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);

These fields are underlined in the table of the lines in order to spot them easily.

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.

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.

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.

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.

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.