List of quotes/no.

Prerequisites

Access to the report

This report can be accessed from the report menu of the group Sales - Listings.

List of criteria

Parameter	Parameter title	Type
société	Company	CPY
sitedeb	Site range	FCY
typedeb	Quote type range	TSQ
devisdeb	Quote number range	SQH
datedeb	Date range	D
datevaldeb	Validity date range	D
clientdeb	Customer range	BPC
devdeb	Currency code range	CUR
etatdevisdeb	Quote status (Local menu Not ordered, Partially ordered, Completely ordered)	M430
representant	Sales rep	REP
impselections	Print selections (Local menu No, Yes)	M1

Comments

The data is filtered by site according to the rights  granted to the user on the function CONSCSQ (List of quotes).

The selection criteria are:

The customer or prospect code

Use a selection window to choose the customer or prospect ranges. You can also access the customer or prospects file from the Action.

Quote types

A selection windows is used to choose the ranges for quote types. You can also access the quote types from the Actionicon.

The quote number

A selection window is used to choose the ranges for quote numbers. You can also access the quote from the Action.

Report description

This report displays the main information about the selected quotes sorted by quote number. For each quote, the report displays the following pieces of information:

Header:

• quote number,
• customer code,
• quote reference on the customer's side,
• tax excl. amount of the quote in the quote currency,
• tax incl. amount of the quote in the quote currency,
• quote currency,
• quote status ('Not ordered', 'Partially ordered', 'Ordered'),
• quote date,
• quote validity date.

Lines:

• product code,
• quantity and sales unit of each quote line,
• unit gross price of the quote line,
• unit net price of the order line.