[ { "creation": "2013-05-24 19:29:08", "docstatus": 0, "modified": "2013-07-26 11:16:53", "modified_by": "Administrator", "owner": "Administrator" }, { "allow_attach": 1, "allow_email": 0, "autoname": "naming_series:", "doctype": "DocType", "document_type": "Transaction", "hide_toolbar": 0, "icon": "icon-shopping-cart", "is_submittable": 1, "max_attachments": 1, "module": "Selling", "name": "__common__", "read_only_onload": 1, "search_fields": "status,transaction_date,customer,lead,order_type" }, { "doctype": "DocField", "name": "__common__", "parent": "Quotation", "parentfield": "fields", "parenttype": "DocType", "permlevel": 0 }, { "doctype": "DocPerm", "name": "__common__", "parent": "Quotation", "parentfield": "permissions", "parenttype": "DocType", "permlevel": 0, "read": 1, "report": 1 }, { "doctype": "DocType", "name": "Quotation" }, { "doctype": "DocField", "fieldname": "customer_section", "fieldtype": "Section Break", "label": "Customer", "options": "icon-user" }, { "doctype": "DocField", "fieldname": "column_break0", "fieldtype": "Column Break", "read_only": 0, "width": "50%" }, { "description": "To manage multiple series please go to Setup > Manage Series", "doctype": "DocField", "fieldname": "naming_series", "fieldtype": "Select", "label": "Naming Series", "no_copy": 1, "oldfieldname": "naming_series", "oldfieldtype": "Select", "options": "QTN", "print_hide": 1, "read_only": 0, "reqd": 1 }, { "doctype": "DocField", "fieldname": "quotation_to", "fieldtype": "Select", "in_filter": 1, "label": "Quotation To", "oldfieldname": "quotation_to", "oldfieldtype": "Select", "options": "\nLead\nCustomer", "print_hide": 1, "read_only": 0, "report_hide": 0, "reqd": 1 }, { "depends_on": "eval:doc.quotation_to == \"Customer\"", "doctype": "DocField", "fieldname": "customer", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "label": "Customer", "oldfieldname": "customer", "oldfieldtype": "Link", "options": "Customer", "print_hide": 1, "read_only": 0, "search_index": 1 }, { "depends_on": "eval:doc.quotation_to == \"Lead\"", "doctype": "DocField", "fieldname": "lead", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "label": "Lead", "oldfieldname": "lead", "oldfieldtype": "Link", "options": "Lead", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "customer_name", "fieldtype": "Data", "hidden": 1, "in_list_view": 1, "label": "Customer Name", "read_only": 1 }, { "doctype": "DocField", "fieldname": "address_display", "fieldtype": "Small Text", "hidden": 1, "in_filter": 0, "label": "Address", "oldfieldname": "customer_address", "oldfieldtype": "Small Text", "print_hide": 0, "read_only": 1, "reqd": 0, "search_index": 0 }, { "doctype": "DocField", "fieldname": "contact_display", "fieldtype": "Small Text", "hidden": 1, "in_filter": 0, "label": "Contact", "print_hide": 0, "read_only": 1 }, { "doctype": "DocField", "fieldname": "contact_mobile", "fieldtype": "Text", "hidden": 1, "label": "Mobile No", "print_hide": 0, "read_only": 1 }, { "doctype": "DocField", "fieldname": "contact_email", "fieldtype": "Text", "hidden": 1, "label": "Contact Email", "print_hide": 1, "read_only": 1 }, { "doctype": "DocField", "fieldname": "column_break1", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "read_only": 0, "width": "50%" }, { "doctype": "DocField", "fieldname": "amended_from", "fieldtype": "Data", "label": "Amended From", "no_copy": 1, "oldfieldname": "amended_from", "oldfieldtype": "Data", "print_hide": 1, "read_only": 1, "width": "150px" }, { "description": "Select the relevant company name if you have multiple companies.", "doctype": "DocField", "fieldname": "company", "fieldtype": "Link", "in_filter": 1, "label": "Company", "oldfieldname": "company", "oldfieldtype": "Link", "options": "Company", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 0, "width": "150px" }, { "default": "Today", "description": "The date at which current entry is made in system.", "doctype": "DocField", "fieldname": "transaction_date", "fieldtype": "Date", "in_filter": 1, "label": "Quotation Date", "no_copy": 1, "oldfieldname": "transaction_date", "oldfieldtype": "Date", "read_only": 0, "reqd": 1, "search_index": 1, "width": "100px" }, { "default": "Sales", "doctype": "DocField", "fieldname": "order_type", "fieldtype": "Select", "in_filter": 1, "label": "Order Type", "oldfieldname": "order_type", "oldfieldtype": "Select", "options": "\nSales\nMaintenance\nShopping Cart", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 0 }, { "doctype": "DocField", "fieldname": "section_break0", "fieldtype": "Section Break", "label": "Currency and Price List", "options": "icon-tag", "read_only": 0 }, { "description": "Customer's currency - If you want to select a currency that is not the default currency, then you must also specify the Currency Conversion Rate.", "doctype": "DocField", "fieldname": "currency", "fieldtype": "Link", "in_filter": 1, "label": "Currency", "oldfieldname": "currency", "oldfieldtype": "Select", "options": "Currency", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 0, "width": "100px" }, { "default": "1.00", "description": "Rate at which customer's currency is converted to company's base currency", "doctype": "DocField", "fieldname": "conversion_rate", "fieldtype": "Float", "label": "Conversion Rate", "oldfieldname": "conversion_rate", "oldfieldtype": "Currency", "print_hide": 1, "read_only": 0, "reqd": 1, "width": "100px" }, { "doctype": "DocField", "fieldname": "column_break2", "fieldtype": "Column Break", "read_only": 0, "width": "50%" }, { "description": "Select the price list as entered in \"Price List\" master. This will pull the reference rates of items against this price list as specified in \"Item\" master.", "doctype": "DocField", "fieldname": "price_list_name", "fieldtype": "Link", "in_filter": 1, "label": "Price List", "oldfieldname": "price_list_name", "oldfieldtype": "Select", "options": "Price List", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 0, "width": "100px" }, { "description": "Select the currency in which price list is maintained", "doctype": "DocField", "fieldname": "price_list_currency", "fieldtype": "Link", "label": "Price List Currency", "options": "Currency", "print_hide": 1, "read_only": 1, "reqd": 1 }, { "description": "Rate at which Price list currency is converted to company's base currency", "doctype": "DocField", "fieldname": "plc_conversion_rate", "fieldtype": "Float", "label": "Price List Currency Conversion Rate", "print_hide": 1, "read_only": 0, "reqd": 1 }, { "doctype": "DocField", "fieldname": "items", "fieldtype": "Section Break", "label": "Items", "oldfieldtype": "Section Break", "options": "icon-shopping-cart", "print_hide": 0, "read_only": 0, "search_index": 0 }, { "allow_on_submit": 1, "doctype": "DocField", "fieldname": "quotation_details", "fieldtype": "Table", "label": "Quotation Items", "oldfieldname": "quotation_details", "oldfieldtype": "Table", "options": "Quotation Item", "read_only": 0, "reqd": 1, "width": "40px" }, { "doctype": "DocField", "fieldname": "sec_break23", "fieldtype": "Section Break", "read_only": 0 }, { "doctype": "DocField", "fieldname": "net_total_export", "fieldtype": "Currency", "label": "Net Total", "options": "currency", "read_only": 1 }, { "doctype": "DocField", "fieldname": "column_break_28", "fieldtype": "Column Break" }, { "doctype": "DocField", "fieldname": "net_total", "fieldtype": "Currency", "label": "Net Total (Company Currency)", "no_copy": 0, "oldfieldname": "net_total", "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, "read_only": 1, "reqd": 0, "width": "100px" }, { "doctype": "DocField", "fieldname": "taxes", "fieldtype": "Section Break", "label": "Taxes", "oldfieldtype": "Section Break", "options": "icon-money", "read_only": 0 }, { "doctype": "DocField", "fieldname": "charge", "fieldtype": "Link", "hidden": 0, "label": "Apply Taxes and Charges Master", "oldfieldname": "charge", "oldfieldtype": "Link", "options": "Sales Taxes and Charges Master", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "column_break_34", "fieldtype": "Column Break" }, { "doctype": "DocField", "fieldname": "shipping_rule", "fieldtype": "Link", "hidden": 0, "label": "Apply Shipping Rule", "oldfieldtype": "Button", "options": "Shipping Rule", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "section_break_36", "fieldtype": "Section Break" }, { "doctype": "DocField", "fieldname": "other_charges", "fieldtype": "Table", "label": "Sales Taxes and Charges", "oldfieldname": "other_charges", "oldfieldtype": "Table", "options": "Sales Taxes and Charges", "read_only": 0 }, { "doctype": "DocField", "fieldname": "other_charges_calculation", "fieldtype": "HTML", "label": "Taxes and Charges Calculation", "oldfieldtype": "HTML", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "section_break_39", "fieldtype": "Section Break" }, { "doctype": "DocField", "fieldname": "other_charges_total_export", "fieldtype": "Currency", "label": "Taxes and Charges Total", "options": "currency", "print_hide": 1, "read_only": 1 }, { "doctype": "DocField", "fieldname": "column_break_42", "fieldtype": "Column Break" }, { "doctype": "DocField", "fieldname": "other_charges_total", "fieldtype": "Currency", "label": "Taxes and Charges Total (Company Currency)", "oldfieldname": "other_charges_total", "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, "read_only": 1 }, { "doctype": "DocField", "fieldname": "totals", "fieldtype": "Section Break", "label": "Totals", "oldfieldtype": "Section Break", "options": "icon-money", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "grand_total_export", "fieldtype": "Currency", "in_list_view": 1, "label": "Grand Total", "no_copy": 0, "oldfieldname": "grand_total_export", "oldfieldtype": "Currency", "options": "currency", "print_hide": 0, "read_only": 1, "reqd": 0, "width": "200px" }, { "doctype": "DocField", "fieldname": "rounded_total_export", "fieldtype": "Currency", "label": "Rounded Total", "no_copy": 0, "oldfieldname": "rounded_total_export", "oldfieldtype": "Currency", "options": "currency", "print_hide": 0, "read_only": 1, "reqd": 0, "width": "200px" }, { "doctype": "DocField", "fieldname": "in_words_export", "fieldtype": "Data", "label": "In Words", "no_copy": 0, "oldfieldname": "in_words_export", "oldfieldtype": "Data", "print_hide": 0, "read_only": 1, "width": "200px" }, { "doctype": "DocField", "fieldname": "column_break3", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "print_hide": 1, "read_only": 0, "width": "50%" }, { "doctype": "DocField", "fieldname": "grand_total", "fieldtype": "Currency", "label": "Grand Total (Company Currency)", "no_copy": 0, "oldfieldname": "grand_total", "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, "read_only": 1, "reqd": 0, "width": "200px" }, { "doctype": "DocField", "fieldname": "rounded_total", "fieldtype": "Currency", "label": "Rounded Total (Company Currency)", "no_copy": 0, "oldfieldname": "rounded_total", "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, "read_only": 1, "width": "200px" }, { "description": "In Words will be visible once you save the Quotation.", "doctype": "DocField", "fieldname": "in_words", "fieldtype": "Data", "label": "In Words (Company Currency)", "no_copy": 0, "oldfieldname": "in_words", "oldfieldtype": "Data", "print_hide": 1, "read_only": 1, "width": "200px" }, { "description": "Add Terms and Conditions for the Quotation like Payment Terms, Validity of Offer etc. You can also prepare a Terms and Conditions Master and use the Template", "doctype": "DocField", "fieldname": "terms_section_break", "fieldtype": "Section Break", "label": "Terms and Conditions", "oldfieldtype": "Section Break", "options": "icon-legal", "print_hide": 0, "read_only": 0 }, { "doctype": "DocField", "fieldname": "tc_name", "fieldtype": "Link", "label": "Select Terms and Conditions", "oldfieldname": "tc_name", "oldfieldtype": "Link", "options": "Terms and Conditions", "print_hide": 1, "read_only": 0, "report_hide": 1 }, { "doctype": "DocField", "fieldname": "terms", "fieldtype": "Text Editor", "label": "Term Details", "oldfieldname": "terms", "oldfieldtype": "Text Editor", "read_only": 0 }, { "doctype": "DocField", "fieldname": "contact_section", "fieldtype": "Section Break", "label": "Contact Info", "options": "icon-bullhorn", "read_only": 0 }, { "description": "Will be fetched from Customer", "doctype": "DocField", "fieldname": "territory", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "label": "Territory", "options": "Territory", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 0 }, { "depends_on": "customer", "doctype": "DocField", "fieldname": "customer_group", "fieldtype": "Link", "in_filter": 1, "label": "Customer Group", "oldfieldname": "customer_group", "oldfieldtype": "Link", "options": "Customer Group", "print_hide": 1, "read_only": 0, "reqd": 0, "search_index": 0 }, { "doctype": "DocField", "fieldname": "shipping_address_name", "fieldtype": "Link", "hidden": 0, "label": "Shipping Address Name", "options": "Address", "print_hide": 1 }, { "doctype": "DocField", "fieldname": "shipping_address", "fieldtype": "Small Text", "hidden": 1, "label": "Shipping Address", "print_hide": 1, "read_only": 1 }, { "depends_on": "customer", "doctype": "DocField", "fieldname": "col_break98", "fieldtype": "Column Break", "read_only": 0, "width": "50%" }, { "doctype": "DocField", "fieldname": "customer_address", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "label": "Customer Address", "options": "Address", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "contact_person", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "label": "Contact Person", "oldfieldname": "contact_person", "oldfieldtype": "Link", "options": "Contact", "print_hide": 1, "read_only": 0, "reqd": 0 }, { "description": "Filling in additional information about the Quotation will help you analyze your data better.", "doctype": "DocField", "fieldname": "more_info", "fieldtype": "Section Break", "label": "More Info", "oldfieldtype": "Section Break", "options": "icon-file-text", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "campaign", "fieldtype": "Link", "hidden": 0, "label": "Campaign", "no_copy": 0, "oldfieldname": "campaign", "oldfieldtype": "Link", "options": "Campaign", "print_hide": 1, "read_only": 0, "report_hide": 0 }, { "doctype": "DocField", "fieldname": "source", "fieldtype": "Select", "hidden": 0, "label": "Source", "no_copy": 0, "oldfieldname": "source", "oldfieldtype": "Select", "options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign", "print_hide": 1, "read_only": 0, "report_hide": 0 }, { "allow_on_submit": 0, "default": "Draft", "doctype": "DocField", "fieldname": "status", "fieldtype": "Select", "in_filter": 1, "label": "Status", "no_copy": 1, "oldfieldname": "status", "oldfieldtype": "Select", "options": "\nDraft\nSubmitted\nOrder Confirmed\nOrder Lost\nCancelled", "print_hide": 1, "read_only": 1, "reqd": 1, "search_index": 0 }, { "allow_on_submit": 1, "doctype": "DocField", "fieldname": "order_lost_reason", "fieldtype": "Small Text", "label": "Quotation Lost Reason", "no_copy": 1, "oldfieldname": "order_lost_reason", "oldfieldtype": "Small Text", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "column_break4", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "print_hide": 1, "read_only": 0, "width": "50%" }, { "allow_on_submit": 1, "doctype": "DocField", "fieldname": "letter_head", "fieldtype": "Select", "label": "Letter Head", "oldfieldname": "letter_head", "oldfieldtype": "Select", "options": "link:Letter Head", "print_hide": 1, "read_only": 0 }, { "allow_on_submit": 1, "doctype": "DocField", "fieldname": "select_print_heading", "fieldtype": "Link", "label": "Select Print Heading", "no_copy": 1, "oldfieldname": "select_print_heading", "oldfieldtype": "Link", "options": "Print Heading", "print_hide": 1, "read_only": 0, "report_hide": 1 }, { "doctype": "DocField", "fieldname": "fiscal_year", "fieldtype": "Select", "in_filter": 1, "label": "Fiscal Year", "oldfieldname": "fiscal_year", "oldfieldtype": "Select", "options": "link:Fiscal Year", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 0 }, { "doctype": "DocField", "fieldname": "enq_det", "fieldtype": "Text", "hidden": 1, "label": "Opportunity Item", "no_copy": 0, "oldfieldname": "enq_det", "oldfieldtype": "Text", "print_hide": 1, "read_only": 1, "report_hide": 0 }, { "doctype": "DocField", "fieldname": "communication_history", "fieldtype": "Section Break", "label": "Communication History", "oldfieldtype": "Section Break", "options": "icon-comments", "print_hide": 1, "read_only": 0 }, { "allow_on_submit": 1, "doctype": "DocField", "fieldname": "communication_html", "fieldtype": "HTML", "label": "Communication HTML", "oldfieldname": "follow_up", "oldfieldtype": "Table", "print_hide": 1, "read_only": 0, "width": "40px" }, { "amend": 1, "cancel": 1, "create": 1, "doctype": "DocPerm", "role": "Sales Manager", "submit": 1, "write": 1 }, { "amend": 1, "cancel": 1, "create": 1, "doctype": "DocPerm", "role": "Sales User", "submit": 1, "write": 1 }, { "amend": 0, "cancel": 0, "create": 0, "doctype": "DocPerm", "role": "Customer", "submit": 0, "write": 0 }, { "amend": 1, "cancel": 1, "create": 1, "doctype": "DocPerm", "role": "Maintenance Manager", "submit": 1, "write": 1 }, { "amend": 1, "cancel": 1, "create": 1, "doctype": "DocPerm", "role": "Maintenance User", "submit": 1, "write": 1 } ]