Quote information fields

Field	Description
Account	The account associated with the quote. Click Account Find to find the associated account. to change the account. See Finding records
Closed Date	The date on which the quote was closed. Note: When the status is changed to Closed, the current date is automatically populated. Click Calendar to change the date.
Comments	Specify any additional notes about the quote. These notes can be modified in the application or the integrated application. See Back Office
Customer RFQ	The customer request for quote reference number.
Expiration Date	The date on which the quote expires. If left blank when the quote was inserted, this may automatically default to a set number of days after the start date. The number of days is determined by the administrator. To change the date, click Calendar to select a different date.
Opportunity	The opportunity associated with the quote. To change the opportunity, click the Opportunity Find to find the associated opportunity. See Finding records
Order Location (Site, Warehouse, or Office)	Back Office Integration only The label depends upon options selected by your administrator. The site, warehouse, or office that generated the quote. Click Find to find the appropriate location.
Quote ID	The unique ID assigned when the quote was created. Quotes created in application have a prefix of CRM. Quotes created in an integrated product have a prefix of EXT. Quotes promoted from application to an integrated product receives a new identifier.
Sales Order ID	The sales order created after converting the quote to sales order. See Using the Quote detail view This field is only populated if the quote was converted to a sales order and is a link to the.
Start Date	The start date of the quote. Click Calendar to select a different date.
Status	The status of the quote. To change the status, click the arrow and select from the list.

Account

The account associated with the quote.

Click Account Find to find the associated account. to change the account. See Finding records

Closed Date

The date on which the quote was closed.

Note: When the status is changed to Closed, the current date is automatically populated. Click Calendar to change the date.

Comments

Specify any additional notes about the quote. These notes can be modified in the application or the integrated application. See Back Office

Customer RFQ

The customer request for quote reference number.

Expiration Date

The date on which the quote expires.

If left blank when the quote was inserted, this may automatically default to a set number of days after the start date. The number of days is determined by the administrator.

To change the date, click Calendar to select a different date.

Opportunity

The opportunity associated with the quote.

To change the opportunity, click the Opportunity Find to find the associated opportunity. See Finding records

Order Location (Site, Warehouse, or Office)

Back Office Integration only

The label depends upon options selected by your administrator.

The site, warehouse, or office that generated the quote. Click Find to find the appropriate location.

Quote ID

The unique ID assigned when the quote was created.

Quotes created in application have a prefix of CRM. Quotes created in an integrated product have a prefix of EXT. Quotes promoted from application to an integrated product receives a new identifier.

Sales Order ID

The sales order created after converting the quote to sales order. See Using the Quote detail view

This field is only populated if the quote was converted to a sales order and is a link to the.

Start Date

The start date of the quote.

Click Calendar to select a different date.

Status

The status of the quote.

To change the status, click the arrow and select from the list.