Quote Issuance  


[販売管理 / Sales Mgt.] #4713

[Quote Issuance] Screen Parameters

Parameter Description Input Method Mandatory
[Screen Header] Section
New Entry In order to add a new record, please click on this button. Button Optional
Copy to sales order It is possible to transcript a registered quote to a sales order. Please enable the box you wish to copy and then click this link. Icon (link) Optional
Print quote By clicking this link after checking the items you wish to print, a Quote Sheet in PDF format can be generated. Button Optional
[New/Modify (Header)] Section
Quote No. This is the quote number. If this field is left blank, this will be automatically set following below battern.
M + YYMM + 5 digits sequential number.
Text Input Optional
Date of issue This is the Quote Issuance Date. Date Input Mandatory
Extended Dropdown Box Optional
Text Input Mandatory
Customer rep. name This is the customer representative name of the customer. This will be printed in the Quote sheet. This field may be left blank if not needed. Text Input Optional
Zip code Displays Contact Master: [Zip code]. Text Input Optional
Customer address 1 This is the customer's address 1. This will be printed in the Quote Sheet. This field may be left blank if not needed. Text Input Optional
Customer address 2 This is the customer's address 2. This will be printed in the Quote Sheet. This field may be left blank if not needed. Display Only Optional
Customer tel. This is Customer's Telehpone Number. This will be printed in the Quote Sheet. This field may be left blank if not needed. Integer Value Input Optional
Customer fax. This is the customer's fax. number. This will be printed in the Quote Sheet. This field may be left blank if not needed. Integer Value Input Optional
Staff (Own company) Register the person who is in charge of this transaction. Only the person registered in the Staff Master can be chosen. Extended Dropdown Box Optional
Department (Own company) Register the department which is in charge of this sales order. Only the department registered in the Department Master can be chosen. Dropdown List Optional
Rank This is the importance level of this Quote. Following ranks can be chosen. [A], [B], [C], [D], [E]. Dropdown List Optional
Subject This text will appear on the Quote Sheet. If not necessary, please leave this field blank. If the contents of this quote is transcripted to the sales order, any text registered here will be copied to [Sales order remarks 2]. For detail, please see [Sales order remarks 1-3]. Text Input Optional
Delivery due date This is the scheduled date of the item quoted. This date will appear on the Quote Sheet. If this is note required, please leave this field blank. Text Input Optional
Delivery location This is the delivery location of the item quoted. This date will appear on the Quote Sheet. If this is note required, please leave this field blank. Text Input Optional
Terms of payment This is the terms of payment concerning the item quoted. This will appear on the Quote Sheet. If this is note required, please leave this field blank. Text Input Optional
Validity period This is the period validity period of this quote. This will appear on the Quote Sheet. If this is note required, please leave this field blank. Text Input Optional
Quote remarks Any text regarding this quote can be registered here. Text Input Optional
Transaction currency This is the currency used for the business transactions with this customer/supplier. This can be set in the Contact Master. Display Only Optional
Credit limit Displays [Credit limit] set for this customer in the Contact Master. Display Only Optional
Total amount This is the total amount of this quote. Display Only Optional
Total gross profit This is the total amount of the gross profit expected to gain based on the quote entry. Display Only Optional
Total sales original cost This is the total amount of the sales original cost concerning this quote. This will appear on the Quote sheet. Display Only Optional
Balance of accounts receivable The balance of accounts receivable based on the received sales order or the quote in the past is displayed. The displayed balance does not include the amount of this sales order. If the [Invoice to] is specified for this customer in the Contact Master, the balance of accounts receivable of the contact designated as [Invoice to] is displayed. Display Only Optional
[New/Modify (Detail)] Section
Item(s) Choose the item to quote for. Only the items set to orderable in the Item Master: [Orderable] can be chosen. Dropdown List Optional
Item code This is the unique code assigned for each item. This code will be used throughout GENESISS to identify the item. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. Text Input Mandatory
Item name Name of each item can be defined here. This name does not have to be unique throughout GENESISS. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. Text Input Optional
Quantity This is the quantity delivered this time. This quantity will be subtracted from the available stock. Numeric Value Input Mandatory
Qty. of available stock This is the quantity of available stock as of today. Please note that this quantity does not include the quantity in supplier location. Display Only Optional
Unit This is the unit of the item sold. Text Input Optional
Taxable This is to indicate whether this item should be taxable or non-taxable. For the foreign-currency transaction, all transaction will be treated as non-taxable regardless of this setting. Dropdown List Optional
Quote unit price This is the unit price used in the quote. If you wish to set the tax exclusive price, register the tax exclusive price and set [Taxable ] taxable. If you wish to set the tax inclusive price, register the tax inclusive price and set at the [Taxable ] field. Numeric Value Input Mandatory
Total amount Displays [Total amount] registered. Display Only Optional
Sales unit original cost This is the original cost calculated for product. This information will not be shown on the quote. This amount is automatically calculated by the following formula.
  • For internally manufactured items:
    [Std. mfg. time (min.)] x [Labor charge (per min.)] both defined in the Item Master.
  • For other items:
    [Stock assessment unit price ([key currency])] defined in the Item Master.
  • Numeric Value Input Optional
    Sales original cost This is calculated by multiplying [Sales unit original cost] and [Quantity]. Display Only Optional
    Gross unit profit This is calculated by [Quote unit price] - [Sales unit original cost]. Display Only Optional
    Gross profit This is calculated by [Gross unit profit] x [Quantity]. Display Only Optional
    Quote detail remarks Any text related to this quote entry detail can be registered here. Text Input Optional
    [List Screen] Section
    New When new line is inserted, the arrow icon will be displayed to highlight the line. Display Only Optional
    Detail By clicking this icon, detail of the entry can be displayed. Icon (link) Optional
    Copy If this icon is clicked, the information entered in the clicked line will be copied into the new entry screen. Icon (link) Optional
    Delete If this button is clicked after selecting the lines, the the lines selected will be deleted. Check Box Optional
    Print Document can be generated in a PDF format by clicking the document link after enabling the box for each entry. Check Box Optional
    Sales order It is possible to transcript a registered [Order unit] to a sales order. Please enable the box here and click on the [Copy to sales order] link. Check Box Optional
    Quote No. [Quote No.] is displayed if [Quote reference] is used for this entry. Display Only Optional
    Rank It displays the [Rank] registered. Display Only Optional
    Display Only Optional
    Customer name Displays [Contact name] of the [Customer] set for this entry. Display Only Optional
    Subject Displays [Subject] registered. Display Only Optional
    Sales order No. Displays [Sales order No.] registered. Display Only Optional
    Customer rep. name Displays [Customer rep. name] registered. Display Only Optional
    Customer address 1 Registered [Customer address 2] is displayed here. Display Only Optional
    Customer address 2 Registered [Customer address 1] is displayed here. Display Only Optional
    Customer tel. Registered [Customer tel.] is displayed here. Display Only Optional
    Customer fax. Registered [Customer fax.]is displayed here. Display Only Optional
    Zip code Displays Contact Master: [Zip code]. Display Only Optional
    Dept. code (Own company) Displays [Dept. code] of the [Customer rep. name] registered. Display Only Optional
    Department name (Own company) Displays [Department name] of the [Customer rep. name] registered. Display Only Optional
    Staff code (Own company) Displays [Staff code] of the [Staff (Own company)] registered. Display Only Optional
    Staff name (Own company) Displays [Staff name] of the [Staff (Own company)] registered. Display Only Optional
    Delivery location Displays [Delivery location] registered. Display Only Optional
    Terms of payment Displays [Terms of payment] registered. Display Only Optional
    Validity period Displays [Validity period] registered. Display Only Optional
    Quote remarks Displays [Quote remarks] registered. Display Only Optional
    Line Shows the line no. of the detail section. Display Only Optional
    Item code Displays [Item code] of this entry. Display Only Optional
    Item name Displays [Item name] of this entry. Display Only Optional
    Quantity This is the quantity registered with this entry. Display Only Optional
    Unit This is the unit of the item sold. Display Only Optional
    Transaction currency Displays Contact Master: [Transaction currency]. Display Only Optional
    Quote unit price Displays [Quote unit price] registered. Display Only Optional
    Total amount Displays [Total amount] registered. Display Only Optional
    Gross profit This is calculated by [Gross unit profit] x [Quantity]. Display Only Optional
    Taxable This is to indicate whether this item should be taxable or non-taxable. For the foreign-currency transaction, all transaction will be treated as non-taxable regardless of this setting. Display Only Optional
    Tax amount This is the tax amount. Display Only Optional
    Quote unit price ([Foreign currency]) Displays [Quote unit price] in [Transaction currency] chosen for this customer in the Contact Master. Display Only Optional
    Currency rate Displays [Currency rate] applied. Display Only Optional
    Quote detail remarks It displays [] registered. Display Only Optional
    File If any files are attached with this entry, displays yes. Display Only Optional
    Sales original cost ([Foreign currency]) Displays [Sales original cost] in [Transaction currency] chosen for this customer in the Contact Master. Display Only Optional
    Last update date Displays the date on which this entry was updated last time. Display Only Optional
    Last updated by Displays the user by whom this entry was updated last time. Display Only Optional
    [View Option] Section
    View option preset Customized VIEW OPTION settings can be saved and reused. Click on the icon in the right to save the filter setting. Dropdown List Optional
    Quote No. It is possible to filter records by the Displays [Quote No.] registered.. Text Input Optional
    Date It is possible to filter records by the date registered. Date Input Optional
    Total amount It is possible to filter records by the [Total amount sold]. Numeric Value Input Optional
    Customer name It is possible to filter records by the [Contact name] of the [Customer] registered. Text Input Optional
    Rank It is possible to filter records by the [Rank]. Dropdown List Optional
    Show detail By setting this parameter to show, detail of the sales order can be listed in the list screen as well. Following two Options are available.
  • hide
  • show
  • Dropdown List Optional
    Sales order No. It is possible to copy the contents of the quote by specifying the quote number shown in the list. This field is available only for new sales order. Text Input Optional
    Customer rep. name It is possible to filter records by the [Customer rep. name] registered. Text Input Optional
    Dept. code/name (Own company) It is possible to filter records by the [Department name] and [Dept. code] of the [Customer rep. name] registered. Text Input Optional
    Staff code/name (own company) It is possible to filter records by the [Staff code] and [Staff name] of the [Staff (Own company)] registered. Text Input Optional
    Item code/name It is possible to filter records by the [Item code] or the [Item name] registered for this entry. Text Input Optional
    Quote remarks It is possibel to filter records by [Quote remarks] registered. Text Input Optional
    前画面に戻る
    ページの先頭へ戻る