Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Quote Discount (%)This number represents a percentage of the total amount (not including freight charges) thatwill be discounted from the total amount. This must be a number between 0.00 and 100.00.You can use a decimal point, but you cannot use a percent sign (%).Quote DiscountThis number represents a whole monetary amount that will be discounted from the totalamount. This must be a number between 0.00 and 100,000,000,000.00. You can use commasand a decimal point, but you cannot use a currency symbol, such as dollar ($), euro (€), oryen (¥).Pre-Freight AmountThis box is read-only and automatically calculates a subtotal based on the detail amount andany discounts.Freight AmountThis must be a number between 0.00 and 100,000,000,000.00. You can use commas and adecimal point, but you cannot use a currency symbol, such as dollar ($) or euro (€).Total TaxThe total tax is calculated when you click Recalculate or when you click Save.Total AmountThe total amount is calculated when you click Recalculate or when you click Save.4. On the Notes tab, click Click here to enter a new note, and add the information that applies toyour record.5. Click Save or Save and Close.Resolve potential duplicate records.1. If the system detects that your record might be a potential duplicate, instead of saving therecord, you'll see the Duplicates Detected dialog box.2. To open a record to make sure it is a potential duplicate, in the Potential duplicate recordslist, double-click the record.If the duplicate-detection rule identified potential duplicate records in other recordtypes, review records from each record type listed.3. If your new or updated record is not a duplicate, to create the new record, click Save Record.– OR –NotesIf your new or updated record is a duplicate, to cancel your changes, click Cancel.If you enter a duplicate record within a few minutes of entering the first record, MicrosoftDynamics CRM will not detect the duplicate record. The matchcodes for new and updatedrecords are created every five minutes, rather than as a record is created.Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settingsand if at least one duplicate-detection rule exists for the record type. More information: Avoiding DuplicateRecordsTipsTo activate a quote, on the Quote form, on the Actions menu, click Activate Quote.Microsoft Dynamics CRM 4.0 User’s Guide 293