Quotation Status Report

Counter Menu -> Quotations -> Sale Approval Quote Status Codes -> REPORT button -> Quotation Status Report

The Quote Status Report can be produced for a selected range of Salesmen, Customers, Dates or Status Codes.
The Status Codes are first setup in Quote Status Codes and then assigned to the standard rental or sale quotation when it is created in Quotations, or when it is converted, or in the Quotation Status Codes update utility.
The Status Codes can also be assigned to the Sale Approval Quotes in Sale Approval Quote Status Codes.
The report can be printed in summary or with product detail. It includes customer information and totals.

A New Customer column on the spreadsheet output and on the detailed report output indicates any customers with a "Date Account Opened" dated as of the quote was Created Date.
The Converted Date column reflects the first date that the quote was converted to a contract, invoice, or reservation.

The prompts are:

FROM SALESMAN

Leave this field blank to include all Salesman Codes, or enter the starting Salesman Code, or select one from the drop-down list as setup in Salesman Codes.

TO SALESMAN

Leave this field blank to include all Salesman Codes, or enter the ending Salesman Code, or select one from the drop-down list.

FROM CUSTOMER #

Leave this field blank to include all customer, or enter the starting customer number, or select one from the Accounting Customer Search window.

TO CUSTOMER #

Leave this field blank to include all customer, or enter the ending customer number, or select one from the window.

FROM DATE

Accept the default starting date for the report, or over-type it with a preferred starting date.

TO DATE

Accept today's date for the ending date, or enter a preferred ending date.

STATUS, 'ALL' OR 'SEL'

Select one of the following Status filters:

• Type ALL to include quotes for all Status Codes in the output.
• Enter a specific Status Code, to print the report only for quotes assigned that Status, or select a Status Code from the drop-down list.
• Type SEL to select a combination of Status Codes to include in the report as outlined in the Selected Status Code List.

QUOTE TYPE

The following filter reflects the Quote Type currently being reviewed.
Select one of the following types of quotations:

• Select Rental to filter the quotation list to include only standard rental and sales quotes created in Quotations.
  This becomes the default and cannot be changed if this report request was called from Quotation Status Codes.

• Select Approval to only include quotations created in the Sale Approval Quotes.
  This becomes the default and cannot be changed if this report request was called from Sale Approval Quote Status Codes.

• Select Both to include all quotations in the resulting report.
  This option only applies if the report request was called from a menu.

REPORT TYPE

Select one of the following report types:

• Select Summary to just print a summary of the quotations per customer with the total per quote.
• Select Detail to include the product detail for the selected range of quotations.

QUOTE SOURCE

Select one of the following data sources:

• Select Counter to include just Quotations generated from the counter menu option Quotations.
• Select Web to include just Quotations generated from the website and processed through Portal Confirmations.
• Select Both to include Quotations generated from either the counter and from the website.

DIVISION, 'ALL' OR 'SEL'

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by accounting region to include in the report, as outlined in Division Select By Region.

The report output does respect the operator Divisional Restricted Views.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.