Service providers : Back-office operations : Field descriptions : Customer quotation lines - fields
Customer quotation lines - fields
Field
Description
General
Customer quotation
Displays the selected customer quotation. You can also select a different customer quotation to which you can add quotation lines.
Description
Enter a description for the quotation line.
General quotation line type
Select from
• Administrative costs
• Risk percentage
• Standard deductible
• Travel
• Fixed price
Selecting Fixed price in this field will create fixed quotation lines. All other quotation lines (if any) created for the quotation will be deleted.
Customer budget
Reference to the customer budget for which budget calculations are processed. This customer budget is detected and filled in automatically, but can be manually overwritten by selecting another applicable budget from the pop-up. For more information on working with customer budgets, see the Service Providers - Customer budgets documentation.
Manual budget?
If Yes is displayed in this field, the budget is selected manually in the Customer budget field. If No is displayed, the customer budget is detected and filled in automatically.
* 
Typically, a manually selected budget is not overwritten when new revenues are generated, unless 'key information' on the order was changed in such a way that the budget is no longer valid. For example: changes to the Customer, Service agreement service or Contract line fields, whether or not in combination, might clear the Customer budget field and reset the Manual budget? field. If any of these fields' values are deleted, the reference to the customer budget is always cleared and the value in this field is reset to the default value (No).
Subcontractor
Subcontractor
Select a subcontractor from the list.
Labor hours
Hour count
Enter the number of hours required to complete the work.
Hourly wage
Enter the approximate hourly wage.
Tariff group
Enter tariff per hour. You can also select one of the predefined tariff rates.
Trade
Select the trade of the person working on the order. On the customer quotation line, either this field or the Tradesperson category field should be mandatory.
Tradesperson category
If applicable in your configuration, this field displays the linked Tradesperson category (via the labor hour terms or internal tradesperson) used for labor hour revenue calculations. On the customer quotation line, either this field or the Trade field should be mandatory.
See Tradesperson categories in the Service Providers documentation for more information.
Materials
Base price
Enter the base price of the material that is approximately required.
Commercial margin amount
Enter the approximate extra amount required to make a profit on the order.
Commercial margin percentage
Enter the approximate percentage required to make a profit on the order.
Costs & revenues
General costs excl. tax / VAT
Enter the general costs that can approximately be incurred on the order.
Item costs excl. tax / VAT
Enter the costs for the materials used.
Material type
Select the type of material used for the order.
Purchase item
Select the material that was purchased for working on the order.
Quantity
Enter the quantity of the material that is approximately required.
Total cost excl. tax / VAT
This calculated field displays the total costs excluding tax /VAT.
Total net revenue excl. tax /VAT
When saving the quotation, this value is calculated automatically (based on the terms found). It is possible change this value.
Tax / VAT amount
Enter the tax / VAT amount for the quotation line.
Tax / VAT tariff
Select a tax / VAT tariff applicable to the quotation line.
* 
Either enter a Tax / VAT amount or a Tax / VAT tariff for the quotation line. You cannot add both.
Vendor catalog price
Enter the price stated in the vendor's catalog.