1 - Header - Legal Entity
If the Quote Legal entity is define in the quote its adress must be displayed there.
2 - Header - Account manager
Account manager is the the Quote.Owner. We display Quote Owner + Quote Owner Email
3 - Header - Quote Reference
We display the quote reference that is : Quote.Quote Title
4 - Header - Quote main informations
We display the quote main information :
- Account : Quote.Sold To. Name
- Adress : Quote.Address
- Primary Customer Contact : Quote.Contact Name.Name
- Effective period :
- Price Valid From
- Prive Valid To
5 - VAT information
On the Quote, if the field "Include VAT", then we display the message as on the example on the write.
Mainly for China business process, if the box "Include VAT" is checked, on the PDF we display it like that :
- Remove the VAT sentence
- Add VAT information in 7 / Price
6 - Lines - Material
For every OQLI we diisplay the "Product Level 5 Name" + "Product Level 5 Code"
If Checkbox field : “Include Customer Material Code and Description in Quote PDF”,is set to true and "OQLI.Customer Product" is set then we also display the “Customer Material Number” and “Customer Material Description” in the line items
7 - Lines - Price
We add at the header the Quote.Unit of Measure + for each line the quoted price & the Currency
If the field include VAT is set to true in One quote we add an extra information on the line the field
The labels display a calculation = bracket quoted price + bracket quoted price * VAT
The VAT % is stored in the custom Metadata "Pricing Control Panel", record Global Settings
8 - Lines - Delivery terms & Supply Information
We display here the Incoterms + Incoterm Details if needed
If the Shipping plant informtion are set in the OQLI we display it in the Supply Info Section :
- Special customer information
- Minimum Order Quantity
- Lead Time (Days)
9 - Footer - Other information
Footer does not contain any quote information appart
- Price Valid From
- Prive Valid To
