Quote Number

Number of the Service Quote - Generated automatically.

Work Order

Work Order number for which this Service Quote is created. This is a lookup to an existing Work Order record in ServiceMax.

Account

Customer account for whom the Service Quote is prepared. This is a lookup to an existing Salesforce Account record.

Contact

Customer contact for which the Service Quote is prepared. This is a lookup to an existing Salesforce Contact record.

Status

Current status of the Service Quote.

Valid Until

Date until which the Service Quote is valid.

Revised From

The original Service Quote number from which this Service Quote was revised. This is a lookup to an existing Service Quote in ServiceMax.

Quote Amount

Total amount of the Service Quote after discount.

Total Line Price

Sum of Line Price for all the lines.

Discount Type

Indicates if the discount is entered as an amount or percentage of total price.

Discount

To capture discount percentage or amount based on selected Discount Type.