Installation Note
How to use Installation Note in Quotations & Sales Orders: access, working steps, fields, related records and troubleshooting.
Purpose and access
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
This page is a record page in Sales & Marketing → Quotations & Sales Orders. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Series, Customer, Territory, Installation Date, Company, Items.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Installation Note from Sales & Marketing → Quotations & Sales Orders, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Customer Addresscustomer_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Contact Personcontact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Namecustomer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Mobile Nocontact_mobile | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Contact Emailcontact_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Territoryterritory | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Installation Dateinst_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Installation Timeinst_time | Time Optional | Record the time in the format accepted by the field. |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Installation Note |
Remarksremarks | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Installation Note Item |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Serial and Batch Bundleserial_and_batch_bundle | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Serial and Batch Bundle |
Serial Noserial_no | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Installed Qtyqty | Float Required | Enter a numeric value using the required unit and precision. |
Descriptiondescription | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.