Cost Information Reference (Quotes, Order, & Claims)

The Cost Information section displays the financial totals for Quotes, Orders, and Claims. These fields summarize values from material, service, and miscellaneous line items, along with applicable taxes and assessments. Totals update automatically as line items or tax settings change.

  Note: Line classification and price behavior (e.g., Material, Service, or Misc Charge) are determined by product setup in the Product Catalog. This article focuses on how totals appear and behave within Order Entry records.

Cost Fields

Field	Quote	Order	Claim
Material	✓	✓	✓
Services	✓	✓	✓
Misc Charges	✓	✓	✓
Sales Tax	✓	✓	✓
Misc Tax	✓	✓	✓
Balance Due	✓	✓	✓
CA Crpt Asmt	✓	✓	✓
Grand Total		✓	✓
Quote Total	✓
Order Total		✓
Claim Total			✓

Field	Definition	RFMS ERP Behavior / Notes
Material	Total value of all product or material line items.	Includes only items coded as Material in the Item File. Excludes Service or Misc Charge lines. Amount updates automatically when item price, quantity, or discount changes.
Services	Total value of labor or service-type line items.	Drawn from line items classified as Service in the Item File. Impacts commission and cost calculations differently from Material.
Misc Charges	Total of non-material, non-service items such as freight, disposal, or fees.	Includes all line items defined as Misc Charge. Tax treatment depends on the item setup and system tax options.
Sales Tax	Calculated sales tax for taxable line items.	Determined by Tax Type and Tax Method settings. Uses the rate defined for the selling store unless overridden. Only lines flagged as Taxable are included.
Misc Tax	Additional non-sales taxes (e.g., environmental or local assessments).	Appears when a secondary tax type (e.g., Use Tax) is configured. Inclusion in totals depends on system settings.
Quote Total	Total estimated cost of the quote.	Sum of Material, Services, Misc Charges, and applicable taxes. Represents a pre-order estimate and does not include deposits or payments. Remains static after export.
Order Total	Full value of an order before payments.	Includes the same components as the Quote Total but serves as the live transactional total. Updates with changes to pricing, taxes, or adjustments.
Claim Total	Total value of goods or services billed or credited on a claim.	Represents the portion of the order being billed. Used for partial or progress billing.
Grand Total	Overall total including all charges and taxes.	Often matches Order or Quote Total depending on configuration. Controlled by the Show Grand Total system option. Typically used for printout display.
Balance Due	Remaining unpaid amount on an order or claim.	Calculated as Order or Claim Total minus payments received. Not shown on Quotes. Updates automatically when payments or credits are applied.
CA Crpt Asmt	California Carpet Stewardship Assessment (environmental fee).	Displays only when the CA Carpet Assessment option is enabled. Added to eligible material lines and included in totals based on system configuration.

How Totals Behave Across Record Types

• Quotes: Totals represent projected costs. No financial transactions are recorded.
• Orders: Totals represent active financial values and update with payments, credits, or changes to pricing.
• Claims: Totals represent amounts billed or credited for a portion of an order. Adjustments here do not affect the original order totals.

Once a quote is exported, its totals remain static. Changes made to the order do not retroactively modify the originating quote.

How Pricing Affects Totals

Product catalog setup determines which line items contribute to each total. Item type, tax flags, and price formulas all influence how the system classifies and totals each cost component.

(Detailed configuration guidance will be provided in the forthcoming Product Catalog documentation.)