Modifying lines

An existing line can be modified.

1 From the quotation, 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.

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 quotation, 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 quotation, check one or several lines to be 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.

Prerequisite: The Periodicity of the lines must be Unique.

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.
1 From the quotation, check one or multiple 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:
  • Check Do not reschedule if you do not want to reschedule the related date.
  • Check To a date to select a precise date to which the date must be rescheduled.
  • Check Period to set the duration after which the date must be rescheduled. Then specify the Number and the Period type.

Example

To reschedule the date in 3 months:

  • Check Period;
  • Specify 3 in Number;
  • Select Month(s) in the Period drop-down list.

Tip

You can specify a negative Number in order to reschedule the date in the past. For example, specify -2 and select Month(s) to reschedule the date 2 months earlier.

Note

When a Period rescheduling is specified for the Period start, you can check the Reschedule period start and end option if you want to apply the same rescheduling the to the Period end.

4 Click on Validate and save the quotation.

The dates are rescheduled.

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

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).

1 From the quotation, 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.
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.

1 From the quotation, open the budget adjustment window:
  • To adjust the budget of a selection of lines: check one or multiple lines then click on at the top right of the lines > Adjust budget on selected lines.
  • To adjust the budget of all lines: click on at the top of the quotation screen then on Adjust budget.

A window opens. The Recurring pre-tax total field shows the recurring and non-recurring pre-tax total of the current lines.

2 Specify the Target recurring pre-tax total for the relevant lines.
3 Under the Adjust field, check the desired adjustment option:
Option Description
the unit price

Allows modifying the budget by modifying the unit prices of the lines.

This option cannot be used if the Non-modifiable unit price box is checked on a sold product record sheet.

If there is a difference in the amount due to a rounding calculation, a fixed‑amount discount will automatically be applied to the line with the lowest quantity in order to correct the discrepancy.
the discount in %

Allows modifying the budget by applying a discount in percentage on the lines.

This option cannot be used if the Target recurring pre-tax total is negative.

If there is a difference in the amount due to a rounding calculation, this discrepancy must be corrected manually after the budget has been adjusted.
the discount in amount

Allows modifying the budget by applying a fixed-amount discount on the lines.

If the Target recurring pre-tax total is negative, the amount discount will be negative.

If there is a difference in the amount due to a rounding calculation, this discrepancy will be corrected automatically in a line discount.

Example

The quotation contains the following lines:

Label Quantity Unit price Pre-tax total
Maintenance 1 €500 €500
License 2 €750 €1,500

I want to reduce the total amount of these lines from €2,000 to €1,500, which corresponds to a 25% reduction. I then specify 1500 in the Target recurring pre-tax total field.

If I select the the unit price option, the unit price of each line will be reduced by 25%.

Label Quantity Unit price Pre-tax total
Maintenance 1 €375 €375
License 2 €562.5 €1,125

If I select the the discount in % option, a 25% discount will be applied on each line:

Label Quantity Unit price Discount in % Pre-tax total
Maintenance 1 €500 25% €375
License 2 €750 25% €1,125

If I select the the discount in amount option, a fixed-amount discount will be applied on each line:

Label Quantity Unit price Discount in amount Pre-tax total
Maintenance 1 €500 €125 €375
License 2 €750 €375 €1,125
4 Click on Validate.

The budget is adjusted on the relevant lines.

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 quotation, 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:
Field Description
Apply discount in %

Allows you to apply a discount in percentage to the Total of the selected lines.
Apply discount in amount

Allows you to apply a discount in amount to the Total of the selected lines.
Reduce UPs in %

Allows you to apply a discount in percentage to the Pre-tax unit price of the selected lines.
Reduce UPs in amount Allows you to apply a discount in amount to the Pre-tax unit price of the selected lines.
Increase UPs in % Allows you to apply an increase in percentage to the Pre-tax unit price of the selected lines.
Increase UPs in amount Allows you to apply an increase in amount to the Pre-tax unit price of the selected lines.

Notes

The options to reduce and increase the unit price cannot be used for a line with a discount.

These options cannot be modified if the Non-modifiable unit price box is checked on the sold product record sheet.

4 In the Modification section, specify the amount or percentage of modification to apply.
5 Click on Validate.
6 Save the quotation.

The amount of the selected lines are modified.