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This page maintains additional information for an quote being converted into an order. The additional information is reviewed before conversion.
Header
Purchase Order # |
The customer purchase order number. |
PO Date |
The date of the customer purchase order. |
Total Estimate Value of Parts |
The total amount after discounts. |
Ultimate Destination |
A standard 'Attention To' code to help route sales order shipments within a customer organization. Source: Ultimate Destination Maintenance in Company Tables. |
Installation Location |
A customer installation site location. Source: Customer Site Location Maintenance in Company Tables. |
Comments |
Enter comments about this order. |
Ship to |
A customer ship-to location. Source: Customer Ship-To Location Maintenance in Company Tables. |
Bill to |
A customer bill-to location. Source: Customer Bill-To Maintenance in Company Tables. |
Address |
The street of a mailing address and additional information. See Free Form address in Country Table Maintenance in System Tables. |
City |
The city name of a mailing address. See Free Form address in Country Table Maintenance in System Tables. |
State |
The abbreviation of a state in a mailing address. See Free Form Address in Country Table Maintenance in System Tables. |
Zip |
A zip code or postal code. See Free Form Address in Country Table Maintenance in System Tables. |
Country |
A code representing a country. Source: Country Table Maintenance in System Tables. |
Paging Area
Line |
A consecutive number assigned to uniquely identify each record. |
Our Item |
The seller's name for an item. Source: Engineering Workbench. |
Our Revision |
The revision level of an item. An item is uniquely identified by its number and revision number. |
Your Item |
The customer's name for an item in the seller's product catalog. Source: Item/Customer Cross Reference Maintenance in Company Tables. |
Your Revision |
The customer's revision level for an item. An item is uniquely identified by its name and revision number. |
Description |
A description associated with a material item. |
Order Quantity |
The order line quantity. |
Unit Price |
Sales transactions display quantities using the selling unit of measure. Set in Engineering Workbench and Service Item Policies in Engineering. Source: Units of Measure in System Tables. |
Required Date |
The date / time required. |
Shipping Location |
A customer ship-to location. Source: Customer Ship-To Location Maintenance in Company Tables. |
Promise Date |
The date delivery is promised to be shipped from the manufacturing location. |
Carrier |
A code representing the shipping company responsible for transporting products. Source: Carrier Maintenance (POCARRS) in Company Tables. |
Estimate Parts Amount |
The extended price: quantity times unit price. |
Default Ship Address |
Clicking the Envelope Icon displays a shipping address window. You can change the ship to address for one line or all lines to: A pre-defined shipping address. A one time shipping address. |
Hyperlink
Process Conversion |
Completes the conversion of the quote. |
