Customer Quotation Fields

Here is a description of the fields and buttons added to the Customer Quotation object when Advanced Quoting is installed. For more information about the fields and buttons included in Order and Inventory Management, see Customer Quotation Fields.

Note:

The fields and layout described here might be different in your org depending on the way in which your administrator has set up Advanced Quoting, whether your organization uses Service Contracts and the type of customer quotation that you are viewing.

Fields Added by Advanced Quoting to the Customer Quotation Object
Field	Description
About Customer	Additional information about the customer or quotation. This is a field that is populated by the user about the prospect's company and can be inserted into a document such as a proposal or contract.
Apex Job Id	The asynchronous apex job ID of the batch job.
Batch Process	Lookup to the batch process for batches on the customer quotation.
Batch Process Status	The status of the associated batch process.
Batch Status	The status of the batch job. The possible values are: Processing Complete Error
Bottom Line Discount	The additional discount.
Discount off List	The total discount off list for the quotation - total list price - total customer price (before any bottom line discount).
Original Total Sell Price	The original total internal sell price before the bottom line discount.
Total Discount	The sum of the Discount Off List, Total Customer Rebate Discount and Bottom Line Discount fields.
Total Item Cost	The NRC invoiced is used only for change request quotes to help the user understand about the service contract.
Total List Price	The total of the list price for all the items on the quote.
Total Quote	The total customer price after bottom line discount. This is calculated as customer total price minus total customer rebate discount minus bottom line discount.

Customer Quotation Line

Here is a description of the fields added to the Customer Quotation Line object when Advanced Quoting is installed.

Fields Added by Advanced Quoting to the Customer Quotation Line Object
Field	Description
Available	The field is a place holder for the field set. Any values place inside this will not be used.
Commodity Code	Line Item Commodity Code
Condition	Condition Name
Contract Type	Related information to support the reporting on sales Related information to support the reporting on sales
Customer Discount	Discount equals List Price minus Customer Price Discount equals List Price minus Customer Price
ExpandOptions	Used To Display Option List
Item Type	Line Item Type
Manufacturer	This is a manufacture to use on a quote printout or a report. It is the name from the reference to a known manufacturer or the new manufacturer. Manufacturer for use on the print of the quote.
Price By	Indicates the pricing action taken on the customer quotation line.
Product Group	Line item product group name.
Supplier	The supplier for the customer quotation line item.
Term Cost	The extended list price minus the total customer price.

Buttons

Here is a description of the buttons added to the Customer Quotation object when Advanced Quoting is installed.

Key: L - Only available in Lightning Experience.

Buttons Added by Advanced Quoting to the Customer Quotation Object
Button		Description
Add Multiple Items	L	Displays two options: Search Items - Displays the Search Items window where you can search for items and add those items to the customer quotation grid. Paste Items - Displays the Paste Items window where you can paste items after copying from a CSV file that you want to add to the customer quotation grid.
Create Sales Order	L	Creates a sales order from the customer quotation.
Create Service Contract		Creates a service contract from a service contract, flex term SC or change request customer quotation.
Duplicate	L	Duplicates the entire customer quotation along with its lines.
Manage Quote Pricing	L	Enables you to change the Bottom Line Discount and Total Quote Price values, which is then applied across all line items in the quotation.
Print		Displays the customer quotation in a format that you can print. Note: If you want the comments entered into the Quotation Comments field to appear on the quotation PDF, you must select the Print Quotation Comments onto quote PDF field in the Advanced Quoting Settings custom setting.
Send	L	Sends an email with the customer quotation PDF.

Customer Quotation Lines and Toolbar Buttons and Actions

The following buttons are available on the Customer Quotation Line Items grid of the Customer Quotation page in Lightning.

Note:

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

Button	Name	Description
	Search	Enter a few letters or words to search in the grid records.
	Add a Line	Adds a line item.
	Clone Lines	Clones the selected lines.
	Delete Lines	Deletes the selected lines.
	Manage Grouping	Manages the grouping of line items. The options are: Group - Groups the selected line items. Ungroup - Ungroups the selected line items. Group by Product Group - Groups the selected line items automatically under their preassigned product group.
	Manage Pricing	Manages the pricing of line items. The options are: Cost Plus - The cost of the item plus the percentage gross profit margin you want to make. List Minus - The Price is calculated using the formula: Price = List Price – (List Price * % Discount). Profit Margin - The NRC price is calculated using the formula: Quantity * (Item Cost / (1 - (Profit Margin/100))) where Profit Margin is the percentage you enter. Set Cost By List Minus - Sets the item cost to a percentage of the list price. Apply Rebate - To pass a percentage of the applied rebate amount to the customer. For more information, see: Pricing.
	Expand All	Expands all the line item groups.
	Collapse All	Collapses all the line item groups.
	Settings	Provides setting options for the grid. Currently, there is one menu option: Reset Preferences - Resets the user's field set preferences.
	Info button	Information message specifying the use of the actions and buttons on the grid.
Save		Saves the lines.
Cancel		When you click Cancel you will be prompted to either continue editing or discard your changes. Click Discard to cancel the unsaved changes.
\|Select Item Options		Displays the Select Item Options window to select options for an item master.