Field dictionary

This module explains the use of the quotation object, which is a Frisbii object.

Let's start with the fields dictionary, which allows you to orientate and customize the page layout according to your business needs.

Definition

Let's go back to the definition we saw in the article Main Objects:

Object	Description
Quotation	Similar to opportunities, quotations are your current deals and allow you to edit quotes (Quotation PDFs). You can create quotations, monitor them and modify them throughout the sales cycle. With Frisbii, invoicing is based on won quotations.

Now that we understand the aim of this object, we can go into detail in order to understand the different fields you can add to the page layout.

The fields of the object

Here is a list of fields by section.

Details

Record Name	Text (80)	Name of the quotation to be filled in. The field is mandatory when creating the record. Creating a flow you can set up an automatic renaming according to a convention established beforehand.
Account	Lookup (Account)	Links to the Salesforce object Account This information is displayed on the PDF of the quotation
Contact	Lookup (Contact)	Links to the Salesforce object Contact This Information displayed on the PDF of the quotation Required if you would like to send the PDF by email.
Issuer	Lookup (Corporate Name)	Links to the Frisbii object Corporate Name For more information, please read this article : Corporate names - Fields dictionary This information is displayed on the PDF of the quotation
Type	Picklist	You can customize the values of this pick list, to set up several types of quotations according to your business needs.
Source	Picklist	This list qualifies the context in which the quotation is created: contact from website, partner, networking, exhibition...
Description	Long Text Area (32000)	Internal field, not displayed on the PDF of the quotation. You can use this field to make comments to your colleagues.
Quotation Date	Date	By default, the date the quotation was created. Used in the automation of billing from the quotation. Displayed on the PDF of the quotation.
Valid Until	Date	If your customer/prospect has not confirmed the quotation within this period, the quotation is no longer valid.
Close Date	Date	The date on which the client accepts the quotation or is required to provide a response.
Forecast Category	Picklist	The sales cycle category to which a quotation is assigned. Categories proposed by Frisbii: Omitted, Pipeline (default value), Best Case, Commitment, Booked To be customized according to business needs.
Stage	Picklist	Communication/negotiation stage with the client/prospect. Steps proposed by Frisbii: Identified, Qualifying, Negotiation, Won, Lost, Replaced. To be customized according to the business need. Can be used in the automation of invoice creation from the quotation.
Status	Picklist	Record Status: Draft, Revision required, Ready to send, Sent. To be customized according to business needs. Can be used in automations to avoid processing quotations in draft, in revision or already sent.

Presentation

Subject	Text (100)	To be filled in to be displayed as a title on the PDF of the quotation. Conditional field on the PDF template: if the field is empty, it will not be displayed on the PDF.
Your Ref.	Text (255)	Your reference: the reference you want to fill in for the customer (ex: purchase order number). Conditional field on the PDF template: if the field is empty, it will not be displayed on the PDF.
Payment Method	Picklist	The means agreed with the customer to pay the invoice. To be customized from the global value set. (Trailhead : Share Values with Global Value Set)
Special Terms	Text Area (255)	Allows you to enter the special conditions of the quotation.
Comments	Text Area (255)	To be filled in to be displayed as a title on the PDF of the quotation. Conditional field on the PDF template: if the field is empty, it will not be displayed on the PDF.
Show Product Details	Checkbox	Allows you to display the details of the products on the PDF of the quotation. Beware: The description field needs to be filled in the product linked to the quotation line item of the concerned quotation.
Show Detailed Description	Checkbox	Allows you to display the detailed description of the products on the PDF of the quotation. Beware: The detailed description field must be filled the quotation line item of the concerned quotation..
Show Discount	Checkbox	If this box is checked, the discount rate of the quotation line items is displayed as a column in the main table of the quotation.
Show Terms	Checkbox	Allows you to display the conditions on the PDF of the quotation.
Other Template	Lookup (Template)	Allows you to set up another PDF template of the quotation previously set up. This template will only apply to this quotation.

Amounts, discounts and special terms

Discount (%)	Percent	Bottom line discount rate (%).
Discount Reason	Text Area (255)	Reason for the bottom line discount. Displayed when the field Discount (%) is filled in. This field is included in the PDF of the quotation/invoice.
Discount total	Formula (Currency)	Total discount amount of the quotation = Discount on quotation line items + bottom line discount. Managed field (cannot be modified). 2 decimals.
Discount total (%)	Formula (Percent)	Total discount percentage of the quotation = Discount on quotation line items + bottom line discount. Calculation: Total discount/ Amount before any discount. If there are no discounts, 0% is displayed. Managed field (cannot be modified). 2 decimals.
Amount incl. VAT	Formula (Currency)	Amount including VAT after any quotation discount. Managed field (cannot be modified). 2 decimals.
Amount excl. VAT	Roll-Up Summary (SUM Quotation Line Item)	Amount excl. tax after discount = Amount excl. discount - Total discount. Managed field (cannot be modified). 2 decimals.
VAT Amount	Formula (Currency)	VAT amount after any discount on the quotation. Managed field (cannot be modified). 2 decimals.
VAT (%)	Formula (Percent)	VAT percentage of the quotation = VAT amount after discount / Amount excl. VAT after discount. The VAT rate is indicated on the quotation line items. Managed field (cannot be modified).

Invoicing

Invoiced Amount	Formula (Currency)	Sum of the amount of invoices issued and the amount of invoices in draft (linked to the quotation). Managed field (cannot be modified).
Left to be invoiced	Formula (Currency)	If the amount after discount is greater than the amount invoiced, the calculation is: Amount after discount - Amount invoiced. Otherwise the amount remaining to be invoiced is 0€. Managed field (cannot be modified).
Billing Plan	Formula (Text)	Image that is displayed according to the percentage of the invoiced amount. In order to display it, you must create an invoice (detailed) or a credit note from the quotation. Managed field (cannot be modified).
Billing Schedule	Lookup (Schedule)	Reference to the billing schedule Managed field (cannot be modified).
Invoiced ex VAT (Issued)	Currency (16, 2)	Displays the sum of the amounts before tax of the invoices issued related to this quotation. Managed field (cannot be modified).
Invoiced ex VAT (Projected)	Currency (16, 2)	Displays the sum of the amounts before tax of the invoices in draft linked to this quotation. Managed field (cannot be modified).

Related objects

Opportunity	Lookup (Opportunity)	Displays the opportunity linked to this quotation. Allows you to associate an opportunity manually if the quotation has not been created from the opportunity.
Synchronize with Opportunities	Checkbox	Allows to synchronize the two objects.
Accounting Data	Lookup (Accounting data)	Links the Frisbii object Accounting Data. The accounting billing information of an account.
Product Configuration	Lookup (Product Configuration)	Allows you to add a product configuration
Price book	Lookup (Price Book)	Displays the price book linked to this quotation. Allows you to associate a price catalog manually.
Start date	Date	For a subscription: invoicing start date, included in the subscription when the subscription is created from the quotation.
End date	Date	For a subscription: invoicing end date, included in the subscription when the subscription is created from the quotation.
Frequency	Picklist	Periodicity of the subscription, included in the subscription when the subscription is created from the quotation.
Type of Division	Picklist	By amount or by quantity Used for the creation of the subscription from the quotation.

Fields to be added to the page layout if needed

If you want to add fields in this page, please follow the steps here: The new dynamic page layouts and how to change them from Summer '21.

Amount excl. Other Taxes	Number	Allows you to enter the taxes calculated at the quotation level. Example: The American and Canadian taxes are calculated at the level of the total amount before tax of the whole document and not at the level of each line. This field is used in the calculation of the total including all taxes of the quotation.
Amount excl. VAT before Discounts	Roll-Up Summary (SUM Quotation Line Item)	Sum of the amounts excl. tax before any discount on the quotation items. Managed field (not modifiable). 2 decimals
Amount excl. VAT (line items)	Roll-Up Summary (SUM Quotation Line Item)	Displays the sum of the amounts excluding VAT of all the quotation items related to the quotation (before bottom line discount).
Auto Invoicing	Checkbox	Used for billing automation from the Quotation. Here is the article about it: Automation : Invoice generation from quotations Managed field (not editable).
Currency	Picklist	Please follow this Salesforce article if you would like to manage Multiple Currencies. Attention: the currency can be entered at several levels.
Default Template	Formula (Text)	Displays the PDF template of the quotation selected in the Corporate Name. The name of the template is displayed as non-editable text. Managed field (not editable).
Discount	Formula (Currency)	Formula: Amount excl. VAT * Discount rate
Discount (%)	Formula (Percent)	Takes over the Discount (%) field Displayed to 2 decimal places instead of 4
Discount (line items)	Roll-Up Summary (SUM Quotation Line Item)	Displays the sum of the discount amount of all quotation line items related to the quotation
External ID	Text(255) (External ID) (Unique Case Sensitive)	If the quotation is associated with a record in a third-party system, you can enter the offer ID from that third-party system here.
Language	Picklist	By putting this tag language="{!sofactoapp__Offre__c.sofactoapp__Langue__c}" in your quotation PDF template, the language chosen on the quotation will be applied to the PDFs. Beware: Like the VAT rate, the language can be configured at several levels (Account, Accounting data, Invoice or Quotation).
Number of PDF Quotations	Roll-Up Summary (COUNT PDF Quotation)	Displays the number of PDFs linked to this quotation Managed field (not editable).
Payment Term	Picklist	The time period agreed with the customer to pay the invoice. Refers to a set of global values (Trailhead : Share Values with Global Value Set) X days net: X days from the start date X days end of month: X days from the last day of the month
Reference PDF	Lookup (PDF Quotation)	If you do not specify a PDF template here, the default PDF template set up on the Corporate Name is used. Administration: If you do not want to give users the option to choose a PDF template, remove this field from the page layout.
Template	Formula (Text)	Displays the PDF template of the offer applied on the Quotation. If you have chosen a template other than the default template, it will be displayed here. The name of the template is displayed as non-editable text. Managed field (not editable).