{
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-05-24 19:29:08",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Transaction",
"fields": [
{
"fieldname": "customer_section",
"fieldtype": "Section Break",
"label": "Customer",
"options": "icon-user",
"permlevel": 0
},
{
"fieldname": "column_break0",
"fieldtype": "Column Break",
"permlevel": 0,
"read_only": 0,
"width": "50%"
},
{
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Series",
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
"options": "QTN-",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1
},
{
"default": "Customer",
"fieldname": "quotation_to",
"fieldtype": "Select",
"in_filter": 1,
"label": "Quotation To",
"oldfieldname": "quotation_to",
"oldfieldtype": "Select",
"options": "\nLead\nCustomer",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 1
},
{
"depends_on": "eval:doc.quotation_to == \"Customer\"",
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
"in_filter": 1,
"label": "Customer",
"oldfieldname": "customer",
"oldfieldtype": "Link",
"options": "Customer",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"search_index": 1
},
{
"depends_on": "eval:doc.quotation_to == \"Lead\"",
"fieldname": "lead",
"fieldtype": "Link",
"hidden": 0,
"in_filter": 1,
"label": "Lead",
"oldfieldname": "lead",
"oldfieldtype": "Link",
"options": "Lead",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"fieldname": "customer_name",
"fieldtype": "Data",
"hidden": 1,
"in_list_view": 1,
"label": "Customer / Lead Name",
"permlevel": 0,
"read_only": 1
},
{
"fieldname": "address_display",
"fieldtype": "Small Text",
"hidden": 1,
"in_filter": 0,
"label": "Address",
"oldfieldname": "customer_address",
"oldfieldtype": "Small Text",
"permlevel": 0,
"print_hide": 0,
"read_only": 1,
"reqd": 0,
"search_index": 0
},
{
"fieldname": "contact_display",
"fieldtype": "Small Text",
"hidden": 1,
"in_filter": 0,
"label": "Contact",
"permlevel": 0,
"print_hide": 0,
"read_only": 1
},
{
"fieldname": "contact_mobile",
"fieldtype": "Small Text",
"hidden": 1,
"label": "Mobile No",
"permlevel": 0,
"print_hide": 0,
"read_only": 1
},
{
"fieldname": "contact_email",
"fieldtype": "Small Text",
"hidden": 1,
"label": "Contact Email",
"permlevel": 0,
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "column_break1",
"fieldtype": "Column Break",
"oldfieldtype": "Column Break",
"permlevel": 0,
"read_only": 0,
"width": "50%"
},
{
"fieldname": "amended_from",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "Amended From",
"no_copy": 1,
"oldfieldname": "amended_from",
"oldfieldtype": "Data",
"options": "Quotation",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"width": "150px"
},
{
"description": "Select the relevant company name if you have multiple companies.",
"fieldname": "company",
"fieldtype": "Link",
"in_filter": 1,
"label": "Company",
"oldfieldname": "company",
"oldfieldtype": "Link",
"options": "Company",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0,
"width": "150px"
},
{
"default": "Today",
"fieldname": "transaction_date",
"fieldtype": "Date",
"in_filter": 1,
"label": "Date",
"no_copy": 1,
"oldfieldname": "transaction_date",
"oldfieldtype": "Date",
"permlevel": 0,
"read_only": 0,
"reqd": 1,
"search_index": 1,
"width": "100px"
},
{
"default": "Sales",
"fieldname": "order_type",
"fieldtype": "Select",
"in_filter": 1,
"label": "Order Type",
"oldfieldname": "order_type",
"oldfieldtype": "Select",
"options": "\nSales\nMaintenance\nShopping Cart",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0
},
{
"fieldname": "section_break0",
"fieldtype": "Section Break",
"label": "Currency and Price List",
"options": "icon-tag",
"permlevel": 0,
"read_only": 0
},
{
"fieldname": "currency",
"fieldtype": "Link",
"in_filter": 1,
"label": "Currency",
"oldfieldname": "currency",
"oldfieldtype": "Select",
"options": "Currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0,
"width": "100px"
},
{
"description": "Rate at which customer's currency is converted to company's base currency",
"fieldname": "conversion_rate",
"fieldtype": "Float",
"label": "Exchange Rate",
"oldfieldname": "conversion_rate",
"oldfieldtype": "Currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"width": "100px"
},
{
"fieldname": "column_break2",
"fieldtype": "Column Break",
"permlevel": 0,
"read_only": 0,
"width": "50%"
},
{
"fieldname": "selling_price_list",
"fieldtype": "Link",
"in_filter": 1,
"label": "Price List",
"oldfieldname": "price_list_name",
"oldfieldtype": "Select",
"options": "Price List",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0,
"width": "100px"
},
{
"fieldname": "price_list_currency",
"fieldtype": "Link",
"label": "Price List Currency",
"options": "Currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"reqd": 1
},
{
"description": "Rate at which Price list currency is converted to company's base currency",
"fieldname": "plc_conversion_rate",
"fieldtype": "Float",
"label": "Price List Exchange Rate",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1
},
{
"fieldname": "ignore_pricing_rule",
"fieldtype": "Check",
"label": "Ignore Pricing Rule",
"no_copy": 1,
"permlevel": 1,
"print_hide": 1
},
{
"fieldname": "items",
"fieldtype": "Section Break",
"label": "Items",
"oldfieldtype": "Section Break",
"options": "icon-shopping-cart",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"search_index": 0
},
{
"allow_on_submit": 1,
"fieldname": "quotation_details",
"fieldtype": "Table",
"label": "Quotation Items",
"oldfieldname": "quotation_details",
"oldfieldtype": "Table",
"options": "Quotation Item",
"permlevel": 0,
"read_only": 0,
"reqd": 0,
"width": "40px"
},
{
"fieldname": "sec_break23",
"fieldtype": "Section Break",
"permlevel": 0,
"read_only": 0
},
{
"fieldname": "net_total",
"fieldtype": "Currency",
"label": "Net Total (Company Currency)",
"no_copy": 0,
"oldfieldname": "net_total",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"reqd": 0,
"width": "100px"
},
{
"fieldname": "column_break_28",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"fieldname": "net_total_export",
"fieldtype": "Currency",
"label": "Net Total",
"options": "currency",
"permlevel": 0,
"read_only": 1
},
{
"fieldname": "taxes",
"fieldtype": "Section Break",
"label": "Taxes and Charges",
"oldfieldtype": "Section Break",
"options": "icon-money",
"permlevel": 0,
"read_only": 0
},
{
"fieldname": "taxes_and_charges",
"fieldtype": "Link",
"hidden": 0,
"label": "Taxes and Charges",
"oldfieldname": "charge",
"oldfieldtype": "Link",
"options": "Sales Taxes and Charges Master",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"fieldname": "column_break_34",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"fieldname": "shipping_rule",
"fieldtype": "Link",
"hidden": 0,
"label": "Shipping Rule",
"oldfieldtype": "Button",
"options": "Shipping Rule",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"fieldname": "section_break_36",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"fieldname": "other_charges",
"fieldtype": "Table",
"label": "Sales Taxes and Charges",
"oldfieldname": "other_charges",
"oldfieldtype": "Table",
"options": "Sales Taxes and Charges",
"permlevel": 0,
"read_only": 0
},
{
"fieldname": "other_charges_calculation",
"fieldtype": "HTML",
"label": "Taxes and Charges Calculation",
"oldfieldtype": "HTML",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"fieldname": "section_break_39",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"fieldname": "other_charges_total_export",
"fieldtype": "Currency",
"label": "Taxes and Charges Total",
"options": "currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "other_charges_total",
"fieldtype": "Currency",
"label": "Taxes and Charges Total (Company Currency)",
"oldfieldname": "other_charges_total",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "column_break_42",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"fieldname": "discount_amount",
"fieldtype": "Currency",
"label": "Discount Amount",
"options": "currency",
"permlevel": 0
},
{
"fieldname": "base_discount_amount",
"fieldtype": "Currency",
"label": "Discount Amount (Company Currency)",
"options": "Company:company:default_currency",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "totals",
"fieldtype": "Section Break",
"label": "Totals",
"oldfieldtype": "Section Break",
"options": "icon-money",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"fieldname": "grand_total",
"fieldtype": "Currency",
"label": "Grand Total (Company Currency)",
"no_copy": 0,
"oldfieldname": "grand_total",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"reqd": 0,
"width": "200px"
},
{
"fieldname": "rounded_total",
"fieldtype": "Currency",
"label": "Rounded Total (Company Currency)",
"no_copy": 0,
"oldfieldname": "rounded_total",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"width": "200px"
},
{
"description": "In Words will be visible once you save the Quotation.",
"fieldname": "in_words",
"fieldtype": "Data",
"label": "In Words (Company Currency)",
"no_copy": 0,
"oldfieldname": "in_words",
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"width": "200px"
},
{
"fieldname": "column_break3",
"fieldtype": "Column Break",
"oldfieldtype": "Column Break",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"width": "50%"
},
{
"fieldname": "grand_total_export",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Grand Total",
"no_copy": 0,
"oldfieldname": "grand_total_export",
"oldfieldtype": "Currency",
"options": "currency",
"permlevel": 0,
"print_hide": 0,
"read_only": 1,
"reqd": 0,
"width": "200px"
},
{
"fieldname": "rounded_total_export",
"fieldtype": "Currency",
"label": "Rounded Total",
"no_copy": 0,
"oldfieldname": "rounded_total_export",
"oldfieldtype": "Currency",
"options": "currency",
"permlevel": 0,
"print_hide": 0,
"read_only": 1,
"reqd": 0,
"width": "200px"
},
{
"fieldname": "in_words_export",
"fieldtype": "Data",
"label": "In Words",
"no_copy": 0,
"oldfieldname": "in_words_export",
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
"read_only": 1,
"width": "200px"
},
{
"fieldname": "fold",
"fieldtype": "Fold",
"label": "Fold",
"permlevel": 0
},
{
"fieldname": "terms_section_break",
"fieldtype": "Section Break",
"label": "Terms and Conditions",
"oldfieldtype": "Section Break",
"options": "icon-legal",
"permlevel": 0,
"print_hide": 0,
"read_only": 0
},
{
"fieldname": "tc_name",
"fieldtype": "Link",
"label": "Terms",
"oldfieldname": "tc_name",
"oldfieldtype": "Link",
"options": "Terms and Conditions",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 1
},
{
"fieldname": "terms",
"fieldtype": "Text Editor",
"label": "Term Details",
"oldfieldname": "terms",
"oldfieldtype": "Text Editor",
"permlevel": 0,
"read_only": 0
},
{
"fieldname": "contact_section",
"fieldtype": "Section Break",
"label": "Contact Info",
"options": "icon-bullhorn",
"permlevel": 0,
"read_only": 0
},
{
"description": "Add / Edit",
"fieldname": "territory",
"fieldtype": "Link",
"hidden": 0,
"in_filter": 1,
"label": "Territory",
"options": "Territory",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0
},
{
"depends_on": "customer",
"description": "Add / Edit",
"fieldname": "customer_group",
"fieldtype": "Link",
"in_filter": 1,
"label": "Customer Group",
"oldfieldname": "customer_group",
"oldfieldtype": "Link",
"options": "Customer Group",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 0,
"search_index": 0
},
{
"fieldname": "shipping_address_name",
"fieldtype": "Link",
"hidden": 0,
"label": "Shipping Address",
"options": "Address",
"permlevel": 0,
"print_hide": 1
},
{
"fieldname": "shipping_address",
"fieldtype": "Small Text",
"hidden": 1,
"label": "Shipping Address",
"permlevel": 0,
"print_hide": 1,
"read_only": 1
},
{
"depends_on": "customer",
"fieldname": "col_break98",
"fieldtype": "Column Break",
"permlevel": 0,
"read_only": 0,
"width": "50%"
},
{
"fieldname": "customer_address",
"fieldtype": "Link",
"hidden": 0,
"in_filter": 1,
"label": "Customer Address",
"options": "Address",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"depends_on": "eval:doc.customer",
"fieldname": "contact_person",
"fieldtype": "Link",
"hidden": 0,
"in_filter": 1,
"label": "Contact Person",
"oldfieldname": "contact_person",
"oldfieldtype": "Link",
"options": "Contact",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 0
},
{
"fieldname": "more_info",
"fieldtype": "Section Break",
"label": "More Info",
"oldfieldtype": "Section Break",
"options": "icon-file-text",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"fieldname": "campaign",
"fieldtype": "Link",
"hidden": 0,
"label": "Campaign",
"no_copy": 0,
"oldfieldname": "campaign",
"oldfieldtype": "Link",
"options": "Campaign",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0
},
{
"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",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0
},
{
"allow_on_submit": 0,
"default": "Draft",
"fieldname": "status",
"fieldtype": "Select",
"in_filter": 1,
"in_list_view": 1,
"label": "Status",
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "Draft\nSubmitted\nOrdered\nLost\nCancelled\nOpen\nReplied",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"reqd": 1,
"search_index": 0
},
{
"allow_on_submit": 1,
"fieldname": "order_lost_reason",
"fieldtype": "Small Text",
"label": "Quotation Lost Reason",
"no_copy": 1,
"oldfieldname": "order_lost_reason",
"oldfieldtype": "Small Text",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"fieldname": "column_break4",
"fieldtype": "Column Break",
"oldfieldtype": "Column Break",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"width": "50%"
},
{
"allow_on_submit": 1,
"fieldname": "letter_head",
"fieldtype": "Link",
"label": "Letter Head",
"oldfieldname": "letter_head",
"oldfieldtype": "Select",
"options": "Letter Head",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"allow_on_submit": 1,
"fieldname": "select_print_heading",
"fieldtype": "Link",
"label": "Print Heading",
"no_copy": 1,
"oldfieldname": "select_print_heading",
"oldfieldtype": "Link",
"options": "Print Heading",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 1
},
{
"fieldname": "fiscal_year",
"fieldtype": "Link",
"in_filter": 1,
"label": "Fiscal Year",
"oldfieldname": "fiscal_year",
"oldfieldtype": "Select",
"options": "Fiscal Year",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1,
"search_index": 0
},
{
"fieldname": "enq_det",
"fieldtype": "Text",
"hidden": 1,
"label": "Opportunity Item",
"no_copy": 0,
"oldfieldname": "enq_det",
"oldfieldtype": "Text",
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"report_hide": 0
},
{
"fieldname": "communication_history",
"fieldtype": "Section Break",
"label": "Communication History",
"oldfieldtype": "Section Break",
"options": "icon-comments",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
},
{
"allow_on_submit": 1,
"depends_on": "eval:!doc.__islocal",
"fieldname": "communication_html",
"fieldtype": "HTML",
"label": "Communication HTML",
"oldfieldname": "follow_up",
"oldfieldtype": "Table",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"width": "40px"
},
{
"fieldname": "communications",
"fieldtype": "Table",
"hidden": 1,
"label": "Communications",
"options": "Communication",
"permlevel": 0,
"print_hide": 1
}
],
"hide_toolbar": 0,
"icon": "icon-shopping-cart",
"idx": 1,
"is_submittable": 1,
"max_attachments": 1,
"modified": "2015-01-21 11:24:08.210880",
"modified_by": "Administrator",
"module": "Selling",
"name": "Quotation",
"owner": "Administrator",
"permissions": [
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Manager",
"submit": 1,
"write": 1
},
{
"amend": 1,
"apply_user_permissions": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User",
"submit": 1,
"write": 1
},
{
"amend": 0,
"apply_user_permissions": 1,
"cancel": 0,
"create": 0,
"delete": 0,
"email": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Customer",
"submit": 0,
"write": 0
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Maintenance Manager",
"submit": 1,
"write": 1
},
{
"amend": 1,
"apply_user_permissions": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Maintenance User",
"submit": 1,
"write": 1
},
{
"permlevel": 1,
"read": 1,
"role": "Sales Manager",
"write": 1
}
],
"read_only_onload": 1,
"search_fields": "status,transaction_date,customer,lead,order_type",
"sort_field": "modified",
"sort_order": "DESC"
}