Quote and Quote Product fields

  • Posted on: 17 May 2013
  • By: feridun

Quote Product fields

Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record.

Display Name Name (for SQL Querying) Determined Notes
Price Per Unit priceperunit Manually entered or determined from the catalog  
Volume Discount volumediscountamount Calculated Volume discount per unit; to get the total volume discount multiply by the quantity
Quantity quantity Manually entered  
Amount baseamount Calculated  quantity*(priceperunit - volumediscount)
Manual Discount manualdiscountamount Manually entered  
Tax tax Manually entered CRM does not auto calculate tax
Extended Amount extendedamount Calculated

After tax and all discounts: (basemount - manualdiscount + tax)

 quantity*(priceperunit - volumediscount) - manualdiscount + tax

Quote fields

Display Name Name (for SQL Querying) Determined Notes
Total Detail Amount[1] totallineitemamount Calculated Sum of (Extended Amount less Tax) for all line items
Quote Discount discountamount Manually entered Discount applied at the quote level
Quote Discount (%) discountamountpercentage Manually entered Calculated as percentage of totallineitemamount
Pre-Freight Amount totalamountlessfreight Calculated (totallineitemamount  - (totaldiscountamount - totallineitemdiscountamount )
Freight Amount freightamount Manually entered  
Total Tax totaltax Calculated Sum of Tax amounts for all line items
Total Amount totalamount Calculated (totalamountlessfreight + freightamount + totaltax)
Total Line Item Discount Amount totallineitemdiscountamount Calculated Sum of Manual Discounts for all line items (does not include volume discounts)
Total Discount Amount totaldiscountamount Calculated

Sum of all discounts (excluding volume discounts)

(discountamount+totallineitemdiscountamount)

[1] In an out-of-the-box system, the word Total is not shown on the Quote Form

CRM Topics: 
CRM Versions: