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