Sales Quotes

Approves the quote (that is, changes its status to Approved); it can then be printed or sent to the customer.

This command is available if the quote has the Pending Approval status.

This command appears on the More menu only if a quote approval map is specified on the General tab of the Customer Management Preferences (CR101000) form and the following features are enabled on the Enable/Disable Features (CS100000) form:

• Approval Workflow
• Sales Quotes

If you are specified as an approver in the approval map for sales quotes on the form Approval Maps (EP205015) form, a reason for rejection is required or optional, and you click this command, the system opens the Enter Reason dialog box, in which you specify a reason to complete the quote approval. For more information, see Approval Configuration: Approval Maps.

Opens the Create Invoice dialog box, in which you can specify the basic settings the system will use to create a new invoice based on the quote.

This command is available for a quote with the Draft, Prepared, Sent, or Approved status.

If you save the invoice that the system opens on the Invoices and Memos (AR301000) form, the status of the primary quote will be changed to Converted.

Opens the Create Sales Order dialog box, in which you can specify the basic settings the system will use to do the following:

• Create a new customer if the selected business account has the Business Account type
• Create a new sales order based on the quote

If your user account does not have the appropriate access rights to create a customer, when you click this command, an error is displayed indicating that you do not have access rights to create a customer and should contact a system administrator.

If you save the sales order that the system opens on the Sales Orders (SO301000) form, the status of the primary quote will be changed to Converted.

This command is available for a quote with the Draft, Prepared, Sent, or Approved status.

Changes the status of the quote to Draft.

This command appears on the More menu if the status of the associated opportunity is New or Open and the quote has one of the following statuses: Prepared, Pending Approval, Approved, Rejected, Declined, Sent, or Accepted.

Changes the status of the quote to Accepted.

This command appears on the More menu if the quote has the Prepared, Approved, or Sent status.

This command is available if the quote has the Prepared, Approved, Sent, Declined, or Converted status.

Changes the status of the quote to Converted in either of the following cases:

• You have manually changed the status of the of the quote to Converted.
• You have converted the quote to a sales order or invoice.

This command appears on the More menu if the quote has the Prepared, Approved, Sent, Accepted, or Declined status.

This command is available if the quote has the Prepared, Approved, Sent, or Accepted status.

Changes the status of the primary quote to Declined.

This command appears on the More menu if the quote has the Prepared, Approved, Sent, Accepted, or Converted status.

This command is available if the quote has the Prepared, Approved, Sent, or Accepted status.

Opens the Sales Quote (CR604500) report with a print-friendly version of the selected quote.

This command is available if the quote has the Prepared, Approved, Sent, Accepted, Converted, or Declined status.

Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.

This command appears only if a quote approval map is specified on the General tab of the Customer Management Preferences (CR101000) form and the following features are enabled on the Enable/Disable Features (CS100000) form:

• Approval Workflow
• Sales Quotes

Opens the Recalculate Prices dialog box so that you can update prices and discounts for the quote.

This command is available if the quote has the Draft, Approved, Sent, or Accepted status.

Rejects the quote; an employee can then edit the quote and submit it for approval again. When you click this command, the system changes the status of the quote to Rejected.

This command is available for a quote with the Pending Approval status.

This command appears on the More menu only if a quote approval map is specified on the General tab of the Customer Management Preferences (CR101000) form and the following features are enabled on the Enable/Disable Features (CS100000) form:

• Approval Workflow
• Sales Quotes

If you are specified as an approver in the approval map for sales quotes on the Approval Maps (EP205015) form, a reason for rejection is required or optional, and you click this command, the system opens the Enter Reason dialog box, in which you specify a reason to complete the quote rejection. For more information, see Approval Configuration: Approval Maps.

Changes the status of the primary quote to Prepared or to Pending Approval (if an approval workflow for sales quotes has been configured).

This command appears on the More menu only if a quote approval map is specified on the General tab of the Customer Management Preferences (CR101000) form and the following features are enabled on the Enable/Disable Features (CS100000) form:

• Approval Workflow
• Sales Quotes

This command is available only if the quote has the Draft status, and the status of the associated opportunity is New or Open.

Creates an email activity to which a print-friendly version of the selected quote is attached, sends the email to the customer, and changes the status of the quote to Sent.

This command is available if the quote has the Prepared, Approved, or Sent status, as well as if the quote has the Draft status and the approval workflow for quotes has not been configured.

The system generates the email in accordance with the customer management mailing settings. For details about mailing settings for sales quotes, see Opportunity Management: Sales Quotes.

Defines the quote as primary for the associated opportunity. As a result, the following settings are copied from the quote to the opportunity: the list of products or services, the currency and the currency rates, the location, and the tax and discount details.

This command is available only if the status of the associated opportunity is New or Open.

Validates the addresses specified for the document on the Contact, Financial, and Shipping tabs through integration with a specialized third-party software or service.

This command appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The line or lines for which prices and discounts are calculated.

You can select one of the following options:

• Current Line To recalculate prices and discounts for the selected line of the document
• All Lines: To recalculate prices and discounts for all lines of the document

A check box that indicates (if selected) that when you click OK, the system does the following for the selected line or all lines (depending on the option selected in the Recalculate box):

• Updates the item price with the current price if the price has been changed on the Sales Prices (AR202000) form.
• Checks whether the state of the Ignore Automatic Line Discounts check box for the item price has been changed on the Sales Prices (AR202000) form. If it has, the system does the following:
  • If it has been selected, removes the automatic line discounts from the selected line or all lines
  • If it has been cleared, applies the automatic line discounts to the selected line or all lines

A check box that indicates (if selected) that the system must replace the prices that have been modified manually in the Unit Price or Ext. Price column with the current prices if they have changed. After the manual prices are overridden in the document, the system clears the Manual Price check boxes in the appropriate document lines.

The check box is available if the Set Current Unit Prices check box is selected.

A check box that indicates (if selected) that when you click OK, the system will recalculate and apply only the discounts (without checking for changes in the item prices) for the selected line or all lines if both of the following conditions are met:

• The Set Current Unit Prices check box is cleared in the dialog box.
• The Ignore Automatic Line Discounts check box is cleared for the selected line or all lines on the current form.

If the check box is cleared, any manual discounts will remain unchanged in the document.

A check box that indicates (if selected) that when you click OK, the system will remove the manual line discounts for the selected line or all lines (depending on the option selected in the Recalculate box of the dialog box) if the Ignore Automatic Line Discounts check box is selected for the line. If the Ignore Automatic Line Discounts check box is cleared for the line or lines, after removing the manual discounts, the system will search for the applicable automatic line discounts and apply any discounts that it finds.

If the check box is cleared, any manual line discounts will remain unchanged in the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that when you click OK, the system will remove any manual group and document discounts from the document, and will search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the document, and the system will apply automatic group and document discounts to the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that when you click OK, the system does the following for each line of the new document:

• Replaces the item price with the current price if the price has been changed on the Sales Prices (AR202000) form.
• Checks whether the state of the Ignore Automatic Line Discounts check box for the item price has been changed on the Sales Prices form. If it has, the system does the following:
  • If the check box has been selected, removes the automatic line discounts
  • If the check box has been cleared, applies the automatic line discounts

A check box that indicates (if selected) that the system must update the prices that have been modified manually in the Unit Price or Ext. Price column with the current prices if they have changed. After the manual prices are overridden in the document, the system clears the Manual Price check boxes in the appropriate document lines.

This check box is available only if the Recalculate Prices check box is selected.

A check box that indicates (if selected) that when you click OK, the system will recalculate and apply to the new document only the discounts (without checking for changes in the item prices) for each line if both of the following conditions are met:

• The Recalculate Prices check box is cleared in the dialog box.
• The Ignore Automatic Line Discounts check box is cleared for the line on the current form.

If the check box is cleared, the system will leave the manual discounts unchanged.

A check box that indicates (if selected) that when you click OK, the system will remove from the new document the manual line discounts for lines with the Ignore Automatic Line Discounts check box selected. If the Ignore Automatic Line Discounts check box is cleared for any line, after removing the manual discount, the system will search for the applicable automatic line discounts and apply any that it finds.

If the check box is cleared, any manual line discounts will remain unchanged in the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that for the new document, the system should cancel any manual group and document discounts applied to the existing document and search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the new document, and the system will apply automatic group and document discounts to the new document.

This check box is available only if the Recalculate Discounts check box is selected.

Required. The number of the document, which you enter manually.

This box appears in the dialog box if on the Numbering Sequences (CS201010) form, the Manual Numbering check box is selected for the ARINVOICE numbering sequence. (It is ARINVOICE by default, but can be overridden.)

Defines the selected quote as the primary quote for the specified opportunity. As a result, the following settings are copied from the quote to the opportunity: the list of products or services, the currency and the currency rate, the location, and the tax and discount details.

The check box is available only if the Primary check box in the Summary area is cleared.

A check box that indicates (if selected) that when you click OK, the system does the following for each line of the new document:

• Replaces the item price with the current price if the price has been changed on the Sales Prices (AR202000) form.
• Checks whether the state of the Ignore Automatic Line Discounts check box for the item price has been changed on the Sales Prices form. If it has, the system does the following:
  • If the check box has been selected, removes the automatic line discounts
  • If the check box has been cleared, applies the automatic line discounts

A check box that indicates (if selected) that the system must update the prices that have been modified manually in the Unit Price or Ext. Price column with the current prices if they have changed. After the manual prices are overridden in the document, the system clears the Manual Price check boxes in the appropriate document lines.

This check box is available only if the Recalculate Prices check box is selected.

A check box that indicates (if selected) that when you click OK, the system will recalculate and apply to the new document only the discounts (without checking for changes in the item prices) for each line if both of the following conditions are met:

• The Recalculate Prices check box is cleared in the dialog box.
• The Ignore Automatic Line Discounts check box is cleared for the line on the current form.

If the check box is cleared, the system will leave the manual discounts unchanged.

A check box that indicates (if selected) that when you click OK, the system will remove from the new document the manual line discounts for lines with the Ignore Automatic Line Discounts check box selected. If the Ignore Automatic Line Discounts check box is cleared for any line, after removing the manual discount, the system will search for the applicable automatic line discounts and apply any that it finds.

If the check box is cleared, any manual line discounts will remain unchanged in the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that for the new document, the system should cancel any manual group and document discounts applied to the existing document and search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the new document, and the system will apply automatic group and document discounts to the new document.

This check box is available only if the Recalculate Discounts check box is selected.

This section consists of the following elements.

Required. The type of the order to be created, which is one of the predefined or custom order types that have been created on the Order Types (SO201000) form. The list of order types is filtered to display the types with the following automation behaviors:

• Sales Order (default): Documents of this type are created to record customer requests to purchase goods and are used to prepare shipments.
• Invoice: Documents of this type are used to bill a customer for shipped goods.
• Blanket Order: Documents of this type are used to record planned sales of large quantities of items according to a long-time agreement between the selling and purchasing companies.
• Quote: Documents of this type are used to register a customer's intention to buy goods in the specified quantity, on the specified date, and at the specified price.

Required. The number of the document, which you enter manually.

The box appears in the dialog box if on the Numbering Sequences (CS201010) form, the Manual Numbering check box is selected for the SOORDER numbering sequence.

Defines the selected quote as the primary quote for the opportunity. As a result, the following settings are copied from the quote to the opportunity: the list of products or services, the currency and the currency rates, the location, and the tax and discount details.

The check box is available and selected by default only if the Primary check box in the Summary area is cleared for the quote.

A check box that indicates (if selected) that when you click OK, the system does the following for each line of the new document:

• Replaces the item price with the current price if the price has been changed on the Sales Prices (AR202000) form.
• Checks whether the state of the Ignore Automatic Line Discounts check box for the item price has been changed on the Sales Prices form. If it has, the system does the following:
  • If the check box has been selected, removes the automatic line discounts
  • If the check box has been cleared, applies the automatic line discounts

A check box that indicates (if selected) that the system must update the prices that have been modified manually in the Unit Price or Ext. Price column with the current prices if they have changed. After the manual prices are overridden in the document, the system clears the Manual Price check boxes in the appropriate document lines.

This check box is available only if the Recalculate Prices check box is selected.

A check box that indicates (if selected) that when you click OK, the system will recalculate and apply to the new document only the discounts (without checking for changes in the item prices) for each line if both of the following conditions are met:

• The Recalculate Prices check box is cleared in the dialog box.
• The Ignore Automatic Line Discounts check box is cleared for the line on the current form.

If the check box is cleared, the system will leave the manual discounts unchanged.

A check box that indicates (if selected) that when you click OK, the system will remove from the new document the manual line discounts for lines with the Ignore Automatic Line Discounts check box selected. If the Ignore Automatic Line Discounts check box is cleared for any line, after removing the manual discount, the system will search for the applicable automatic line discounts and apply any that it finds.

If the check box is cleared, any manual line discounts will remain unchanged in the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that for the new document, the system should cancel any manual group and document discounts applied to the existing document and search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the new document, and the system will apply automatic group and document discounts to the new document.

This check box is available only if the Recalculate Discounts check box is selected.

This section appears in the dialog box only if the selected business account has the Business Account type—that is, if the business account has not been extended as customer. The section contains the following elements.

Required. The customer class that the customer will belongs to. The list of classes available in this box is restricted based on the roles assigned to the signed-in user.

By default, the system inserts the default customer class that has been specified on the General tab (Data Entry Settings section) of the Accounts Receivable Preferences (AR101000) form, if one has been specified.

This box is not available if an error message is displayed in the dialog box.

The email address of the business account.

The system inserts the existing email address of the business account automatically.

This box is not available if an error message is displayed in the dialog box.

This section has a table with the following columns.

This section has a table with the following columns.

The name of the user-defined field.

To be listed in this table, the user-defined field must be listed and defined as required on the Customers (AR303000) form.

Required. The value of the user-defined field to be inserted for the new customer.

Verifies that all required boxes in the dialog box are filled in, creates the new customer based on the existing business account (if the business account has the Business Account type), and then creates the sales order whose settings you have specified, and opens it on the Sales Orders (SO301000) form.

Opens the Customers (AR303000) form in a new browser tab.

The button appears in the dialog box if the extension of the business account to be a customer of the selected customer class requires more information to be filled in for the customer. If this is the case, the following error message is displayed in the dialog box: You need to extend the business account to be a customer. Click Create Customer, and fill in the required settings of the class on the Customers (AR303000) form. Then you can create the sales order..

You can fill in all required information on the Customers (AR303000) form, save your changes, and return to the current form to continue creating a sales order for the sales quote.

Closes the dialog box and cancels the process of creating a sales order associated with the sales quote.

A box for searching for the company's address.

You can do the following by using this box:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date.

If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).

Read-only. The status of the quote.

This box contains one of the following options:

• Draft: The sales quote is being prepared and can be edited. This is the default status of a new sales quote.
• Sent: The quote has been emailed to the customer—that is, an email activity with the quote attached to it has been created and sent to the customer contact.
  Note:

  The Sent status does not guarantee that the sales quote has been delivered to the recipient or has been read.
• Pending Approval: The sales quote requires an approval or multiple approvals, which are determined based on the approval map assigned to sales quotes.
• Approved: The sales quote is approved within the company.
• Rejected: The sales quote has been rejected by an approver within the company.
• Accepted: The sales quote has been accepted by the customer.
• Converted: The sales quote has been converted to a sales order or invoice, and no further work on the quote is planned.
• Declined: The customer has rejected the offer presented in the sales quote.

Required. The subject of the quote.

The system copies the value from the Subject box on the Opportunities (CR304000) form of the associated opportunity.

You can override the default value in this box.

The business account of the prospect or customer of the associated opportunity. You can select the business account from the list of the business accounts, which have been created on the Business Accounts (CR303000) form. You can also view or edit the settings of the selected business account by clicking the Edit button right of the box.

You can change the business account for a sales quote if both of the following conditions are met:

• The quote, whether or not it is primary, has the Draft status.
• The opportunity associated with the sales quote has the New or Open status.

If you try to change the business account for a sales quote, and on the Contact, Shipping, or Financial tab, the Override check box has been selected (meaning that the quote's contact, financial, or shipping settings may have been modified), the system displays a warning dialog box. You can override the settings on the Contact, Shipping, or Financial tab with the contact settings from the newly selected business account or leave these settings unchanged.

If the type of the business account is Customer, and the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers available for selection may be limited based on the role assigned to the user. For details, see Visibility of Customer Records.

The location of the prospect or existing customer that is selected in the Business Account box. You can view or edit the default location setting on the data entry form by clicking the Edit button right of the box.

You can change the value in the box if the selected quote is not the primary quote and has the Draft status.

If the selected quote is primary and the opportunity is inactive (that is, the Active check box is cleared for the opportunity), the box is unavailable for editing.

The contact associated with the quote.

If you initially specify or change an account in the Business Account box of the current form, the system uses the following rules, which are based on the settings of the business account on the Business Accounts (CR303000) form:

• If the business account has an active primary contact specified on the General tab, this contact is inserted.
• If the business account has only one active contact specified on the Contacts tab, this contact is inserted.
• If the business account has no active primary contact and no associated active contacts specified on the Contacts tab, or the account has more than one active contact, the box is left empty.

If you change the contact in the primary sales quote of an opportunity, the system will also update the contact in the opportunity in the Contact box of the Opportunities form.

The currency of the quote.

The system inserts the currency in this box based on the Business Account setting on the current form. For details, see Opportunity Management: Currency in Opportunities and Sales Quotes.

You can change the currency of the quote if all of the following are true:

• The business account has a different currency than the opportunity or sales quote currently has, and the Enable Currency Override check box is selected for the business account on the Business Accounts (CR303000) form.
• If a sales quote is selected as primary for the opportunity associated with this sales quote—that is, if the Primary check box is selected in the Summary area of the current form and the quote has the Draft status.

You can change the currency rate of the sales quote if the following conditions are met:

• The Enable Rate Override check box is selected on the Customer Management Preferences (CR101000) form.
• If the current sales quote is the primary quote of the selected opportunity, the quote has the Draft status.

If you change the currency, rate type, effective date, or exchange rate of the primary quote with the Draft status, the system changes the currency of the opportunity appropriately. If you change the currency, rate type, effective date, or exchange rate of the opportunity on the Opportunities (CR304000) form, the system changes the currency of the quote accordingly.

This box appears on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

The person assigned to work with the sales quote.

A check box that indicates (if selected) that the amount of the quote is specified manually, rather than calculated automatically.

If the selected quote is primary, the box is unavailable for editing.

The total amount of all lines in the document before deductions, such as discounts. This amount is calculated automatically as the sum of the amounts in the Ext. Price column on the Details tab. The box is read-only if the Manual Amount check box is cleared. If the Manual Amount check box is selected, you can enter the discount amount in this box.

The sum of the amounts in the Discount Amount column in the lines on the Details tab. This box is read-only and appears on the form only if the Manual Amount check box is cleared.

If the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, the sum of the amounts in the Discount Amt. column on the Discounts tab. If the Manual Amount check box is selected, this box is available for editing.

If the Customer Discounts feature is disabled on the Enable/Disable Features form, this box shows the discount that you have manually entered (regardless of the state of the Manual Amount check box).

If you create a sales order or invoice based on the selected document, the system copies the amount in this box to the Document Discounts box on the Sales Orders (SO301000) or Invoices and Memos (AR301000) form.

The sum of the amounts in the Tax Amount column in the lines on the Taxes tab. This box is read-only and appears only if the Manual Amount check box is cleared.

A check box that indicates whether the line is a configured item.

This check box is displayed only if the Product Configurator feature under the Manufacturing group of features is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates that the configured line is a supplemental item, as described in Product Configurator: Supplemental Items.

This check box is displayed only if the Product Configurator feature under the Manufacturing group of features is enabled on the Enable/Disable Features (CS100000) form.

The inventory ID of the stock or non-stock item.

The code of a subitem, which is a subcategory of an item that shares all the settings of the inventory record but has different additional properties, such as size or color.

Available only if the Inventory Subitems feature is enabled in your system on the Enable/Disable Features (CS100000) form.

The warehouse from which the specified item should be delivered.

The system inserts the default warehouse, which it copies from the Shipping tab of the Account Locations (CR303010) or Customer Locations (AR303020) form, depending on the type of the business account on the Business Accounts (CR303000) form: Business Account or Customer. If the warehouse has not been specified for the location of the business account or customer, the system copies the warehouse from the General tab of the Stock Items (IN202500) form for the specified item.

This column is available if the Multiple Warehouses or Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.

The system calculates this amount using the following formula:

A check box that indicates (if selected) that the discount applicable to this inventory item was changed manually. When cleared, the discounts associated with the inventory item are restored.

This column is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

The code of the line discount that has been applied to this line automatically or manually.

This column is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

The cost code associated with the line.

The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that is automatically selected for the lines with non-allocated items if the Mark for PO check box is selected for the corresponding order line.

This check box is cleared for completed and canceled purchase order lines that are linked to a sales order.

The configured parent sales order line number for the supplemental item. This column should be used when you are printing sales documents in order to list the supplemental items under their parent.

This column is displayed only if the Product Configurator feature under the Manufacturing group of features is enabled on the Enable/Disable Features (CS100000) form

The configuration key of the item in the line. A configuration key is a user-specified identifier for a configuration. The format of the key is specified on the Configuration Maintenance (AM207500) form. The selection of the configuration key is available only for lines where the configuration is not completed or finished.

This box is displayed only if the Product Configurator feature under the Manufacturing group of features is enabled on the Enable/Disable Features form.

A read-only check box that indicates (if selected) that the automatic line discounts are not applied to the price in this line.

The system copies the state of this check box from the state of the Ignore Automatic Line Discounts check box for the price on the Sales Prices (AR202000) form. If you click Recalculate Prices on the More menu of the current form, the system may update the state of the check box for the line based on the current state of the Ignore Automatic Line Discounts check box on the Sales Prices form.

The check box is hidden by default; you can select the column for display in the Column Configurator dialog box if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

The description of the template item.

The value of this box is read-only and copied from the Description box of the Template Items (IN203000) form.

The warehouse where the items are stored.

This box is available only if the Multiple Warehouses or Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form (or both features are enabled).

In the table, you can select matrix items by specifying attribute values and enter the quantity for each item. The table contains columns displayed for any template item selected in the Template ID box and columns with attribute values that are specific for the template item.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

The UOM of the matrix item.

If the Multiple Units of Measure feature is not enabled on the Enable/Disable Features (CS100000) form, the system copies the unit of measure that is specified for the matrix item in the Base Unit box on General tab (Unit of Measure section) of the Stock Items (IN202500) or Non-Stock Items (IN202000) form.

If the Multiple Units of Measure feature is enabled on the Enable/Disable Features form and you open this dialog box on the Sales Orders (SO301000), Opportunities (CR304000), or Sales Quotes (CR304500) forms, the system inserts the sales unit of measure that is specified for the matrix item. This default value is copied from the Sales Unit box on the Stock Items or Non-Stock Items form.

If the Multiple Units of Measure feature is enabled on the Enable/Disable Features form and you open this dialog box on the Purchase Orders (PO301000) forms, the system inserts the purchase unit of measure that is specified for the matrix item. This default value is copied from the Purchase Unit box on the Stock Items or Non-Stock Items form.

The identifier of the matrix item.

For an existing item, this value is copied from the Inventory ID box of the Stock Items (IN202500) or Non-Stock Items (IN202000) form (depending on whether the item is a stock or non-stock item). For a new item, the identifier is generated based on the settings specified on the Attribute Configuration tab of the Template Items form.

The description of the matrix item.

For an existing item, this value is copied from the Description box of the Stock Items (IN202500) or Non-Stock Items (IN202000) form (depending on whether the item is a stock or non-stock item). For a new item, the description is generated based on the settings specified on the Attribute Configuration tab of the Template Items form.

The default price of the matrix item.

For an existing item, this value is copied from the Default Price box of the Price/Cost Info tab of the Stock Items or Non-Stock Items form (depending on whether the item is a stock or non-stock item). For a new item, the default price is based on the settings on the Price/Cost Info tab of the Template Items form.

The item class to which the matrix item is assigned.

The value of this box is copied from the Item Class box of the General tab on the Template Items form.

The tax category to which the matrix item is assigned.

The value of this box is copied from the Tax Category box of the General tab on the Template Items form.

The dialog box has the following buttons.

The Selection area of the dialog box has the following elements.

The warehouse where matrix items are stored.

This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

The dialog box has the following buttons.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant , Fax, Home, or Home Fax.

There are four elements to enter phone number types and phone numbers for the contact.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party software or service. You can initiate address validation by clicking Validate Addresses on the More menu of this form.

This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the settings of the billing address specified in this section can be modified or already differ from the settings of the customer or business account selected in the Summary area of this form.

The check box is cleared by default.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

A check box that indicates (if selected) that the billing address has been validated.

The check box is displayed only if the Address Validation Integration feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the contact settings specified in this section can be modified or already differ from the settings of the contact settings of the customer or business account selected in the Summary area of this form.

The check box is cleared by default.

The type and the phone number for the customer; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the prospect or customer.

The customer's email address.

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The branch of your company that will be used to ship the products or provide the services to the customer, if a sale occurs. Depending on the type of the business account (Business Account or Customer) that is specified in the Summary area, the branch is copied from the Account Locations (CR303010) or Customer Locations (AR303020) form, respectively, for the location of the business account that is specified in the Location box of the Summary area.

If the type of the business account is Customer, the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, and a branch or a company without branches is selected in the Restrict Visibility To box on the Financial tab (Financial Settings section) of the Customers (AR303000) form, the system copies this branch or company to this box. For details, see Visibility of Customer Records.

The box is available for editing if the status of the quote is Draft.

The type of credit terms used in operations with the customer. Terms can be created and viewed on the Credit Terms (CS206500) form. If the customer has not been created for the opportunity associated with this quote, the box is empty, but you can override it.

The default project, which has been specified in the account or customer location (depending on the type of the business account: Business Account or Customer) on the Account Locations (CR303010) or Customer Locations (AR303020) form, respectively, for the business account selected in the Business Account box (Summary area) of the current form. The system uses the project when it creates a document, based on the selected sales quote, such as a sales order.

This box is unavailable for editing if a project quote has been created on the Project Quotes (PM304500) form and set as primary for an opportunity associated with this sales quote.

A check box that indicates (if selected) that the settings specified in this section can be modified or already differ from the settings of the customer or business account selected in the Summary area of this form.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.

The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.

A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party software or service. You initiate address validation by clicking Validate Addresses on the More menu of this form.

This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the shipping address specified in this section can be modified or already differs from the settings of the customer or business account selected in the Summary area of this form.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the contact.

The tax zone of the potential or existing customer.

The system searches for the tax zone by using the first applicable rule it finds from the following:

1. If a sales quote is related to a particular project (that is, if a project is selected in the Other Settings section of the Financial tab) and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the project's tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form.
2. If a sales quote was created from an opportunity that has a tax zone specified, the system copies the tax zone specified for this opportunity on the Opportunities (CR304000) form.
3. If the system has not yet found an applicable rule, the system searches for a tax zone that matches the range of postal codes specified on the Tax Zones (TX206000) form. If no tax zone is found, the system continues searching for a tax zone that matches the state of the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country of the shipping address. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones (TX206000) form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents. If the postal code is not mapped to any tax zone, the customer tax zone is the tax zone assigned to the branch specified for the sales quote (on the Financial tab of the current form). The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.

The tax calculation mode to be applied to the documents created for the potential or existing customer.

This box contains one of the following options:

• Tax Settings (default): The document uses the settings of the selected potential or existing customer, or of the potential or existing customer's location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form.
• Gross: The tax amount is included in the item price.
• Net: The tax amount is not included in the item price.

This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features (CS100000) form.

The corresponding entity usage type.

The setting is sent to Avalara to specify the reason for tax exemption in a document with the current business account or account location if integration with Avalara is configured. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service.

This box is available only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The warehouse to issue the goods to the prospective or existing customer.

This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

The way the orders should be fulfilled for this customer.

You can use one of the following options:

• Ship Complete: Only completely fulfilled orders are allowed.
• Back Order Allowed: Back orders are allowed for the customer if some items are out of stock.
• Cancel Remainder: Orders should be shipped even if the quantities shipped are less than the quantities specified on the order. If all the requested items are out of stock, the order should be canceled.

Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.

By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, Create Teams, and Create Work Item.

To change the list of menu commands, you can add or remove activity types by using the Activity Types (CR102000) form.

The status of the activity.

This column contains one of the following options: Draft, Open, Processing, Completed, Approved, Rejected, Canceled, Pending Approval, or Released .

Required. The relational role of the associated record, which describes the way it relates to the record selected on the current form. One-way and bidirectional roles are available for selection.

You can select any of the following one-way roles:

• Business User, Decision Maker, Evaluator, Related Entity, Referrer, Support Engineer, Source, Supervisor, or Technical Expert: These roles all represent contacts that are related to the record selected on the form; your organization determines how to use these informational roles. When you select any of these roles, Contact is inserted in the Type column. In this row, you need to select an existing business account (which causes the name to be inserted), a specific contact, or both, and other columns are filled in automatically.
• Source: This role indicates that the record in the row is the one from which the relation comes. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.
• Related Entity: This role indicates that the record in the row is related to the record selected on the form in some way that does not fit the other roles. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.

You can select any of the following bidirectional roles:

• Source: The record in the row is the one from which the relation comes.
• Derivative: The record in the row is the associated record selected for the relation.
• Parent: The record in the row is the primary record in the hierarchical parent-child relation.
• Child: The record in the row is the subordinate record in the hierarchical parent-child relation.

For a one-way role, the row that has the information about the relation is shown only on this tab of the current form.

For a bidirectional role, the row is shown on both this tab and the Relations tab of the creation form of the associated record (if the associated record has the Relations tab).

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

A check box that indicates (if selected) that the current row is considered the primary relation of the selected role.

This check box can be selected for multiple listed relations, but only one relation can be primary for each role.

This check box is informational; no system functionality is connected to its use.

Required. The type of the associated record.

This box contains one of the following options:

• AP Invoice: An AP invoice created on the Bills and Adjustments (AP301000) form
• AR Invoice: An AR invoice created on the Invoices and Memos (AR301000) form
• Business Account: A business account created on the Business Accounts (CR303000) form
• Campaign: A marketing campaign created on the Marketing Campaigns (CR202000) form
• Case: A case created on the Cases (CR306000) form
• Contact: A contact created on the Contacts (CR302000) form
• Customer: A customer created on the Customers (AR303000) form
• Employee: An employee created on the Employees (EP203000) form
• Expense Receipt: An expense receipt created on the Expense Receipts (EP301010) form
• Lead: A lead created on the Leads (CR301000) form
• Opportunity: An opportunity created on the Opportunities (CR304000) form
• Purchase Order: A purchase created on the Purchase Orders (PO301000) form
• Sales Order: A sales order created on the Sales Orders (SO301000) form
• Sales Quote: A sales quote created on the Sales Quotes (CR304500) form
• Vendor: A vendor created on the Vendors (AP303000) form

Depending on the role selected for this row, you select the type of the record as follows:

• For any one-way role except Related Entity, only the Contact type can be selected.
• For Related Entity or any bidirectional role, all options listed above are available for selection.

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

The identifier or display name (or both) of the document (that is, the record) related to the record selected on the current form. The lookup table includes the documents or records of the type that is selected in the Type column of this row. Once this column has been filled in, the specified record becomes a link that you can click to open the record on its creation form in a pop-up window.

This column is available for editing only if a bidirectional role or Related Entity is selected in the Role column.

If the selected type is Customer or Vendor, the list of customers or vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. For details, see Visibility of Customer Records and Visibility of Vendor Records.

A brief description of the record whose identifier or display name is specified in the Document column of the table.

The system copies the description of the record to this column from the data entry form on which the record has been created. If the data entry form does not contain a description for the record, this column is empty.

The status of the record whose identifier or display name is specified in the Document column of the table.

The system copies the status of the record to this column from the data entry form on which the record has been created.

The owner of the record whose identifier or display name is specified in the Document column of the table.

The system copies the owner of the record to this column from the data entry form on which the record has been created. If the Owner box is not filled in for this record or if the data entry form does not have this box, this column is empty.

The identifier of the business account associated with the selected record (if a record has the associated business account).

The specified identifier becomes a link that can be clicked to open the business account on the Business Accounts form in a pop-up window.

The name of the business account.

The name is inserted by the system if a business account is selected for the row.

The contact associated with the role (if the Type is Contact) or the contact associated with the record selected in the Document column.

The specified contact becomes a link that you can click to open the contact on the Contacts form in a pop-up window.

You can change the contact if in this column, the Lead, Business Account, or Customer option is selected.

A check box that indicates (if selected) that the contact should receive a copy of emails.

If a bidirectional role is selected in the Role column of a row, on the Relations tab of the creation form of the associated record the check box is cleared for the corresponding row.

The date associated with the record specified in the Document column. By default, this column is hidden.

Depending on the type of record, this date can vary as follows:

• If the type is AP Invoice, AR Invoice, Expense Receipt, Purchase Order, Sales Quote, or Sales Order, the system inserts the document date.
• If the type is Campaign, the system inserts the campaign’s start date.
• If the type is Case, the system inserts the date the case was reported.
• If the type is any of the following, this column is left blank because the record has no associated date: Business Account, Contact, Customer, Employee, Lead, Opportunity, or Vendor.

When the system inserts a date in this column, it copies this date from the box that holds the record’s date on the data entry form where the record was created.

The amount of the discount. This column is available for editing for document discounts and external discounts.

The system will apply automatic group and document discounts even if the value in the Inventory ID column for a line on the Details tab of the current form is empty.

The discount percent if the discount is defined to be calculated as a percentage. This column is available for editing for document discounts and external discounts.

The code of an external discount. You can enter this code for informational purposes when you manually enter an external discount in the document.

A brief description of the discount, which helps users to identify it.