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Quote and Quote Product fields

  • May 15, 2013
  • 1 min read

Quote Product fields


Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record.

Display Name

Name (for SQL Querying)

Determined

Notes

Price Per Unit

priceperunit

Manually entered or determined from the catalog


Volume Discount

volumediscountamount

Calculated

Volume discount per unit; to get the total volume discount multiply by the quantity

Quantity

quantity

Manually entered


Amount

baseamount

Calculated

 quantity*(priceperunit - volumediscount)

Manual Discount

manualdiscountamount

Manually entered


Tax

tax

Manually entered

CRM does not auto calculate tax

Extended Amount

extendedamount

Calculated

After tax and all discounts: (basemount - manualdiscount + tax)

 quantity*(priceperunit - volumediscount) - manualdiscount + tax

Quote fields

Display Name

Name (for SQL Querying)

Determined

Notes

Total Detail Amount

totallineitemamount

Calculated

Sum of (Extended Amount

Quote Discount

discountamount

Manually entered

Discount applied at the quote level

Quote Discount (%)

discountamountpercentage

Manually entered

Calculated as percentage of totallineitemamount

Pre-Freight Amount

totalamountlessfreight

Calculated

(totallineitemamount  - (totaldiscountamount - totallineitemdiscountamount )

Freight Amount

freightamount

Manually entered


Total Tax

totaltax

Calculated

Sum of Tax amounts for all line items

Total Amount

totalamount

Calculated

(totalamountlessfreight + freightamount + totaltax)

Total Line Item Discount Amount

totallineitemdiscountamount

Calculated

Sum of Manual Discounts for all line items (does not include volume discounts)

Total Discount Amount

totaldiscountamount

Calculated

Sum of all discounts (excluding volume discounts)

(discountamount+totallineitemdiscountamount)

[1] In an out-of-the-box system, the word Total is not shown on the Quote Form

 
 
 

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