Use this tab to specify information regarding financial aspects of the sales quotation.
To access the tab, choose
.Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
By default, displays Sales Quotation – XXX, where XXX is the customer code. You can change this content, if required. |
By default, displays the payment terms for the customer, as defined in the business partner master data. If required, specify different payment terms. |
Specify the payment method for the customer as defined in the business partner master data. |
Specify a central bank indicator for documents created for foreign business partners. |
Specify when you initiate the payment:
|
Enter the due date for an installment. The calculation is based on the date of the order and the values specified in the payment terms. The payment period can be given for the current month or for several months in the future, as well as for the number of days you specify in the last month of the period. |
By default, displays the project name linked to the customer in the business partner master data. If required, specify a different project name. |
The customer's or lead's federal tax ID, if defined in the Federal Tax ID field in: . |
Enter an order number of the chain when you use the direct distribution method. This number is recorded in the file that you send to a head office of the chain store. |
Displays the number of the tax invoice after the tax invoice report is printed. |
Displays the issue date of the tax invoice after the tax invoice report is printed. |
Indicates that the document has been reported in a summary VAT report. |
Displays the date on which a company and its customers agree to summarize invoices to create a monthly invoice. Note Once the document is posted, you cannot change the closing date. End of the note. |
Displays the monthly invoice number included in the A/R document. |
Displays the issue date of the monthly invoice included in the A/R document. |
Select the identification document of the business partner, for example, certificate of fiscal residence or passport. This field is visible only if Extended Tax Reporting is selected in the company details (see Initializing Tax Reporting According to Model 340). |