Quotation

Header data
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Items 
 
  
 
 
Table
     
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Number 
Visible 
DESC 
Yes 
  
 
Date 
Visible 
 
 
  
 
 
Type of quotation  
VisibleOnlyLandscape 
 
 
  
 
Status 
VisibleOnlyLandscape 
 
 
 
Open 
In progress 
Completed   
 
Amount 
Visible 
 
 
  
 
Customer document number 
VisibleOnlyLandscape 
 
Yes 
  
 
Client 
Hidden 
 
 
From version 16
  
 
Document.Quotation.Attribute1
 
Hidden 
 
 
From version 16
  
 
Document.Quotation.Attribute2
 
Hidden 
 
 
From version 18
  
 
Document.Quotation.Attribute3
 
Hidden 
 
 
From version 18
  
 
Document.Quotation.Attribute4
 
Hidden 
 
 
From version 18
  
 
Document.Quotation.Attribute5
 
Hidden 
 
 
From version 18
   
Items
Head
 
Document number 
Document date 
Type of order 
Order reason
 
Kebab menu (
)
 
 
 
Type 
Menu item 
Explanation   
 
 
 
Document additional information 
 
Shows individually defined fields for the Document Header 
 
The keys for which the document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information. 
If the document additional information relates to the individual product lines, the product must be selected beforehand.     
 
 
  
Customer 
Only displayed when accessed via the Summary from the dashboard   
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Item details 
  
 
 
Table
     
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Picture 
VisibleOnlyLandscape 
 
 
  
 
Item 
VisibleOnlyLandscape 
ASC 
 
  
 
Product 
VisibleOnlyLandscape 
 
Yes 
  
 
Name 
Visible 
 
Yes 
  
 
Quantity 
Visible 
 
 
  
 
Amount 
Visible 
 
 
  
 
Discount 
Hidden 
 
 
 
from Release 20 
Pure display, no calculating function.    
Item details
Displays all data of the item
Kebab menu (
)
 
 
 
 
Type 
Menu item 
Explanation   
 
 
 
Document additional information 
Shows individually defined fields for the Document Header  
 
 
  
For the product 
     
 
FAQ 
Why are the document additional information fields greyed out? 
If the document additional information is delivered from the ERP system but not displayed in the client, it may be because no code table entry has been created. Please contact your backend administrator and ask them to create the appropriate code tables.