Tags for Insertion into a Template for Sales Proposal

This table lists the general tags that you can insert into a template for sales proposal:

General Tag Name

Description

Quote_ID213

Inserts the Key Company and the date.

Current_Month_ID195

Inserts the month in two-digit format.

Current_Day_ID197

Inserts the day in two-digit format.

Current_Year_ID199

Inserts the year in four-digit format.

In addition, you can insert tags from the Sales Order Header table (F4201).

You can also include information from the Sales Order Detail table (F4211). However, you insert detail information into your RTF document in a slightly different way. For example, to display sales order detail information in your proposal, you must create a six-column table in the RTF document. You enter table titles in the first row of the table. In the second row of the table, enter tags. The system automatically includes the information from the F4211 when the proposal is generated. This table illustrates the table that you enter in an RTF document to include sales order detail information in a proposal:

TTItem

TTDescription

TTQuantity

TTUOM

TTUnitPrice

TTExtendedAmount

@@@@

TTDescription_ID81

TTQuantity_ID83

TTUOM_ID234

TTUnitPrice_87

TTExtendedAmount_ID89 E

Note: Item, description, quantity, unit of measure, unit price and extended amount are the only pieces of sales order detail data that you can include in a proposal.

The other tables that you can insert tags from are the Order Address Information table (F4006), Currency Code table (F0013), Address Book Master table (F0101), and the Business Unit Master table (F0006).

Note: The system retrieves all these tags in the XML from which you can include them in the template to generate the sales proposal.