Field reference
Quotation
How to use Quotation 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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Quotation To, Date, Order Type, Company, Currency, Exchange Rate, Price List, Price List Exchange Rate, 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 Quotation 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
|
Quotation Toquotation_to | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Partyparty_name | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Datetransaction_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Valid Tillvalid_till | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Order Typeorder_type | Select Required | 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 |
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: Quotation |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Exchange Rateconversion_rate | Float Required | Rate at which customer's currency is converted to company's base currency |
Price Listselling_price_list | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Price List Currencyprice_list_currency | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Price List Exchange Rateplc_conversion_rate | Float Required | Rate at which Price list currency is converted to company's base currency |
Ignore Pricing Ruleignore_pricing_rule | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Scan Barcodescan_barcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Last Scanned Warehouselast_scanned_warehouse | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Quotation Item |
Total Quantitytotal_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Net Weighttotal_net_weight | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total (Company Currency)base_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Total (Company Currency)base_net_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Totalnet_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Categorytax_category | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Tax Category |
Sales Taxes and Charges Templatetaxes_and_charges | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Taxes and Charges Template |
Is customer exempted from sales tax?exempt_from_sales_tax | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Shipping Ruleshipping_rule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Shipping Rule |
Incotermincoterm | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Incoterm |
Named Placenamed_place | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Sales Taxes and Chargestaxes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Taxes and Charges |
Total Taxes and Charges (Company Currency)base_total_taxes_and_charges | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Taxes and Chargestotal_taxes_and_charges | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Grand Total (Company Currency)base_grand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounding Adjustment (Company Currency)base_rounding_adjustment | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounded Total (Company Currency)base_rounded_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
In Words (Company Currency)base_in_words | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Grand Totalgrand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounding Adjustmentrounding_adjustment | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounded Totalrounded_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Disable Rounded Totaldisable_rounded_total | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
In Wordsin_words | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Apply Additional Discount Onapply_discount_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Additional Discount Amount (Company Currency)base_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Coupon Codecoupon_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Coupon Code |
Additional Discount Percentageadditional_discount_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
Additional Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Referral Sales Partnerreferral_sales_partner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Partner |
Taxes and Charges Calculationother_charges_calculation | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Bundle Itemspacked_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Packed Item |
Pricing Rule Detailpricing_rules | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Detail |
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 |
Addressaddress_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
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 |
Contactcontact_display | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Mobile Nocontact_mobile | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Shipping Addressshipping_address_name | 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 |
Shipping Addressshipping_address | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company Address Namecompany_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 |
Company Addresscompany_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company Contact Personcompany_contact_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 |
Payment Terms Templatepayment_terms_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payment Terms Template |
Payment Schedulepayment_schedule | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Payment Schedule |
Termstc_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Term Detailsterms | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Auto Repeatauto_repeat | 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: Auto Repeat |
Letter Headletter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Group same itemsgroup_same_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Print Headingselect_print_heading | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Heading |
Print Languagelanguage | 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: Language |
Lost Reasonslost_reasons | Table MultiSelect Optional · Read-only | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Quotation Lost Reason Detail |
Competitorscompetitors | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Competitor Detail |
Detailed Reasonorder_lost_reason | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Sourceutm_source | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Source |
Mediumutm_medium | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Medium |
Campaignutm_campaign | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Contentutm_content | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Titletitle | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Opportunityopportunity | 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: Opportunity |
Supplier Quotationsupplier_quotation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Quotation |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Free Itemis_free_item | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Is Alternativeis_alternative | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Quantityqty | Float Required | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | 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: UOM |
UOMuom | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
UOM Conversion Factorconversion_factor | Float Required · Read-only | Enter a numeric value using the required unit and precision. |
Qty as per Stock UOMstock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Qty (Warehouse)actual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Qty (Company)company_total_stock | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Price List Rateprice_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Price List Rate (Company Currency)base_price_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Margin Typemargin_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Margin Rate or Amountmargin_rate_or_amount | Float Optional | Enter a numeric value using the required unit and precision. |
Rate With Marginrate_with_margin | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount (%) on Price List Rate with Margindiscount_percentage | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Distributed Discount Amountdistributed_discount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate With Margin (Company Currency)base_rate_with_margin | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Raterate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Ratenet_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amountamount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amountnet_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Item Tax Templateitem_tax_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Tax Template |
Rate (Company Currency)base_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Rate (Company Currency)base_net_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amount (Company Currency)base_net_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate of Stock UOMstock_uom_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Valuation Ratevaluation_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Gross Profitgross_profit | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Weight Per Unitweight_per_unit | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Weighttotal_weight | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Weight UOMweight_uom | 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: UOM |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Against Blanket Orderagainst_blanket_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Blanket Orderblanket_order | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Blanket Order |
Blanket Order Rateblanket_order_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Against Docnameprevdoc_docname | Dynamic Link Optional · Read-only | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Projected Qtyprojected_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Additional Notesadditional_notes | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sales Taxes and Charges — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Typecharge_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Reference Row #row_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Account Headaccount_head | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Descriptiondescription | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Is this Tax included in Basic Rate?included_in_print_rate | Check Optional | If checked, the tax amount will be considered as already included in the Print Rate / Print Amount |
Considered In Paid Amountincluded_in_paid_amount | Check Optional | If checked, the tax amount will be considered as already included in the Paid Amount in Payment Entry |
Is Tax Withholding Accountis_tax_withholding_account | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
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 |
Tax Raterate | Float Optional | Enter a numeric value using the required unit and precision. |
Account Currencyaccount_currency | 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: Currency |
Net Amountnet_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amounttax_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amounttax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amount (Company Currency)base_net_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_tax_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total (Company Currency)base_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amount (Company Currency)base_tax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Bundle Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Parent Itemparent_item | 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: Item |
Item Codeitem_code | 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: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Supplier delivers to Customerdelivered_by_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
From Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
To Warehouse (Optional)target_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Conversion Factorconversion_factor | Float Optional | Enter a numeric value using the required unit and precision. |
Qtyqty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Raterate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
UOMuom | 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: UOM |
Use Serial No / Batch Fieldsuse_serial_batch_fields | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
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 | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Batch Nobatch_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Batch |
Actual Batch Quantityactual_batch_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Actual Qtyactual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Projected Qtyprojected_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Ordered Qtyordered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Packed Qtypacked_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Requested Qtyrequested_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Incoming Rateincoming_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Picked Qtypicked_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Page Breakpage_break | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Pricing Rule Detail — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Pricing Rulepricing_rule | 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: Pricing Rule |
Item Codeitem_code | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Rule Appliedrule_applied | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Payment Schedule — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Payment Termpayment_term | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payment Term |
Descriptiondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Due Datedue_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Invoice Portioninvoice_portion | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Mode of Paymentmode_of_payment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Mode of Payment |
Due Date Based Ondue_date_based_on | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Credit Dayscredit_days | Int Optional · Read-only | Enter a whole-number value. |
Credit Monthscredit_months | Int Optional · Read-only | Enter a whole-number value. |
Discount Datediscount_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Discountdiscount | Float Optional | Enter a numeric value using the required unit and precision. |
Discount Typediscount_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Discount Validity Based Ondiscount_validity_based_on | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Discount Validitydiscount_validity | Int Optional · Read-only | Enter a whole-number value. |
Payment Amountpayment_amount | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Outstandingoutstanding | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Paid Amountpaid_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discounted Amountdiscounted_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Payment Amount (Company Currency)base_payment_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Outstanding (Company Currency)base_outstanding | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Paid Amount (Company Currency)base_paid_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Lost Reasons — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Quotation Lost Reasonlost_reason | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quotation Lost Reason |
Competitors — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Competitorcompetitor | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Competitor |
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.