Quotations
A read-only list in CRM → Selling. The records are written by the work that produces them; this screen is where you read them, narrow them and take them somewhere else.
Where to find it
Address in the console: /crm/quotations
Read-only list · 8 columns · 4 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Quotation | Code | quote_no |
| Customer | Text | account_name |
| Raised | Date | quote_date |
| Valid until | Date | valid_until |
| Total | Amount | total |
| Cost center | Code | cost_center_code |
| Location | Code | location_code |
| Status | Status | status |
What can be corrected
The fields offered when an existing record is edited. Whether the button appears at all is decided per record — see What may be changed.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Valid until | Date | ||
| Payment terms (days) | Number | ||
| Contact | Choice | Looked up from existing records | |
| Location | Choice | Looked up from existing records | |
| Ships from warehouse | Choice | Looked up from existing records | |
| Notes | Long text |
What you can do here
Cancel
Cancel this document
Asks for: Reason*
Send
Accept → order primary
Accept the quotation
Asks for: Requested delivery date Customer PO reference
Reject
Asks for: Reason*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.