Customer Quotation Fields

Here is a description of the fields on a customer quotation.

Note: Note Notepad icon

The fields and layout described here may be different in your organization depending on the way in which your administrator has set up FinancialForce Configure Price Quote, whether your organization usesFinancialForce Service Contracts and the type of customer quotation that you are viewing.

Customer Quotation Detail

Key: * – Mandatory field; R – Read-only in all contexts.

Field		Description
Annual Contract Value		Average Total Recurring Fees over 12 months.
Applied Rebate Amount		Total amount of applied rebates from the customer quotation lines.
Approval Status		Indicates the current approval status of the customer quotation.
Currency		Currency of the customer quotation. The fields on the quote line breakdown are shown in this currency
Delivery Error		If an error occurs while the customer quotation is being delivered to the customer, the error is displayed in this field.
Delivery Options		Method of delivery for the customer quotation.
Discounted Term Fees		Amount of discount applied to the first and last terms.
Gross Annual Contract Value		Total gross annual contract value excluding contract lines with percentage based pricing.
Marketing Campaign		Name of the Marketing campaign that generated the lead.
Monthly Recurring Revenue		The monthly revenue for a Service Contract or Flex Term SC customer quotation. This is calculated by subtracting the Annual Contract Value from the Total Contract Value and dividing the result by 12.
Net Annual Contract Value		Net annual contract value excluding contract lines with percentage based pricing.
Number of Months		Length of the contract in months.
Opportunity		The Salesforce opportunity associated with the customer quotation if there is one. This is the Opportunity from which the Customer Quote was generated.
Owner		The owner of the record. This defaults to the user who created the customer quotation. This might be someone other than the Sales Rep if an authorized team member creates the customer quotations on behalf of sales representatives.
Ownership Code		The project or ownership code to which the quote is to be associated. You can use this field as the basis to create client-separated inventory.
Price Type		Lookup relationship to the available price types. The lookup lists all of the available price types by name.
Quotation Comments		Additional information can be entered into this field. You must enable the Advanced Quoting Custom Setting 'Print Quotation Comments onto quote PDF' to enable comments made in this field to appear on the Customer Quotation PDF.
Quotation Expires On		Date and time on which the customer quotation expires
Quote Date		Date on which the quote was created
Quote Description		Information for the customer quotation
Quote Number	R	An automatically generated unique Id for the customer quotation.
Record Type		The selected record type for the customer quotation. You can choose a different type of quotation depending on the product or service that you are quoting for. For instance, if the quotation is for a service contract, the Service Contracts or Flex Term SC record type is selected. You can choose from: Change Request - a quote from a change request or service order Change Request Flex Term - a quote from a change request or service order for a flexible term service contract. Drop Ship - used when a tangible item is to be drop shipped. Flex Term SC - a quote for a flexible service term service contract Inventory - a quote for items to be sold from inventory. Service Contract - a quote for a service contract
Sales Rep		The person responsible for the quotation.
Service Contract End Date		Date on which the service contract ends.
Service Contract First Bill Date		Enables you to set the first billing date on a service contract customer quotation so that you can extend a trial or grace period for that quotation. The Waived Term Fees field has been added to calculate the waived fees associated with the later billing date.
Service Contract Gross Profit		The gross profit of the contract based on the number of terms to be billed.
Service Contract Start Date		Date on which the service contract is to start.
Service Term Value		The Total RC Fees After Discount
Service Term		A unit of time in days or months, used with service term number to determine the duration of the contract. For instance if the service term number is four and the service term is quarter the total duration of the contract is one year. Before adding quote lines you can click on the Edit link next to the field to change the value. Once initial quote line information is entered, you can edit the value in the quote line breakdown section. The service terms you can select depend on the service terms your administrator has created and activated in your organization. See Service Terms. See the Service Contracts documentation for information about service terms.
Service Term Number		The number of service terms to be applied to the contract. This and the service term determines the duration of the contract. For instance if the service term number is four and the service term is quarter the total duration of the contract is one year. Before adding quote lines you can click on the Edit link next to the field to change the value. Once initial quote line information is entered, you can edit the value in the quote line breakdown section.
Status		The overall status of the customer quotation. If the FinancialForce Configure Price Quote is installed on your organization, you can apply prices to selected customer quotation lines by using the Modify Checked Items drop-down list. If a price has not been applied to the customer quotation in this way, the status is Not Priced. The status of a customer quotation can be: Open — The status of a newly created customer quotation. Priced — Indicates that a pricing method has been applied to one or more customer quotation lines. This may happen automatically depending on the configuration that your administrator has chosen. Not Priced — Indicates that none of the customer quotation lines have had a pricing action applied to them. This depends on the type of customer quotation that you are creating. For example, if you create a service contract or a flexible term service contract customer quotation and add a line, the status is not priced if your administrator has not set an automatic pricing action in the Advanced Quoting Settings custom setting. Won — Indicates that a service contract or sales order has been created from the customer quotation. Lost — Indicates that your company has lost the work to which this customer quotation relates. This status is not set unless your administrator has created a trigger to do so. When this is the case, you may be required to enter a reason. Expired — Indicates that the expiry date specified in the Quotation Expires On field has passed and that the quote is no longer valid. Delivered — Indicates that the customer quotation has been delivered to the customer.
Status		Not Delivered — Indicates that the customer quotation has not been delivered yet. Not Delivered - Error — Indicates that there was a problem in delivering the customer quotation to the customer. Not Delivered - Processing — Indicates that the customer quotation is being processed for delivery and has not been delivered yet. Revised — May be used in an approval process that your administrator has created. Approved - May be used in an approval process that your administrator has created. Note: Note Your administrator may have set up an approval process that works with the Approval Status field.
Sync Header Terms to Lines		If selected, the service term and service term number on the quotation and the quotation lines are synced. This checkbox field is selected by default.
Sync internal and customer price?		If selected, the customer price is automatically updated with the internal sell price on the customer quotation line. This checkbox field is selected by default. Note: To independently set values for the Customer Price and Internal Sell Price fields on the quotation line, deselect this checkbox field.
Taxable		Indicates whether the account is liable for sales tax.
Terms to be Billed		Terms to be billed. For example, if the contract is for 12 months and the Service Contract Start Date is September 1st and the Service Contract First Bill date is November 1st, the number of terms to be billed will be 10.
Total Contract Value		This field is calculated using the following formula: `(Service Term Number X Service Term Value) + Total NRC Fees After Discount` The TCV in the customer quotation field and the customer quotation banner TCV will have the same values unless waived terms have been generated. Waived terms are included when the Add Waived Terms to Service Terms custom setting is selected in the service contract settings. Waived terms will be included in the banner TCV value.
Total Contract Value After Waived Terms		Total Contract Value minus Waived Term Fees.
Total Customer Rebate Discount		Total amount of rebate given to the customer. This is rolled-up from the customer quotation lines.
Total Delta Cost		Change to the Total Cost of the contract when the change request is applied. This is the difference between the old contract cost and the new contract cost.
Total Delta Value		Change to the Total Contract Value of the contract when the change request is applied. This is the difference between the old contract value and the new contract value.
Total Gross Percent with Rebate Discount		Percentage of Total Gross Profit that comes from rebates.
Total Gross Profit with Rebates		Total gross profit on the customer quotation after rebates.
Total NRC Extended After Discounts		This field is calculated using the following formula: `(Total NRC Fees — Total NRC Discount)`
Total Quote After Rebate		Total price the customer pays after Total Customer Rebate Discount.
Total RC Extended After Discounts		This field is calculated using the following formula: `(Total RC Fees- Total RC Discount)`
Total Service Term Value		This is the total amount of the contract for the entire duration of the contract.

Customer Prospect Information

These fields contain address and contact information for the customer or prospect.

Key: V — When you create or edit a customer quotation, at least one of these fields must contain a value otherwise a validation error message appears.

Field		Description
About Customer		This is a field that is populated by the user about the prospects company and can be inserted into a document such as a proposal or contract.
Actual Bill To		The billing address. Unless you select a Override Bill To Address, the Bill To address is set from the customer account to which the customer quotation relates.
Actual Ship To		The address to which items are to be shipped. Unless you select a Override Ship To Address, the Ship To address is set from the customer account to which the customer quotation relates.
Attached Company Logo		Company logo
Attached Company Logo		A prospects logo can be inserted to be utilized in a proposal or contract.
Customer Contact	V	Name of the contact for the quotation.
Customer Email		Email address for the customer.
Customer Account	V	Lookup to a customer account. To create a Sales Order or Service Contract, you must specify an active account. If you created the customer quotation from an opportunity, this is the account from which the related opportunity was created.
Customer Address		A copy of the Corporate Address field at the Account level.
Override Bill to Account		Enables you to select an Account to be billed when the Customer Account is not to be billed for this customer quotation.
Override Bill to Account Address		Enables you to select a Customer Address associated with the Override Bill to Account to be used as the billing address instead of the default.
Override Bill to Address		By default, the Bill To address is set from the customer account to which the customer quotation relates. Enables you to select an alternative bill to address associated with the account to which the customer quotation relates.
Override Ship to Address		By default, the Ship To address is set from the customer account to which the customer quotation relates. Enables you to select an alternative ship to address associated with the account to which the customer quotation relates.
Prospect Company		Name of the company being quoted
Prospect Email		Email address for the prospect. You must enter a valid email address if the chosen delivery option for the customer quotation is email.
Prospect Name	V	Name of the person who is to receive the customer quotation.

Quote Line Breakdown

In an inventory or drop ship customer quotation, the Customer Quotation Lines section contains the Quote Line Breakdown, which holds these fields:

Field	Description
Total Cost	Total cost of the quotation to your organization. Margin is calculated based on the value in this field.
Total Gross Profit	Total Internal Price minus internal cost.
Total Gross Percent	Internal total price minus total cost expressed as a percentage of internal total price. Gross Percent is -100 if Total Price is 0.
Discount Off List	Total discount of list price before bottom line discounts.
Customer Total Price	Total customer price from all customer quotation lines before deducting rebates and discounts.
Total Customer Rebate Discount	Total customer rebate amount rolled up from the customer quotation lines.
Bottom Line Discount	Amount to discount the total quote price by.
Total Quote Price	Total price to be quoted to the customer including options and rebate discounts.

In a service contract or change request customer quotation, the Customer Quotation Lines section contains the Quote Line Breakdown, which holds the Non Recurring Fees (NRC), Recurring Fees (RC) and Total Contract Value for the customer quotation.

Note: Note Notepad icon

This section only appears on organizations that have the FinancialForce Configure Price Quote.

Non Recurring Fees (NRC)

These fields are read-only and automatically recalculated as line items are added and financial calculations are applied.

Field	Description
Total NRC Materials	Total amount of all NRC Fees generated from lines designated as material goods for the duration of the contract in the currency of the customer quotation.
Total NRC Time	Total amount of all NRC Fees generated from lines designated as time for the duration of the contract. Items are designated as time in the item master under line type in the currency of the customer quotation.
Total NRC Options	Total amount of the options associated with NRC line items in the currency of the customer quotation.
Total NRC Fees	This field is calculated using the following formula: `(Total NRC Materials) + (Total NRC Time) + (Total NRC Options)`
Total NRC Discount	This field contains two values: A currency amount, which is the total amount discounted from the NRC line items in the customer quotation currency. A percentage, which is the total discount divided by Total NRC Fees.
Total NRC Fees After Discounts	This field is calculated using the following formula: `(Total NRC Fees — Total NRC Discount)`

Recurring Fees (RC)

These fields are read-only and automatically recalculated as line items are added and financial calculations are applied.

Field	Description
Total RC Fees	Total amount of all RC Fees generated from RC line items multiplied by the service term number in the currency of the customer quotation.
Total RC Discount	This field contains two values: A currency amount, which is the amount discounted from the RC line items in the customer quotation currency. A percentage, which is the total discount divided by Total RC Fees.
Total RC Fees After Discount	This field is calculated using the following formula: `(Total RC Fees- Total RC Discount)`

Total Contract Value

These fields are read-only and automatically recalculated as line items are added and financial calculations are applied.

Field	Description
Months	Length of the contract in months.
Total Contract Value:	This field is calculated using the following formula: `(Service Term Number X Service Term Value) + Total NRC Fees After Discount`
Total Contract Cost	Total cost of the contract in the currency of the customer quotation.
Total Gross Profit / Percent	This field contains two values: A currency amount, which is the total amount of gross profit in the customer quotation currency. A percentage, which is the percentage profit.
Waived Term Fees	Total amount of waived contract fees. This is used in conjunction with the Service Contract First Bill Date field. This is calculated using the formula: `Total Contract Value — Total Contract Value After Waived Term Fees`.

Quote Lines

The fields shown in the quote lines depend on the configuration your administrator has set and the type of customer quotation that you are looking at.

Note: Note Notepad icon

We strongly recommend that you do not clone customer quotation lines using the Salesforce Clone button.

Key: * – Mandatory field; R – Read-only in all contexts.

Field		Description
Applied Rebate Amount		Total amount of rebate the customer quotation line qualifies for.
Customer Rebate Discount		Amount of Applied Rebate Amount deducted from the price the customer is to pay.
Effective Date		The date on which the change is to take effect. This date is used to determine the prorated amount.
Ext. Used in FinancialForce SCM as an abbreviation of the word extended. In SCM, the term extended is used to represent an amount that represents the quantity of the items on a line such as a customer quotation line. Customer Price with Rebate Discount		Total price the customer is to pay after deducting the Total Customer Rebate Discount.
Ext. Used in FinancialForce SCM as an abbreviation of the word extended. In SCM, the term extended is used to represent an amount that represents the quantity of the items on a line such as a customer quotation line. List Price		List Price multiplied by the quantity on the customer quotation line.
Ext. Sell Price		Sell Price multiplied by the quantity.
Extended Cost		Item Cost multiplied by the quantity.
Gross Percent with Rebate Discount		Percentage of Gross Profit that comes from rebates.
Gross Profit		Internal Sell Price minus Cost.
Gross Profit with Rebate Discounts		Gross profit after Customer Rebate Discount.
Internal Sell Price		The price that the item sells for.When you apply a pricing action to a customer quotation line, the action is applied to the Internal Sell Price and Sell Price fields. Once a pricing action has been applied, the fields are independent of each other and you can change the value of either field independently. This is so that you can manipulate the quote lines to match budgets a customer may have for particular types of offering such as hardware or support. Note: Note The total of the Internal Sell Price and Sell Price columns on a customer quotation must match before you convert the quote to a sales order or a service contract.
Internal Sell Price w/Options		Internal sales price of the item including the options associated with it.
Item Cost		Supplier-based cost. This is based on the cost entered associated with the Supplier of the item. An Item can be offered by multiple suppliers, with each supplier offering the Item at their own price. The cost depends on the selected supplier.
Item Cost w/Options		Item Cost with Options. The rolled-up cost of an item with the options associated with it.
Item to Quote	*	Name of the item being quoted for.
Line		Numerical order in which the line is to be presented.
List Price		List price of the item based on the selected supplier.
List Price w/Options		List price of an item including options.
Maximum List Price		The maximum list price for an item based on percentage based pricing.
Minimum List Price		Minimum list price for percentage based pricing.
No Bid		Indicates whether to provide a price for this item on the customer quotation line
NRC After Discount	R	NRC Base — NRC discounted
NRC Base		non recurring base price per unit.
NRC Contract Value	R	Same as NRC Extended After Discounts
NRC Discounted		Amount of discount applied per unit
NRC Discounted %		Percentage discount applied per unit.
NRC Extended	R	Quantity (NRC w/ Options)
NRC Extended After Discounts	R	NRC Extended - NRC Discounted
NRC Type		Indicates whether the non recurring fees on the customer quotation line are for time, material or an option.
NRC w/ Options After Discounts	R	NRC after Discount + Options NRC After Discount
NRC w/Options	R	NRC Base price + Options NRC Base fees before discount
Override Avalara Tax Code		The tax code that is used to override the original Avalara mapped tax code.
Percent		Percentage applied to the action taken in the Price By field.
Percentage Based Pricing		Indicates whether the list price is calculated by a percentage of a value. This checkbox is set by the system.
Priced By		Indicates the pricing action taken on the customer quotation line.
Price Type		The price type that the selected quote line item is assigned to.
Prorated Billing Amount		Prorated amount from the change request line. The amount is based on the changes to the contract line and the difference between the Effective Date and the Billed Through date.
Quantity	*	Number of the item to quote for.
Quote Item Description	*	A copy of the Item Description field on the Item Master object.
RC After Discount	R	RC Base — RC discounted
RC Base		Recurring price per term per unit.
RC Extended	R	Quantity x RC Base
RC Extended After Discounts	R	Quantity x RC After Discount
RC w/ Options After Discounts	R	RC after Discount + Options RC After Discount
RC w/Options	R	RC Base price + Options RC Base fees before discount
RC Discounted		Amount of discount applied per unit per term.
RC Discounted %		Percentage discount applied per unit per term.
RC Terms		Number of days or months that make up the a single contract term. For instance, if the Service Term is Annual, the value of this field is 12. This indicates that a single contract term is 12 months.
Sell Price		The price that the item is to be sold for on this quotation.
Term Value	R	RC Extended after discount x RC terms.
Total Contract Value	R	(Term Value X Service Term Number) +NRC Contract Value
Total Delta Contract Line Cost		Change to the Total Cost of the contract line when the change request line is applied.
Total Delta Contract Line Value		Change to the Total Contract Value of the contract line after the change request line is applied.

Buttons

Button	Description
Add New Line	Displays the Add New Line popup where you can add new lines to a customer quotation.
Clone Quote	Clones the customer quotation and its lines.
Create Sales Order	Creates a sales order from an Inventory or Drop Ship customer quotation.
Create Service Contract	Creates a service contract from a service contract, flex term SC or change request customer quotation.
Edit Lines	Makes the fields in each quotation line that you can edit available for editing.
Delete Lines	Deletes the selected customer quotation lines.
Go	Creates a new customer quotation line based on the text you enter in the Enter New Line box or displays the Add New Line popup depending on the option your system administrator has chosen in the Advanced Quoting Settings custom setting.
Modify Checked Items	Enables you to modify or price selected customer quotation lines by selecting an action and applying it based on the criteria you enter. The methods available depend on the configuration options your administrator has chosen in the Advanced Quoting Settings custom setting and the type of customer quotation you are creating. For information about pricing options, see Pricing. You can carry out these modification actions on customer quotation lines using the Modify Checked Items drop-down list: Group - Groups the selected lines under the heading you specify Ungroup - Ungroups the selected groups Sort Groups - Sorts groups depending on the criteria you specify Clone Lines - Clones the selected lines
Apply	Applies the selected action to the selected quotation lines according to the value you enter.
Filter Lines By	Displays an extra section where you can hide the columns displayed in the Quote Line Breakdown section.
Print	Displays a customer quotation in a format that you can print. You must enable the Advanced Quoting Custom Setting 'Print Quotation Comments onto quote PDF' for Quotation Comments to appear on the quotation PDF.
Print Summary	Displays a summary of the customer quotation that you can print. Where customer quotation lines are part of a group, the header is listed. If a customer quotation line is not part of a group, that customer quotation line is listed.
Send	Sends the quotation to the customer and to the quotation record's owner. The customer email is taken from the account associated with the quotation. If no email has been specified on the associated account, the quotation is sent to the customer email specified in the Prospect Email field of the quotation. The email of the record's owner is taken from the user that appears in the Owner field of the quotation. Note: Ensure an email has been specified either in the Prospect Email field or the associated account, otherwise you'll receive an error when sending the quotation.