Sales Quote Line
Field Label | Field Level Help | |
Catch Weight | Indicates whether or not the Line Item is a Catch Weight Item. | |
Conversion | The conversion factor of the Unit of Measure on the Sales Quote Line to the Item’s Base Unit of Measure. | |
Currency Factor | The conversion factor from the Currency on the Quote Line to the Default Currency defined on the Company Setup Record. | |
Customer PO No. | Populated with Cross Reference No. defined for the Customer and the Item. | |
Description | The Description of the line Item. Can be changed manually. | |
Discount | The Discount amount for the Sales Quote Line. | |
Discount By | Determines which Discount field should be used. Possible values: % or Unit. | |
Discount Per | The Discount amount for the Sales Quote Line calculated as a percent. | |
Import Sales Line | The Import Sales Line Record associated with the Quote Line. | |
Item | The Item selected for quote. | |
Item Blocked | Indicates if the Item is Blocked. Defined on the Item record. | |
Item Type | Either Inventory or Service. Defined on the Item record. | |
Item UOM Not Sellable | Indicates if the selected Unit of Measure is not allowed for sale. | |
Line Amount | The total Line Amount of the Sales Quote Line (excluding tax). | |
Line Amt Incl. Tax | The total Line Amount of the Sales Quote Line (including tax). | |
Line Cost | Unit Cost x Quantity | |
Line Discount | The Line Discount Amount as defined on the Sales Discount record for the selected Account. | |
Line No. | Automatically assigned by GoldFinch. This field is incremented by one with each new Line. | |
Line Profit | Line Amount – Line Cost | |
Lot Tracked | Indicates if the Item is Lot Tracked. Defined on the Item record. | |
Promotion Line | The Promotion Line associated with the Sales Quote Line. Based on multiple criteria such as Sell-to Customer, Quote Date, and Item Category. | |
Qty. Base | Quantity converted to the Item’s Base Unit of Measure. | |
Quantity | The quoted Quantity. | |
Quote Date | The creation date of the Sales Quote Line. Defaults from the Sales Quote record. | |
Sales Price | The Sales Price record defined for the selected combination of Account, Item, and Unit of Measure. | |
Sales Quote | The Sales Quote No. associated with the Sales Quote Line. | |
Serial Tracked | Indicates if the Line Item is Serial Tracked. | |
Tax | The total Tax Amount for the Sales Quote Line. | |
Tax % | Populated by GoldFinch based on the Tax Area on the Sales Quote record and the Tax Group of the Line Item. | |
Tax Group | The Tax Group for the Line Item. Possible values: Material, Labor, Freight, or NoTax. | |
Unit Cost | The Unit Cost of the Line Item. | |
Unit of Measure | The Unit of Measure selected for the Line Item. | |
Unit Price | The Unit Price of the Line Item. | |
Warehouse | The shipping Warehouse. |