Request for Quote Lines Tab

This section includes the fields and descriptions for the Request for Quote Lines tab.

Request for Quote Line Island

Field	Description
Line No.	This field shows the line number that is related to the request for quote line.
Line Remarks	This field shows text that has been assigned to the request for quote line. It is printed on the request for quote.
Text Line	This field shows whether a text line is assigned to the current request for quote line.
Job No.	This field shows the number of the job in the Job Cost module if the current line concerns a job.
Task	For lines with a job number, this field may show the task to which the request for quote pertains.
Activity No.	This field shows the number of the activity in the Job Cost module that represents the item or service that you wish to order.
Closed	This field shows whether the current line is closed. The field cannot be changed on a closed request for quote. When you select the action “Close Request for Quote,” this field will be marked on all lines on the request for quote. If the action “Reopen Request for Quote” is selected, this field will remain marked, regardless of its status before the request was closed. You can then unmark the field individually as needed.
Empl. No.	This field shows the number of the employee assigned to the request for quote line.
Account No.	This field shows the account number if the current line is for items for services that you are posting directly to profit and loss, and which do not pertain to a job in the Job Cost module. This field has no effect on the request for quote, but if a purchase order is created from the request for quote, the purchase is debited to the account when you enter the vendor invoice.
Acct./Account Name	This field shows either the account text of the G/L account specified in the “Account No.” field or the text assigned to the activity entered in the “Act No.” field. The text cannot be changed here.
Company No.	This field shows the number of the company that is related to the request for quote line.

Request for Quote Island

Field	Description
Request for Quote No.	This field shows the requisition number that is related to the request for quote line.
Request for Quote Job Number	This field shows the number of a job in the Job Cost module, if the request for quote line concerns a job.

Purchase Process Island

Field	Description
Purchase Process Number	This field shows the purchase process number that is related to the request for quote line.
Purchase Process Job Number	This field shows the project job number of the request for quote line.

Registration Island

Field	Description
Quantity	This field shows the quantity of services/items that you wish to order.
Unit Price	This field shows the unit price when you have received a quote from the vendor. The total quoted price for the line is then calculated as quantity times unit price less any discount. If you manually entered an amount in the “Price, Currency” field, Maconomy recalculates the unit price based on the total amount in that field. The amount should be specified in the currency specified in the card part of the request for quote.
Price	This field shows the total quoted price less tax of the current line in the currency of the request for quote. If you specify a quantity and a unit price, the amount is calculated as quantity times unit price less any discount. If you manually entered an amount in this field, Maconomy recalculates the unit price based on the total amount in this field. The amount should be specified in the currency specified in the card part of the request for quote.
Tax Code 1	This field shows a G/L tax code for tax receivable to be used for calculation of tax on the current quote line. Maconomy suggests a tax code on the basis of the following procedure: If a G/L tax table has been specified in the Company Information window, a G/L tax code is transferred from the G/L tax table on the basis of the information registered on the current invoice. When searching for a line in the G/L tax table, Maconomy searches for a match between the value of the tax table line in the “Account No.” field and a reference account that depends on whether an account or an activity has been specified on the current line. If no line is found in the G/L tax table that corresponds to the current line’s registrations and the reference account, or if no G/L tax table has been specified for the current company, Maconomy suggests the G/L tax code specified for the reference account in question in the Account Information Card window. As mentioned, the reference account depends on whether the current line contains an account number or an activity number. If the line contains an account number, the reference account is the account in question. If the line contains an activity, the reference account is the account specified as the P&L account in the information card of the activity in question. You can add up to three different tax codes if necessary. To enable multiple tax codes, the system parameters “Show Three Tax Levels” and/or “Show Two Tax Levels” must be marked in the System Parameters window. When multiple tax codes are enabled, the “Tax Code” field is replaced by the “Tax Code 1,” “Tax Code 2,” and, if enabled, “Tax Code 3” fields.
Tax Amount	This field shows the tax amount for the current request for quote line. If multiple tax codes are enabled, the Tax Amount” field is replaced by the “Tax Amount Total,” “Tax Amount 1,” “Tax Amount 2,” and, if enabled, “Tax Amount 3” fields. The “Tax Amount Total” field calculates the sum of the other individual tax fields.

Delivery Island

Field	Description
Delivery Date	This field shows the date on which you want the items or services to be delivered.

Dimensions Island

Field	Description
Location	This field shows the location dimension value which is assigned to the request for quote line. If you did not manually enter a value, Maconomy attempts to derive a value, using the order of priority set up in the Dimension Derivation window in the G/L module. However, any manually entered value is overwritten if Maconomy can derive a value for which overwriting has been selected. If no value can be derived, Maconomy transfers the value from the “Location” field in the card part of the window. See the section on dimension derivation in “Introduction to the G/L Module,” as well as the description of the Dimension Derivation window, for further information about dimension derivation.
Entity	The functionality of this field is similar to the functionality of the “Location” field above.
Project	The functionality of this field is similar to the functionality of the “Location” field above.
Purpose	The functionality of this field is similar to the functionality of the “Location” field above.
Spec. 1-3	The functionality of these fields is similar to the functionality of the “Location” field above.
Local Spec. 1-3	The functionality of these fields is similar to the functionality of the “Location” field above.