Quote by period
This function will provide access to the graphical inquiry used to compare by period the tax excl. amount of quotes, distributed on the basis of the quote status: Ordered, Not Ordered and Expired.
The quote amount integrates the invoicing elements from the moment that they have been totally taken into consideration.
Prerequisite
Refer to documentation Implementation
Screen management
This screen will make it possible to select the quotes based on several criteria, but also to choose the time-related criteria and the display frequency.
- Ordered: This check box is used to select the fully and partly ordered quotes.
- Not ordered: This check box is used to select the quotes that are not ordered or only partly ordered.
NB: if none of the previous check boxes is checked, only the partly ordered quotes are selected.
- Validation: This check box is used to select the validated quotes
- Not valid: This check box is used to select the expired quotes
Time-related criteria:
- Periodicity : The display frequency of the graphical information can be selected. The month is proposed by default. It is also possible to choose a frequency in Day, Week, Half-Year, or Year.
- Start date: The start date is initialized with the first day of the month coming from the current date minus two months.
- Number of periods: It is possible to display the number of periods to be displayed. If this information is modified, the end date will be automatically modified based on the number of periods and the frequency chosen.
- End date: The end date is initialized with the current date postponed to the last day of the month.
Entry screen
Fields
The following fields are present on this tab :
Selection
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This screen is used to specify the criteria for the selection and display of the quotations to be viewed. Selection criteria: - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized. - Customer: The inquiry can concern all the customers or a specific customer. - Quotation number ranges. - Date range: - Quotes order status to inquire: Quote ordered (it concerns the quotes partially and totally ordered), Quote not ordered. - Quotes status to inquire: Valid quotes (these are the quotes which validity date is not entered - corresponding, in this case, to the maximum date - and quotes which validity date is entered and equal to or greater than the current date. - Quotes approval status to inquire: Quote approved (it concerns the quotes partially and totally ordered), Quote not approved. Display criteria: - Quotes display order in the grid by number or by date. - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid. All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function. |
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Status
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Frequency
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This screen is used to specify the criteria for the selection and display of the quotations to be viewed. Selection criteria: - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized. - Customer: The inquiry can concern all the customers or a specific customer. - Quotation number ranges. - Date range: - Quotes order status to inquire: Quote ordered (it concerns the quotes partially and totally ordered), Quote not ordered. - Quotes status to inquire: Valid quotes (these are the quotes which validity date is not entered - corresponding, in this case, to the maximum date - and quotes which validity date is entered and equal to or greater than the current date. - Quotes approval status to inquire: Quote approved (it concerns the quotes partially and totally ordered), Quote not approved. Display criteria: - Quotes display order in the grid by number or by date. - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid. All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function. |
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