Search By

Use the drop-down list box to specify the attribute based on which you wish to proceed with the search. Data selection in this field is mandatory if values are specified in any of the editable boxed alongside. The system lists the following options:

• Billable?

• COA?

By default the system leaves this field blank.

In the editable boxes alongside, select a value corresponding to the search criteria selected based which you wish to retrieve details in the multiline. You can enter the value in full or specify it partially using the “*” character. The system retrieves all the numbers belonging to the “Search By” specified here. Leave this field blank, if you wish to retrieve all the numbers irrespective of the value entered in this field.

By default the system leaves this field blank.

Q. Ind

Quotation Indicator. This could any of the following:

• New - Indicates quote for new tasks.

• Existing - Indicates that the quote has not been modified for the task. 

• Est. Rev - Indicates that the estimation is revised for the task.

• Cancelled - Indicates that the quotation is cancelled at work order level.

Note that while creating a quotation this field will be blank.

TCD #

The code that identifies a Tax / Charge / Discount for an item. Mandatory.

Ensure the following:

• The number specified in this field is a valid TCD # in “Active” status as defined in the “TCD” business component.

•  The TCD must be effective as on the quotation date.

Note that the system allows modifications only for TCD codes which are based on flat rate, Percentage based TCD code cannot be modified.

Help facility available

TCD Description

A textual description of the tax, charge and discount.

Variant #

The standard tax, charge or discount value, which is the variant of the specified TCD code. Data entry in this field is mandatory if TCD # is specified.

Ensure the following:

• The number specified in this field is an active variant number as defined in the “TCD” business component.

• The TCD must be effective as on the quotation date.

Help facility available

Rate

The unit rate of the tax, charge or discount. Mandatory.

Qty. Info

The quantity to be considered for unit rate based charge computation.

TCD Amount

The amount that will be the tax, charge or discount.

Calculation of TCD Amount

Basis Flat rate

The TCD amount

Basis Percentage rate

1.       TCD Amount when “Applied On” is Labour

Total Material Price (in the Fixed Price tab) + Total Material Price (in the Resource tab) * The % of Tax, Charge, Discount) 

2.       TCD Amount when “Applied On” is Material

Total Labour Price (in the Fixed Price tab)

Total Labor Price (in the Resource tab) * The % of Tax, Charge, Discount

3.       TCD Amount when “Applied On” is Total

Total Qtd. Value * The % of Tax, Charge, Discount

TCD Currency

Use the drop-down list box to specify the currency in which the TCD is charged. The system lists all the currency codes that are identified as permitted currencies and the base currency for the company in the “Enterprise Setup” business component.

Applied On

Use the drop-down list box to specify the values on which tax rate is to be applied. Mandatory. The system lists the following options:

• Document - Select this option if you wish to apply tax rate on the document level value.

• Material - Select this option if you wish to apply tax rate on the material price.

• Resource - Select this option if you wish to apply tax rate on the resource price.

• Ext. Repairs / Services - Select this option if you wish to apply tax rate on the repair order value.

The system leaves this field blank by default.

Ref. Task

The task against which charge was incurred.

Note that this will be considered only as a reference and the cost does not get booked at this level.

Cost Center

The code identifying the cost center.

Ensure the following:

• The value entered in this field is a valid cost center in “Active” status.

• The cost center specified here must belong to a “Detailed” type of cost center.

•  The cost center specified in this field must be effectilve as on the quote date.

Help facility available

Station

The facility in which the object is serviced.

Invoiced?

Indicates whether the taxes, charges and discounts has been billed already, which could be “Yes” or “No”.

Sys. Billable?

Indicates whether the task is billable as per the system.

Billable?

Use the drop-down list box to specify whether the tasks are billable in the customer order. The system lists the options “Yes” and “No”.

Price Narration

A brief message on the price. Data entry in this field is mandatory if Variant # is specified in the particular row in the multiline.

Internal Notes

Details regarding the customer specifications as provided by the CSM.

Pay To Supplier#

The number identifying the supplier to whom the payment has to be made.  Data entry in this field is mandatory if “No” is selected in the “Billable?” field.

Ensure the following:

• This field is blank if “Yes” is selected in the “Billable?” field.

• The code entered in this field is a valid supplier number in “Active” status as defined for the interacting OU in the “Supplier” business component.

Help facility available

Supplier Name

The name of the supplier who supplied the parts required for the execution of the customer order.

TCD Type

The type of TCD, which could be Tax, Charge or Discount.

TCD Basis

The basis of the TCD which could be “Percentage”, “Unit Rate” and “Flat Rate”.

Last Modified

The login ID of the user who last modified the service sale quote.

Last Modified Date

The date on which the service sale quote was last modified.