Sales Quote

Field Label	Field Level Help
Alternate Shipping	Defined on the Customer Account record. Used if the Ship-to Address is different from the Bill-to Address.
Bill-to Blocked	Indicates if the Bill-to Customer is blocked. Defined on the Customer Account.
Bill-to Customer	The Customer responsible for payment.
Billing City	The Bill-to Customer City or the Alternate Bill-to City if not blank.
Billing Contact	The Bill-to Customer Contact or the Alternate Bill-to Contact if not blank.
Billing Country	The Bill-to Customer Country or the Alternate Bill-to Country if not blank.
Billing Postal Code	The Bill-to Customer Postal Code or the Alternate Bill-to Postal Code if not blank.
Billing State	The Bill-to Customer State or the Alternate Bill-to State if not blank.
Billing Street	The Bill-to Customer Street Address or the Alternate Bill-to Street Address if not blank.
Currency	The Currency defined for the Sales Quote.
Currency Factor	The conversion factor from the Currency on the Quote to the Default Currency defined on the Company Setup Record.
Cust. PO No.	External reference number used by the Customer that placed the order being shipped.
Description	The Description of the Sales Quote.
Document Status	Automatically populated by GoldFInch. Possible values: Open or Order Created.
Due Date	This is the date when the quote expires
GL Ledger	GL Ledger for the transaction. Default is blank.
Import Sales Order	The Import Sales Order record associated with the Sales Order.
Keep Prices when Convert	Indicates if prices should be kept upon converting the Sales Quote to a Sales Order.
No. of Lines	The total number of lines from all sales lines.
Order Date	The creation date of the associated Sales Order.
Payment Discount %	The Payment Discount % to be applied if payment is received before the Payment Discount Date.
Payment Discount Date	The payment cutoff date for receiving a Payment Discount.
Payment Term	The Payment Term for the quote.
Printable Billing Address	Aggregation of all Bill-to fields. Used to create a formatted billing address.
Printable Shipping Address	Aggregation of all Ship-to fields. Used to create a formatted shipping address.
Project	The Project associated with the quote.
Quote Amount	Sum of the Line Amount field on all associated Sales Quote Lines.
Quote Amt Incl. Tax	Sum of the Line Amt Incl. Tax field on all associated Sales Quote Lines.
Quote Date	The creation date of the Sales Quote.
Quote Discount	Sum of the Discount field on all associated Sales Quote Lines.
Quote Lines	The total number of associated Sales Quote Lines.
Quote Profit	Sum of the Line Profit field for all associated Sales Quote Lines.
Quote Profit %	Quote Profit / Quote Amount if Quote Amount is not 0.
Quote Quantity	Sum of the Quantity field on all associated Sales Quote Lines.
Quote Tax	Sum of the Tax field on all associated Sales Quote Lines.
Sales Rep	The internal Sales Rep responsible for the quote.
Sell-to Blocked	Indicates if the Sell-to Customer is blocked. Defined on the Customer Account.
Sell-to Customer	The Customer receiving the quote.
Shipping Agent	The courier used for the shipment.
Shipping Agent Service	The service to use when shipping the goods.
Shipping City	The Sell-to Customer City or the Alternate Ship-to City if not blank.
Shipping Contact	The Sell-to Customer Contact or the Alternate Ship-to Contact if not blank.
Shipping Country	The Sell-to Customer Country or the Alternate Ship-to Country if not blank.
Shipping Postal Code	The Sell-to Customer Postal Code or the Alternate Ship-to Postal Code if not blank.
Shipping State	The Sell-to Customer State or the Alternate Ship-to State if not blank.
Shipping Street	The Sell-to Customer Street Address or the Alternate Ship-to Street Address if not blank.
Tax Area	The Sell-to Customer Tax Area or the Alternate Ship-to Tax Area if not blank.
Tax Liable	Indicates if the Customer is liable for tax.
Warehouse	The shipping Warehouse.