Field reference
Supplier Quotation
How to use Supplier Quotation in Purchasing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Start with a material requirement, request supplier quotations, compare responses, issue a purchase order and receive the delivery. Record the purchase invoice and payment in Finance & Accounting after the appropriate checks.
This page is a record page in Supply Chain → Purchasing. 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, Supplier, Company, Date, Currency, 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 Supplier Quotation from Supply Chain → Purchasing, 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
|
Suppliersupplier | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Supplier Namesupplier_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
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. |
Quotation Numberquotation_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Portal bid receiptnexcom_supplier_bid | 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: NexCom Supplier Bid |
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 |
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 | Enter a numeric value using the required unit and precision. |
Price Listbuying_price_list | Link Optional | 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 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 |
Price List Exchange Rateplc_conversion_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Ignore Pricing Ruleignore_pricing_rule | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Supplier 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 |
Purchase 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: Purchase Taxes and Charges Template |
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. |
Purchase Taxes and Chargestaxes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase Taxes and Charges |
Taxes and Charges Added (Company Currency)base_taxes_and_charges_added | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Taxes and Charges Deducted (Company Currency)base_taxes_and_charges_deducted | 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 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. |
Taxes and Charges Addedtaxes_and_charges_added | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Taxes and Charges Deductedtaxes_and_charges_deducted | 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. |
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. |
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. |
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 Currencybase_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. |
In Wordsin_words | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Disable Rounded Totaldisable_rounded_total | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Taxes and Charges Calculationother_charges_calculation | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
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 |
Supplier Addresssupplier_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. |
Contact Emailcontact_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shipping Addressshipping_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 |
Shipping Address Detailsshipping_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company Billing Addressbilling_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 |
Billing Address Detailsbilling_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Terms Templatetc_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 |
Terms and Conditionsterms | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
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 | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
Is Subcontractedis_subcontracted | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
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 |
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 |
Item Nameitem_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Supplier Lead Time (days)lead_time_days | Int Optional | Enter a whole-number value. |
Expected Delivery Dateexpected_delivery_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Is Free Itemis_free_item | 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. |
Item Groupitem_group | 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 Group |
Brandbrand | 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: Brand |
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 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: 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. |
Price List Rateprice_list_rate | Currency Optional | 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 (%)discount_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. |
Raterate | Currency Optional | 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. |
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 Required · 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 Required · Read-only | 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. |
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. |
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. |
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. |
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 |
Material Requestmaterial_request | 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: Material Request |
Sales Ordersales_order | 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: Sales Order |
Request for Quotationrequest_for_quotation | 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: Request for Quotation |
Manufacturermanufacturer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Manufacturer |
Manufacturer Part Numbermanufacturer_part_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Purchase Taxes and Charges — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Consider Tax or Charge forcategory | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Add or Deductadd_deduct_tax | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
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 Tax Withholding Accountis_tax_withholding_account | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Allocate Full Amount to Stock Itemsallocate_full_amount_to_stock_items | Check Optional | If checked, the entire amount (e.g. Freight) is allocated to the valuation of stock & asset items only. If unchecked, the amount is distributed across all items and the portion belonging to non-stock items is not added to valuation. |
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 |
Tax Raterate | Float Optional | Enter a numeric value using the required unit and precision. |
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 |
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. |
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. |
Totaltotal | 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. |
Tax Amount After Discount Amountbase_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. |
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. |
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.