SubTotal	Quote pre-tax subtotal including sale, discount and freight
38	No	TotTax	Tax	Quoted Tax Amount
39	Yes	TaxRate	Tax Rate	Tax Rate Percentage
40	Yes	TotAmt	Total	Total Net Sale Amount
41	No	AddDate	Added	Add Date
42	No	AddWho	Add Who	Record Added by Who (FOURA User ID)
43	Yes	Signed	Signed	Signed Checkbox (Green Check = True)
44	Yes	SignedDate	Sign Date	Signed Date
45	No	FollowUpDate	FollowUp Date	Quote Follow-up date
46	No	Submitted	Submitted	Submitted (Green Check = True)
47	No	QuoteValue	QuoteValue	Quote Value (PV)
48	No	QuoteValueName	QuoteValueName	Quote Value Name
49	Yes	QuoteType	QuoteType	Quote Type (PV)
50	No	QuoteTypeName	QuoteTypeName	Quote Type Name
51	No	Probability	Prob	Calculated probability of the quote becoming a sales order and generating revenue
52	No	AgeDays	AgeDays	The Number of Days from when the document was created until aging stopped
53	No	AgeStopDate	AgeStopDate	The date when aging stopped (Quote won/lost)

Security

The following default roles can use this form:

Role	Allowed Actions
rl_User	View