Quotations - codbex/codbex-olympus GitHub Wiki

Quotation is a document that offers requested products/services.

Quotation

Entity Definition

• Entity Type: Primary Entity
• Layout Type: Manage Entities
• Module: https://github.com/codbex/codbex-opportunities

Field	Type	Length	Null?	Calc?	Ref?	Description
Id	INTEGER		no	-	-
Name	VARCHAR	200	no	-	-	Name of the company or the individual
Date	DATE		-	-	-	Name of the contact person
Customer	INTEGER		-	-	yes	Reference to Customer
Amount	DOUBLE		-	yes	-	SUM(QuotationItem.Amount)
Currency	INTEGER		-	-	yes	Reference to Currency
Discount	DOUBLE		-	-	-	% Discount
Taxes	DOUBLE		-	-	-	% Taxes (other than VAT)
VAT	DOUBLE		-	-	-	SUM(QuotationItem.Amount * %VAT)
Total	DOUBLE		-	yes	-	Amount + VAT - %Discount + %Taxes
Status	VARCHAR		-	-	-	Quotation needs to be confirmed

Custom Actions

• Create Sales Order

Quotation Item

Field	Type	Length	Null?	Calc?	Ref?	Description
Id	INTEGER		no	-	-
Quotation	INTEGER		no	-	yes	Reference to Quotation
Quantity	DOUBLE		-	-	-
UoM	INTEGER		-	-		Reference to UoM
Price	DOUBLE		no	-	-
Amount	DOUBLE		-	yes	-	Quantity * Price
VAT	INTEGER		-	-	yes	Reference to VAT