Modifying quotation lines

An existing line can be modified.

1

From the Table or Tree structure tab, click on from the Actions column of the line to modify.

2

Modify the desired information.

3

Validate the line and save the quotation.

The line is modified.

From the Table or Tree structure tab, the following fields can be modified directly from the quotation record sheet in the lines table:

• Label;
• Additional label;
• Quantity;
• Pre-tax unit price (Object currency);
• Discount %;
• Discount in pre-tax amount (Object currency);
• Resource.

These fields are identified with the icon in the lines table in order to easily spot them.

To modify one of these fields:

1

Double-click on the desired field from the table of the lines.

2

Specify the new value to apply.

To use mathematical formulas, specify the = character followed by the desired formula, for example =123*456+78/9. Then press Tab to calculate and specify the result. Mathematical formulas are only possible on number fields.

3

Click on or press Enter then save the quotation.

The project/phase/sub-phase can be modified on several lines at once.

1

From the Table or Tree structure tab, check one or several lines for which you want to modify the assignment.

2

Click on the icon at the top right of the lines then click on Modify project of selected lines.

3

Specify the new assignment of the lines.

According to the assignment type of the quotation, only some information can be modified:

• If the quotation is in Single assignment, specify the Task. The Project, Phase, Sub-phase can only be modified from the management object details (see Managing header information).
• If the quotation is in Single project and multi-phases, specify the Phase, Sub-phase and Task of the line. The Project can only be modified from the management object details (see Managing header information).
• If the quotation is in Multi-phases, specify the Project, Phase, Sub-phase and Task of the line.

When the Entity is specified in the quotation header, the Project help list only displays projects linked to the specified Entity.

4

Save the quotation.

Assignments are modified.

You can define lines as non-publishable so they are not displayed in the printed documents.

1

From the Table or Tree structure tab, check one or several lines to make non-publishable.

2

Click on at the top right of the lines then click on Mark selected lines as non-publishable.

3

Save the quotation.

Selected lines cannot be printed.

In order to make the lines publishable again, check the desired lines then go to > Mark selected lines as publishable.

The following dates of a quotation can be rescheduled on multiple lines at once:

• Expected delivery date;
• Expected billing date;
• Contractual date;
• Period start and Period end dates.

Prerequisite: The Periodicity of the lines must be Unique.

1

From the Table or Tree structure tab, check one or several lines for which you want to reschedule dates.

2

Click on at the top right of the lines then on Reschedule dates of selected lines.

3

Specify the desired rescheduling in the sections corresponding to each date:

The following information can be modified on multiple lines at once:

• recurrence information, which are used to calculate billing information of customer contracts created from orders. This information is visible only if the Periodicity is different from Unique.
• the expected delivery date, the expected billing date and the period.

This information corresponds to the fields of the Billing section from the details of lines (except Salesperson).

Prerequisite: The billing method of the lines to be modified must be different from Service.

1

From the Table or Tree structure tab, check one or several lines for which you want to modify the recurrence information.

2

Click on the icon at the top right of the lines then click on Modify recurrence of selected lines.

3

Specify the information to apply to the selected lines. For more information on those fields, refer to Adding lines to a quotation.

4

Click on Validate and save the quotation.

Recurrence information is modified on the selected lines.

Adjusting a budget allows you to modify the total pre‑tax amount of multiple lines in order to automatically calculate and apply the corresponding discount or unit‑price modification to each line, while preserving their initial proportions.

Prerequisite: The relevant lines must not contain any discount.

The amounts of multiple lines can be modified at once. If some lines already have discounts specified, these will be overwritten by the new discount.

1

From the Table or Tree structure tab, check one or several lines for which you want to modify the amount.

2

Click on at the top right of the lines then on Modify amount of selected lines.

3

In the Amounts modification options section of the displayed window, select the type of modifications to apply among: