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Additional information tab
The Additional information tab of a quotation contains additional details about the quotation.
To learn more about the fields of the Additional information tab, see the following table:
| Field | Description |
|---|---|
| Department | A department responsible for quotation processing. The field is available if the Use multiple departments checkbox is selected in Settings > Company. |
| Manager | A manager responsible for the quotation processing. The list of managers is based on the Employees catalog. |
| Project / Project phase | A project or project phase that the transaction lines recorded by this document are related to. The field value is populated to documents generated from this document if they have the Project / Project phase field. The field value can be used for recording and tracking income and expenses by project or project phase. This applies if the Track income and expenses by project phase checkbox is selected in the project settings. To learn how to select a project or project phase, see Project selection tool. The field is available if the following conditions are met:
|
| Sales rep. | A sales representative responsible for the sale. The list of sales representatives is based on the Employees catalog. |
| Author | The 1C:Drive user who created a quotation. It is not editable. |