Service Order Quotation Totals by Term Type - History (tsctm8514m200)

This session lists the history of the total amounts (costs, sales, and gross margin) detailed by term type for the selected service-order quotation.

These amounts are summed from all Installation group and service type combinations that are linked to the service-order quotation.

The Control tab gives similar information related to spent and allocated costs.

Note: If a surcharge or discount has been attached at the term level and/or at the service-order header level, this is added to the calculated sales amount displayed.

Field Information

Order Quote

service-order quotation

Description

The description of order quotation.

Term Type

term type

Quote Costs

total costs

Quote Sales

total amount

Spent Costs

spent costs

Allocated Costs

allocated costs

Spent Sales

spent sales

Allocated Sales

allocated sales

Quote Gross Margin %

The quotation gross margin.

Actual Gross Margin %

The gross margin spent.