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A description of Attachment details, see: Scheduler Additional Table – Scheduler Details
Note: The TableStart / TableEnd fields will not be visible in the generated document.
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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*
Description
Labour Role Description
Hours
Hours charged
| Labour | |
Description | Labour Role Description |
Hours | Hours charged |
Labour
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
Supply Fields*
Supply | |
PartNumber | Part Number field |
Description | Description field |
Annotation | Entered Annotation against the Supply |
Quantity | Quantity of the Supply on the Quotation |
UOM | Unit of measurement |
Category | Supply category |
AccountIncomeCode | Income Account Code |
SupplyImage | Image associated with the Supply. |
DisplayOrder | Order in which the item will be displayed. |
SupplierName | Supplier Name |
UnitPriceExTax | Unit Price of the Supply excluding tax |
UnitPriceIncTax | Unit Price of the Supply inclusive of tax |
TotalAmountExTax | Line Total for the Supply excluding tax |
Tax | Line Total Tax for the Supply |
TotalAmountIncTax | Line Total for the Supply inclusive of tax |
Only applies to Quotes, Jobs, and Invoice, more info see: General Tables
CallOutFee Fields*
CallOutFee | |
Name | Name of the Callout Fee |
AmountExTax | Line Total of the Callout Fee excluding tax |
Tax | Line Total Tax of the Callout Fee |
AmountIncTax | Line Total of the Callout Fee including tax |
Only applies to Quotes, Jobs, and Invoice, more info see: General Tables
Equipment Fields*
Equipment | |
Number | Number field from the Equipment |
Name | Name field from the Equipment |
Make | Make field from the Equipment |
Model | Model field from the Equipment |
SerialNumber | Serial Number field from the Equipment |
Supplier | Supplier field from the Equipment |
InstallationDate | Installation Date field from the Equipment |
CommissionDate | Commission Date field from the Equipment |
WarrantyExpiry | Warranty Expiry field from the Equipment |
ServicePeriodStart | Service Period Start field from the Equipment |
ServicePeriodEnd | Service Period End field from the Equipment |
Location | Place set the Equipment |
TestComments | Test Comments |
TestResult ** | Test Status "Pass" "Fail" or empty. |
TestedBy ** | User who test the Equipment |
TestedOn ** | Tested Date Field |
ServiceInterval ** | Service Interval from the Equipment. |
EquipmentType ** | Equipment Type. |
EquipmentTypeId ** | Auto numeric Equipment Type. |
LastServiceDate | Equipment Last Service Date |
NextServiceDate | Equipment Next Service Date |
Barcode | Equipment Barcode |
Notes | Equipment Notes |
EquipmentCustomFields | Copy all custom fields for Equipment Custom fields (Custom Field Name: Custom Field Value). |
QuoteJobEquipmentCustomFields | Copy all custom fields for Job / Quote Equipment Custom fields (Custom Field Name: Custom Field Value). |
Only applies to Quotes, Jobs, and Invoice, more info see: General Tables
only apply for Jobs
Annotation Fields*
Annotation | |
Annotation | Supply Annotation Field |
Only applies to Quotes, Jobs, and Invoice, more info see: General Tables
Booking Fields*
| Bookings | |
|---|---|
BookingDate | Date of booking |
StartTime | Time booking start |
EndTime | Time booking end |
BookingNotes | Notes for this Booking |
AssignedUserName | Full name user assigned to this booking |
AssignedUserFirstName | First name user assigned to this booking |
AssignedUserLastName | Last name user assigned to this booking |
AssignedUserTeam | Team user assigned to this booking |
AssignedUserJobTitle | Job Title user assigned to this booking |
AssignedUserMobile | Mobile user assigned to this booking |
AssignedUserEmail | Email user assigned to this booking |
Only applies to Quotes and Jobs, more info see: General Tables
Note Fields*
Note | |
CreateOn | Date note was created |
CreatedByName | User who create the note |
Note | Note description |
Only applies to Quotes and Jobs, more info see: General Tables
Attachment Fields*
Attachment | |
AttachmentImage | Date attachment was added |
CreatedOn | Attachment image |
Name | Filename of the Attachment |
Only applies to Quotes and Jobs, more info see: General Tables
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| Anchor | ||||
|---|---|---|---|---|
|
Progress Payments | |
PaymentNumber | Number of the Progress Payment |
Name | Name of the Progress Payment |
WhenDue | When the Progress Payment has been marked as Due |
Notes | Notes against the Progress Payment |
Amount | Total Value of the Progress Payment |
to see how inclusion fields are integrate on quotes, see: Quotation tables.
| Anchor | ||||
|---|---|---|---|---|
|
Inclusion | |
Text | Inclusion description. |
| Anchor | ||||
|---|---|---|---|---|
|
Exclusion Fields*
Exclusion | |
Text | Exclusion description. |
| Anchor | ||||
|---|---|---|---|---|
|
Optional Supply Fields*
Optional Supply | |
PartNumber | Part Number field |
Description | Description field |
Annotation | Entered Annotation against the Supply |
Quantity | Quantity of the Supply on the Quotation |
UOM | Unit of measurement |
Category | Supply category |
AccountIncomeCode | Income Account Code |
SupplyImage | Image associated with the Supply. |
UnitPriceExTax | Unit Price of the Supply excluding tax |
UnitPriceIncTax | Unit Price of the Supply inclusive of tax |
TotalAmountExTax | Line Total for the Supply excluding tax |
TotalAmountIncTax | Line Total for the Supply inclusive of tax |
DisplayOrder | Order in which the item will be displayed. |
to To see how optional supplies fields are integrate on quotes, see: Quotation tables.
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The following tables only work with Quotes header covered them, more info see: Preparing the Document
Quote Section Fields*
Section | |
SectionName | Name of the Quotation Section |
SectionDescription | Full Description of the Quotation Section |
SectionJobType | Job Type of the Quotation Section |
SectionSubTotal | Total Value of the Quotation Section excluding Tax |
SectionTax | Section Tax |
SectionSubTotalIncTax | Total Value of the Quotation Section including Tax |
to see how inclusion fields are integrate on quotes, see: Quotation Section tables – Section.
Section Details Fields*
Section Details | |
SectionNo | Section Number |
SectionName | Section Name |
SectionDescription | Section Quote Description |
SectionJobType | Section Job Type |
SectionSubTotal | Section Amount Excluding Tax |
SectionSubTotalIncTax | Section Amount Including Tax |
SectionTax | Section Tax |
to To see how inclusion fields are integrate on quote section, see: Quotation Section tables – Section[ Details.|#_bookmark6]
Section Inclusion Fields*
Inclusion | |
Text | Inclusion description. |
to see how inclusion fields are integrate on quote section, see: Quotation Section tables – Section[ Inclusion.|#_bookmark6]
Section Exclusion Fields*
Exclusion | |
Text | Exclusion description. |
to To see how exclusion fields are integrate on quotes, see: Quotation Section tables – Section[ Exclusion.|#_bookmark6]
Section Note Fields*
Note | |
CreateOn | Date note was created |
CreatedByName | User who create the note |
Note | Note description |
to To see how note fields are integrate on quotes, see: Quotation Section tables – Section Notes.
Section Attachment Fields*
Attachment | |
AttachmentImage | Date attachment was added |
CreatedOn | Attachment image |
Name | Filename of the Attachment |
to To see how attachment fields are integrate on quotes, see: Quotation Section tables – Section[ Attachment.|#_bookmark6]
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The following tables only work with Section Details header covered them, more info see: Preparing the Document
Stage Details Fields
Stage Details | |
StageNo | Stage Number |
StageName | Stage Name |
StageSubTotal | Stage Amount Excluding Tax |
StageSubTotalIncTax | Stage Amount Including Tax |
StageTax | Stage Tax |
| Anchor | ||||
|---|---|---|---|---|
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