The details of the sales proposal are recorded in the Details tab. The Details tab contains the following sections:
- Reporting / Transaction Currency
- Pricing Currency When Transferred
- Transaction Currency When Transferred
- Description
- Shipment Info
The following information is recorded in this section:
Reporting / Transaction Currency Info: This section is used to record the reporting/transaction currency exchange rate and total information of the sales proposal slip. The amount calculated processing the value read from the Daily Exchange Rates table and the slip total is automatically inserted into the Total field. If the transaction will be recorded with a different currency type, the reporting/transaction currency is changed.
When Transferred: When the proposal slips are transferred into the contract, the transfer method of the pricing/transaction currency information of the lines is specified in "When Transferred" section of the Details tab. This field contains the following options:
- Use as is
- Update Exchange Rate
When "Use as is" is selected, the pricing/transaction currency information of the lines is directly transferred into the contracts.
When "Update Exchange Rate" is selected, the pricing/transaction currency information is updated by processing the exchange rate information at the contract date.
Description: This field is used to record the general description of the proposal slip.
Shipment Info: The fields of this section are used to record the delivery type and the Shipping Agent who performs the delivery transaction.