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Inserting Fields

1. On the Insert Menu in Word selected Quick Parts. Then click Fields.




2. Select MergeField in the Fields Names area and enter the name of the field to be displayed in the Field Name, then press Ok.



3. The Merge field will be created in the document. When the Quote is generated Ascora will replace this merge field with the data from the Quote.

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Image Removed Note: When editing a Merge field, use the edit menu by right-clicking on the field you want to change.Last Updated: 26/10/2020Page 4 of 52

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Preparing the Document


To enable the document to correctly generate Table data you need to insert a GroupStart merge field at the start of the document and a GroupEnd merge field at the end of the document.

Note: These don't need to be exactly at the start or end of the document as long as the tables that will
be generated are covered.


Quotation

Job

Invoice

«GroupStart:Quote»

«GroupStart:Job»

«GroupStart:Invoice»

.. Document Content Here

.. Document Content
Here

.. Document Content
Here

«GroupEnd:Quote»

«GroupEnd:Job»

«GroupEnd:Invoice»

Purchase Order

Scheduler


«GroupStart:PurchaseOrder»

«GroupStart:Scheduler»


.. Document Content Here

.. Document Content
Here


«GroupEnd:PurchaseOrder»

«GroupEnd:Scheduler»





Invoice Example

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Inserting Images

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Supplies are intended to be displayed in a table, only works for Quotes, Job and Invoices. The document generator will look for the markers in a table to be used as the start and end of the Supply row.

«TableStart:Supply»


«TableEnd:Supply»

A description of Supply details, see: General Additional Tables - Supply

...

Callout Fees are intended to be displayed in a table, only works for Quotes, Job and Invoices. The document generator will look for the markers in a table to be used as the start and end of the Call Out Fee row.

«TableStart:CallOutFee»


«TableEnd:CallOutFee»

A description of Supply details, see: General Additional Tables – CallOutFee CallOutFee

Labour

Labour is intended to be displayed in a table, only works for Quotes, Job and Invoices The document generator will look for the markers in a table to be used as the start and end of the Labour row.

«TableStart:Labour»


«TableEnd:Labour»

A description of Labour details, see: General Additional Tables - Labour

...

Equipment is intended to be displayed in a table, only works for Quotes, Job and Invoices. The document generator will look for the markers in a table to be used as the start and end of the Equipment row.

«TableStart:Equipment»


«TableEnd:Equipment»

A description of Equipment details, see: General Additional Tables - Equipment

...

Annotations associated with Supplies can be placed in a separate list outside of the Supply Table. Only works for Quotes, Jobs and Invoices, Annotation will be placed in a Annotation Table if one exists in the document.

«TableStart:Annotation»


«TableEnd:Annotation»

A description of Annotation details, see: General Additional Tables - Annotation



...

Booking is intended to be displayed in a table only on Quotes and Jobs, The document generator will look for the markers in a table to be used as the start and end of the Booking row.

«TableStart:Booking»


«TableEnd:Booking»

A description of Booking details, see here General Additional Tables - Booking

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Note is intended to be displayed in a table only on Quotes, The document generator will look for the markers in a table to be used as the start and end of the Note row.

«TableStart:Note»


«TableEnd:Note»

A description of Note details, see General Additional Tables - Note

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Attachment is intended to be displayed in a table only on Quotes, The document generator will look for the markers in a table to be used as the start and end of the Attachment row.

«TableStart:Attachment»


«TableEnd:Attachment»

A description of Attachment details, see General Additional Tables - Attachment

«TableStart:Attachment»

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Quotation Tables

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Inclusion is intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Inclusion row.

«TableStart:Inclusion»«Text»«TableEnd:Inclusion»

A description of inclusion listing details, see: Quotation Additional Tables - Inclusion
 

Exclusion Listing

Exclusion is intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Exclusion row.

«TableStart:

...

Inclusion»«Text»«TableEnd:

...

Inclusion»

A description of inclusion listing details, see: Quotation Additional Tables - Exclusion

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Progress Payment is intended to be displayed in a table only on Quotes. The document generator will look for the markers in a table to be used as the start and end of the Progress Payment row.

«TableStart:ProgressPayment»


«TableEnd:ProgressPayment»

A description of Progress Payment details, see here: Quotation Additional Tables – Progress[ Payment|#_bookmark25]

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Optional Supply is intended to be displayed in a table only on Quotes, The document generator will look for the markers in a table to be used as the start and end of the Optional Supply row.

«TableStart:OptionalSupply»


«TableEnd:OptionalSupply»

A description of Optional Supply details, see here Quotation Additional Tables – Optional Supply

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Note is intended to be displayed in a table only on Quotes, The document generator will look for the markers in a table to be used as the start and end of the Note row.

«TableStart:SectionNote»


«TableEnd:SectionNote»

A description of Section Note details, see: Quotation Section Additional Tables, Section Note
Section Note only apply inside of Section Detail, see Section Details

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Attachment is intended to be displayed in a table only on Quotes, The document generator will look for the markers in a table to be used as the start and end of the Attachment row.

«TableStart:SectionAttachment»


«TableEnd:SectionAttachment»

A description of Section Attachment details, see Quotation Section Additional Tables, Section[ Attachment|#_bookmark29]
Section Attachments only exist inside of Section Detail, see Section Details

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Inclusions are intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Inclusion row.

«TableStart:SectionInclusion»


«TableEnd:SectionInclusion»

A description of Section Inclusion details, see: Quotation Section Additional Tables, Section[ Inclusion|#_bookmark29]
Section Note only apply inside of Section Detail, see Section Details

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Exclusions are intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Exclusion row.

«TableStart:SectionExclusion»


«TableEnd:SectionExclusion»

A description of Section Exclusion details, see: Quotation Section Additional Tables, Section[ Exclusion|#_bookmark29]
Section Note only apply inside of Section Detail, see Section Details

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Check Ins is intended to be displayed in a table only on Jobs. The document generator will look for the markers in a table to be used as the start and end of the Check Ins row.

«TableStart:CheckIn»


«TableEnd:CheckIn»

A description of Purchase Order Line details, see: Job Additional Tables – Check Ins.

...

Notes is intended to be displayed in a table only on Jobs. The document generator will look for the markers in a table to be used as the start and end of the Notes row.

«TableStart:Note»


«TableEnd:Note»

A description of Purchase Order Line details, see: Job Additional Tables – Notes.

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Attachment is intended to be displayed in a table only on Jobs. The document generator will look for the markers in a table to be used as the start and end of the Attachment row.

«TableStart:Attachment»


«TableEnd:Attachment»

A description of Attachment details, see: Job Additional Tables – Attachments.
Note: The TableStart fields will not be visible in the generated document.

...

Timesheet is intended to be displayed in a table only on Jobs. The document generator will look for the markers in a table to be used as the start and end of the Timesheet row.

«TableStart:Timesheet»


«TableEnd:Timesheet»

A description of Attachment details, see: Job Additional Tables – Timesheet Fields.
Note: The TableStart /TableEnd fields will not be visible in the generated document.

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Current Claim is intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Current Claim row.

«TableStart:CurrentClaim»


«TableEnd:CurrentClaim»

A description of Current Claim details, see: Invoice Additional Tables – Current Claim

...

Current Claim is intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Current Claim row.

«TableStart:PreviousClaim»


«TableEnd:PreviousClaim»

A description of Previous Claim details, see here: Invoice Additional Tables – Previous Claim
Note: The TableStart fields will not be visible in the generated document.

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Current Variation Claim is intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Current Variation Claim row.

«TableStart:CurrentVariationClaim»


«TableEnd:
CurrentVariationClaim »

A description of Current Variation Claim details, see: Invoice Additional Tables – Current Variation[ Claim|#_bookmark32]

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Purchase Order Lines are intended to be displayed in a table only on Purchase Order. The document generator will look for the markers in a table to be used as the start and end of the Purchase Order Line row.

«TableStart:PurchaseOrderLine»«PartNumber»


«LineTotal»«TableEnd:PurchaseOrderLine»

A description of Purchase Order Line details, see: Purchase Order Additional Tables – Purchase[ Order Lines|#_bookmark33].
Note: The TableStart / TableEnd fields will not be visible in the generated document.

...

Schedule details is intended to be displayed in a table only on Schedule. The document generator will look for the markers in a table to be used as the start and end of the schedule details row.

«TableStart:SchedulerDetails»


«TableEnd:SchedulerDetails»

A description of Attachment details, see: Scheduler Additional Table – Scheduler Details

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Company Detail Fields


Company Header Fields*

Company Information


CompanyName

Trading Name of the Company

CompanyLegalName

Legal Name of the Company

CompanyPhone

Phone for the Company

CompanyFax

Fax of the Company

CompanyEmail

Email address for the Company

CompanyWebsite

Website for the Company

CompanyStreetLine1

Address Line 1 of the Physical Company Address

CompanyStreetLine2

Physical Suburb, State and Postcode of the Company

CompanyPostalLine1

Address Line 1 of the Postal Company Address

CompanyPostalLine2

Postal Suburb, State and Postcode of the Company

CompanyReg1

Registration 1 for the Company

CompanyReg2

Registration 2 for the Company

CompanyReg3

Registration 3 for the Company

BankAccountName

Bank Account Name for the Company

BankAccountBSB

Bank Account BSB for the Company

BankAccountNumber

Bank Account Number for the Company

ExtraInvoiceText

Additional text to be displayed on the Invoice

TaxName

Tax Name

*{}you You can include those field at:

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Assigned User Header Fields*

Company Information


AssignedUserName

Assigned User Full Name

AssignedUserFirstName

Assigned User First Name

AssignedUserLastName

Assigned User Last Name

AssignedUserJobTitle

Assigned User Job Title

AssignedUserTeam

Assigned User Team

AssignedUserMobile

Assigned User Mobile

AssignedUserEmail

Assigned User Email

*{}you You can also those fields at:

Quotation, Job, Invoice, Purchase Order, Scheduler and Scheduler Details.

There are some exceptions on how we get Assigned User info at:

  • Purchase Order will come from the Job associated to the Purchase Order.
  • Invoice will come from the Job associated to the Invoice.
  • Scheduler comes from the user is scheduled to the Job or Quote.
  • Scheduler Details comes from the user assigned to the Job or Quote.

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Quote Header Fields*

Quote Information


QuoteNo

Number assigned to the Quotation

QuoteName

Quotation Name

ClientOrderNumber

Entered Client Order Number on the Quote

PurchaseOrderNumber

Entered Purchase Order Number on the Quote

CareOfBillingName

Care of Name from the Quote Billing Customer

QuoteDescription

Quotation Description

QuoteDate

Date associated with the Quotation

QuoteSignedDate

Quote Signed Date

ValidUntilDate

Date to which the Quotation is valid

DueDate

Due Date of the Quotation

QuoteAddressLine1

Address Line 1 of the Quote Details

QuoteAddressLine2

Address Line 2 of the Quote Details

QuoteAddressLine3

Suburb, state and postcode of the Quote Details

QuoteAddressPostcode

Postcode of the Quote Details

QuoteAddressState

State of the Quote Details

QuoteAddressSuburb

Suburb of the Quote Details

QuoteTotalExTax

Total value of the Quotation excluding Tax

QuoteTax

Total value of Tax on the Quotation

QuoteTotalIncTax

Total value of the Quotation including Tax

QuoteCreatedDate

Date When was created the Quote

DiscountExTax

Discount Giving to the Quote

DiscountIncTax

Discount Include Tax Giving to the Quote

TotalLabourValueExTax

Total Labour Values excluding tax

TotalLabourCost

Total Labour Cost


TotalSuppliesValueExTax

Total Supply Value Excluding Tax

TotalSuppliesCost

Total Supplies Cost

TotalLabourSupplyValueExTax

Total Labour and Supply Value Excluding Tax

TotalLabourSupplyCost

Total Labour and Supply Cost

TotalExTaxOptionalSupply

Total Exclude Tax of optional supply items

TotalTaxOptionalSupply

Total Tax of optional supply items

TotalIncTaxOptionalSupply

Total Include tax of optional supply items

TotalCallOutFeeExTax

Total Callout Fees excluding Tax

QuoteSignedDate

Date on which the Quotation was signed

SignedOffBy

Name of the party who signed off on the Quotation.

JobNumber

Associate Job Number

JobName

Associate JobName

JobCompleted

Associated Job Completed Date

AssociatedJobType

Associate Job Type

JobDescription

Associate Job Description

JobCreatedOn

Associate Job Created Date

JobAddressLine1

Associate Job Address Line1

JobAddressLine2

Associate Job Address Line2

JobSuburb

Associate Job Suburb

JobState

Associate Job State

JobPostcode

Associate Job Postcode

JobCountry

Associate Job Country

JobLatitude

Associate Job Latitude

JobLongitude

Associate Job Longitude

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Job Detail Fields

Job Header Fields need to be covered between the merge fields «GroupStart:Job» to
«GroupEnd:Job» to be displayed, more info see: Preparing the Document

Job Header Fields*

Job Information


JobNumber

Number Assigned to the Job

JobName

Name assigned to the Job

JobDescription

A description of the Job

Priority

A Priority of the Job

ParentJobName

Parent Job Name if one exists

ClientOrderNumber

A job Client Order Number

PurchaseOrderNumber

A job Purchase Order Number

WorkUndertaken

A work undertaken in a job

JobType

A Job Type Description

PaymentTerm

Payment Term Associate to Billing Customer

SignedOffBy

A job signed off by

CreatedOn

Date on created a job

JobCompleted

Date on which the job was completed

TotalAmountExTax

A total amount job value excluding tax

TotalTax

A total tax value of a job

TotalAmountIncTax

A total amount of job value include tax

TotalSuppliesCharge

A total amount of job supplies include tax

TotalLabourCharge

A total amount of job labour include tax

TotalHours

A total amount of job labour hours

TotalTimesCost

A total amount of cost on job labour

TotalCallOutFeeExTax

Total Callout Fees excluding Tax

TimeLogged

Date on which the job was logged

TimeResponded

Date on which the job was responded

ExpectedTime

Expected time of the job booking details

EstimatedDuration

Estimate duration of the job booking details

ReattendanceRequired

Reattendance Required of the job booking details


ExpectedDate

Expected time of the job booking details

JobNumberTitleTranslation

A translation of a single job title

ClientOrderNumberTitleTranslation

A translation of a client order number title

PurchaseOrderNumberTitleTranslation

A translation of a purchase order number title

JobSingleTranslation

A translation of a single job title

SiteCustomerTitleTranslation

A translation of a site customer title

BillingCustomerTitleTranslation

A translation of a billing customer title

WorkUndertakenTranslation

A translation of a work undertaken title

SupplyPluralTranslation

A translation of a plural supply tittle

EquipmentSingleTranslation

A translation of a single equipment title

EquipmentPluralTranslation

A translation of a plural equipment title

JobAddressLine1

Job Address

JobAddressLine2

Secondary Job Address

JobAddressLine3

Job Address plus suburb, state and postcode

JobSuburb

Job Suburb

JobState

Job State

JobPostcode

Job Postcode

JobCountry

Job Country

JobLatitude

Job Latitude

JobLongitude

Job Longitude

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Invoice Header Fields need to be covered between the merge fields «GroupStart:Invoice» to
«GroupEnd:Invoice» to be displayed, more info see: Preparing the Document

Invoice Header Fields*

Invoice Information


InvoiceNo

Invoice Number assigned

InvoiceDate

Invoice Date associated

DueDate

Invoice Date on which is due

ClientOrderNumber

Invoice Client Order Number

PurchaseOrderNumber

Invoice Purchase Order Number

WorkUndertaken

Invoice Work Undertaken

CareOfBillingName

Care of Name from the Invoice Billing Customer

TotalLabourCharge

Invoice Total value of Labour ex Tax

TotalLabourHours

Invoice Total Labour Hours

TotalSuppliesCharge

Invoice Total value of Supplies ex Tax

Discount

Invoice Value of level discount given

TotalAmountExTax

Invoice Total value of the excluding Tax

TotalTax

Invoice Total value of Tax

TotalIncTax

Invoice Total value including Tax

TotalCallOutFeeExTax

Total Callout Fees excluding Tax

TotalPayments

Invoice Total payments received to date

TotalCreditCardSurcharge

Value of credit card surcharge applied from payments

TotalDue

Invoice Current balance due on

SignedOffStatement

Configured Sign-off Statement

SignedOffBy

Name of the Signed Off


Signature

Placement for the Signature Image (Must be placed into the Title of the inserted image)

EquipmentName

Translation given to
"Equipment"

SuppliesName

Translation given to "Supply"

ClientOrderNumberName

Translation given to "Client Order Number"

PaymentTerm

Name of the Payment Terms

PurchaseOrderNumberName

Translation given to "Purchase Order Number"

QuoteNumber

Quote Number of the related Quotation

QuoteName

Quote Name of the related Quotation

JobNumber

Job Number related to the Invoice

JobName

Job Name related to the Invoice

JobNumberName

Translation given to Job Number

JobCompleted

Date on which the Job was completed

JobType

Job Type related to the Invoice

JobDescription

Job Description related to the Invoice

JobCreatedOn

Job created date related to the Invoice

TimeLogged

Job Time Logged related to the Invoice

TimeResponded

Job Time Responded related to the Invoice

LastCheckOutDate

Last check out date of when the job was completed

LastCheckOutTime

Last check out time of when the job was completed

JobAddressLine1

Job Address Line 1 related to the Invoice


JobAddressLine2

Job Address Line 2 related to the Invoice

JobAddressLine3

Job Address Line 3 related to the Invoice

JobSuburb

Job Suburb related to the Invoice

JobState

Job State related to the Invoice

JobPostcode

Job Postcode related to the Invoice

JobCountry

Job Country related to the Invoice

ClaimName

Invoice Claim Name

ClaimNumber

Claim Number

ClaimPurchaseOrderNumber

Claim Purchase Order Number

ClaimTotalValueContractIncTax

Claim total contract value including tax

ClaimTotalValueContractExTax

Claim total contract value excluding tax

ClaimTotalValueExTax

Claim total value excluding tax

ClaimTotalValueIncTax

Claim total value including tax

ClaimTotalValueToDateExTax

Claim total value to date excluding tax

ClaimTotalValueToDateIncTax

Claim total value to date including tax

ClaimTotalPercentIncTax

Claim total percentage including tax

ClaimTotalPercentToDateExTax

Claim total percentage to date excluding tax

ClaimTotalBalanceRemainingIncTax

Claim total balance remaining including tax

ClaimTotalBalanceRemainingExTax

Claim total balance remaining excluding tax

ClaimTotalRetentionIncTaxValue

Claim Total Retention Inc Tax Value

ClaimTotalRetentionAmountExTaxValue

Claim Total Retention Amount Ex Tax Value


PreviousClaimTotalExTax

Previous claims total including tax

PreviousClaimTotalIncTax

Previous claims total including tax

PreviousClaimTotalPaid

Previous claim total paid

PreviousClaimTotalBalance

Previous claim total balance including tax

PreviousClaimTotalRetentionIncTaxValue

Previous claims total rentention inc tax value

PreviousClaimTotalRetentionAmountExTaxValue

Previous claims total retention amount ex tax value

RetentionAmountExTax

Retention total value excluding tax

RetentionIncTax

Retention total value including tax

RetentionRemaining

Retention Remaining

TotalLessRetentionExTax

Total Less Retention Remaining Ex Tax

TotalLessRetentionIncTax

Total Less Retention Remaining Inc Tax

ClaimTotalVariationExTax

Claim Total Variation Ex Tax

ClaimTotalVariationIncTax

Claim Total Variation Inc Tax

ClaimTotalVariationToDateExTax

Claim Total Variation to Date Ex Tax

ClaimTotalVariationToDateIncTax

Claim Total Variation to Date Inc Tax

VariationTotalBalanceRemainingExTax

Variation Total Balance Remaining Ex Tax

VariationTotalBalanceRemainingIncTax

Variation Total Balance Remaining Inc Tax

ClaimTotalVariationValueExTax

Claim Total Variation Value Ex Tax

ClaimTotalVariationValueIncTax

Claim Total Variation Value Inc Tax

ClaimTotalWithoutVariationExTax

Claim Total Without Variation Ex Tax

ClaimTotalWithoutVariationIncTax

Claim Total Without Variation Inc Tax


TotalValueWithoutVariationExTax

Total Value Without Variation Ex Tax (for the current claim)

TotalValueWithoutVariationIncTax

Total Value Without Variation Inc Tax

TotalValueClaimedToDateWithoutVariationExTax

Total Value Claimed to Date Without Variation Ex Tax

TotalValueClaimedToDateWithoutVariationIncTax

Total Value Claimed to Date Without Variation Inc Tax

BalanceRemainingExTaxWithoutVariation

Balance Remaining Ex Tax Without Variation

BalanceRemainingIncTaxWithoutVariation

Balance Remaining Inc Tax Without Variation

TotalDueExclusiveTax

Total Due Exclusive Tax

TotalTaxOnPayment

Total Tax on Payment

...

Purchase Order Header Fields*

Purchase Order Information


PurchaseOrderNumber

Number assigned to the Purchase Order

PurchaseOrderDateSent

Date on which the Purchase Order was sent

PurchaseOrderDateRequired

Date on which the Purchase Order is required

TimeRequired

Time on which the Purchase Order is required

PurchaseOrderReference

A purchase Order Reference

PurchaseOrderOrderedBy

Person who order the Purchase Order

PurchaseOrderDeliverTo

Type of Purchase Order, Yard, Site, or Pickup

PurchaseOrderNotes

Purchase Order Notes

PurchaseOrderInstructions

Purchase Order Instructions

PurchaseOrderInstructions

Purchase Order Instructions

TotalAmountExTax

Purchase Order Subtotal

TotalTax

Purchase Order Tax

TotalAmountIncTax

Purchase Order Total Amount

TotalClaimedIncTax

Total Claimed on Supplier Invoices

DeliveryAddressLine1

Job address if the Purchase Order delivery is to Site, Trading name of the company if is Yard
Otherwise "Will Pickup"

DeliveryAddressLine2

Job Suburb, Postcode and State if PO is Site, Company Address if is Yard, blank if is Pickup

DeliveryAddressLine3

Company Suburb, Postcode and State if Purchase Order Delivery is Yard

JobNumber

Job number associate to purchase order

JobName

Job name associate to purchase order

JobCompleted

Job completed date associate to purchase order

JobType

Job type associate to purchase order

JobDescription

Job description associate to purchase order

JobCreatedOn

Job created on associate to purchase order


SupplierName

Supplier Full Name associate to Purchase Order

SupplierPhone

Phone number of the Supplier of the Purchase Order

SupplierFax

Fax of the Supplier of the Purchase Order

SupplierBN

Supplier Business Number

SupplierFirstName

Supplier First Name

SupplierLastName

Supplier Last Name

SupplierMobile

Supplier Mobile

SupplierEmail

Supplier Email

SupplierWebsite

Supplier Website

SupplierNotes

Supplier Notes

SupplierStreetLine1

Supplier Street Address Line 1

SupplierStreetLine2

Supplier Street Address Line 2

SupplierStreetLine3

Supplier Street Suburb, Postcode and State

SupplierPostalLine1

Supplier Post Address Line 1

SupplierPostalLine2

Supplier Post Address Line 2

SupplierPostalLine3

Suppler Post Suburb, Postcode and State

you You can also include:
Company details, see: Company Detail Fields.
Site customer info, see: Site Customer Fields.
Billing customer info, see: Billing Customer Fields.
Assigned user info, see Assigned User Fields.
Purchase Order details, see: Purchase Order Additional Tables.

...

Scheduler Header Fields need to be covered between the merge fields «GroupStart: Scheduler» to «GroupEnd: Scheduler» to be displayed, more info see: Preparing the Document

Scheduler Header Fields*

Scheduler Information


SchedulerStartDate

Start Date selected on the scheduler

SchedulerStartMonth

Start Date selected on the scheduler formatted with month date as name.

SchedulerEndDate

End Date selected on the scheduler

SchedulerEndMonth

End Date selected on the scheduler formatted with month date as name.

ClientOrderNumber

Scheduler Client Order Number

PurchaseOrderNumber

Scheduler Purchase Order Number

You can also include:
Company details, see: Company Detail Fields.
Site customer info, see: Site Customer Fields.
Billing customer info, see: Billing Customer Fields.
Assigned user details, see Assigned User Fields.
Scheduler details, see: Scheduler Detail Additional Tables.

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Customer Detail Fields


Site Customer Fields*

Site Customer



SiteCustomerNo

Site Customer Number

SiteCustomerFirstName

Site Customer First Name

SiteCustomerLastName

Site Customer Last Name

SiteCustomerName

Site Customer Company Name if one is entered, otherwise Site Customer First and Last Name

SiteCustomerNotes

Site Customer Notes

SiteCustomerSiteNotes

Site Customer Site Notes

SiteCustomerBN

Site Customer Business number

SiteCustomerPhone

Site Customer **Phone or Partner's Phone

SiteCustomerMobile

Site Customer **Mobile Number

SiteCustomerFax

Site Customer **Fax Number

SiteCustomerEmail

Site Customer **Email Address

SiteAddressLine1

Site Customer Address Line 1

SiteAddressLine2

Site Customer **Address Line 2

SitePlainAddressLine2

Site Customer Address Line 2

SiteAddressLine3

Site Customer **Suburb, State and Postcode

SiteAddressSuburb

Site Customer Suburb

SiteAddressPostcode

Site Customer Postcode

SiteAddressState

Site Customer Address

SiteAddressCountry

Site Customer Country

SiteContactFirstName

First Name of the Site Contact on the Job / Quotation if one is selected, otherwise the Contact First Name of the Site Customer

SiteContactFullName

Full name of the Site Contact on the Job / Quotation if one is selected, otherwise the Contact First and Last Name of the Billing Customer

SiteContactMobile

Site Contact Mobile Number

SiteContactPhone

Site Contact Phone Number

SiteContactEmail

Site Contact Email

SiteContactFax

Site Contact Fax

SiteContactRole

Site Contact Role

you You can also include those fields at

Quotation, Job, Invoice, Purchase Order, Scheduler and Scheduler Details.

*info from Site Contact on the Job / Quotation / Invoice if one is selected and has info entered, otherwise the info of the Site Customer.
*If SiteAddressLine2 is empty, that will be replace by the info of SiteAddressLine3, then the field SiteAddressLine3 will be removed

Billing Customer Fields*

Billing Customer


BillingCustomerNo

Billing Customer Number.

BillingCustomerName

Billing Customer Company Name if one is entered, otherwise
Billing Customer First and Last Name.

BillingCustomerFirstName

Billing Customer FirstName

BillingCustomerLastName

Billing Customer Last Name

BillingCustomerNotes

Billing Customer Notes.

BillingCustomerSiteNotes

Billing Customer Site Notes.

BillingCustomerBN

Billing Customer Business number.

BillingCustomerPhone

Billing Customer Phone or Partner's Phone.

BillingCustomerMobile

Billing Customer **Mobile Number.

BillingCustomerFax

Billing Customer **Fax Number.

BillingCustomerEmail

Billing Customer **Email Address.

BillingAddressLine1

Billing Customer Address Line 1.

BillingAddressLine2

Billing Customer ***Address Line 2.

BillingPlainAddressLine2

Billing Customer Address Line 2.

BillingAddressLine3

Billing Customer ***Suburb, State and Postcode.

BillingAddressSuburb

Billing Customer Suburb.

BillingAddressPostcode

Billing Customer Postcode.

BillingAddressState

Billing Customer Address.

BillingAddressCountry

Billing Customer Country.

BillingContactFirstName

First Name of the Billing Contact on the Job / Quotation if one is selected, otherwise the Contact First Name of the Billing Customer.

BillingContactFullName

Full name of the Billing Contact on the Job / Quotation if one is selected, otherwise the Contact First and Last Name of the Billing Customer.

BillingContactMobile

Billing Contact Mobile Number.

BillingContactPhone

Billing Contact Phone Number.

BillingContactEmail

Billing Contact Email.

BillingContactFax

Billing Contact Fax.

BillingContactRole

Billing Contact Role.

you You can also include

Quotation, Job, Invoice, Purchase Order, Scheduler and Scheduler Details.

*info from Billing Contact on the Job / Quotation / Invoice if one is selected and has info entered, otherwise the info of the Billing Customer.
*when BillingAddressLine2 is empty, BillingSmartAddressLine2 will be replace by the info of SiteAddressLine3, then the field SiteAddressLine3 will be removed

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The following General Tables works with Quotes, Jobs and Invoice header covered them, more info see: Preparing the Document

Labour Fields*

Labour

Description

Labour Role Description

Hours

Hours charged












































































Labour


Description

Labour Role Description


Hours

Hours charged


HourlyRateExTax

Hourly Rate for the Labour excluding tax


HourlyRateIncTax

Hourly Rate for the Labour inclusive of tax


AccountIncomeCode

Income Account Code


Notes

Labour Description


RoleName

Labour Role


FirstName**

First Name of the User associated with the Labour charge


LastName**

Last Name of the User associated with the Labour charge


FullName**

First and Last Name associated with the Labour charge


Date**

Date when was added Labour


TotalAmountExTax

Line Total for the Labour excluding tax


Tax

Line Total tax for the labour


TotalAmountIncTax

Line Total for the Labour inclusive of tax


Activity***

Displays the Activity name for the Labour


Only applies to Quotes, Jobs, and Invoice, more info see: General Tables
Those fields only apply to Jobs and Invoices
Only applies to Stages

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