For a description of the three left-hand panels and the response buttons, click here: Main Data - Quote.
|In the Finance - Task tab, you can decide if a task should be considered for invoicing when the quote is converted into a project and the task is finished. You also can review the exchange rate between the base system currency and the currency used in the customer's price profile for this quote. If you have changed the exchange rate in Configuration, you can mark the date here, as well.|
To change the base system currency or to select which exchange rates are used and how they are updated, go to System > Configuration > General Configuration > Advanced Configuration > Currency.
The ability to create an invoice for this task after it is finished.
The rate at which the base system currency can be exchanged for the currency used in the customer's price profile for this quote.
This field cannot be manually modified. To select a different base currency, go to System > Configuration > General Configuration > Advanced Configuration > Currency. To select a different price profile of the customer, go to the Main Data - Quote tab.
The date when the exchange rate was updated.
Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.
|Exchange Rate Updated When|
The way in which the exchange rate was updated.
The available ways are:
This field cannot be manually modified. The message here is entirely dependent on the way in which the rate was updated.
|Click to modify.|
|Click to apply the modifications.|
|Click to terminate the modification process.|