Price Quote Listing

This report is prints a listing of Price Quotes stored in the system. It is accessed from the Sales Order Reports menu. The following screen will appear:

Click on any column header to sort the listed items. This will be useful when the list of reports has grown.

Add or Change (button)

To modify the information used in generating the report, press the Add button or highlight the desired report title and press the Change button.

Delete (button)

Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.

Print (button)

To print a report, press the Print button. For more information, see Printing Reports

Note: If the message "Nothing to Print"comes into view when the Print button is pressed, there are two main causes:
 A. There is no information within the selected limits. Remove all limits. Then, one at a time, reinsert the limits. If the report still will not print, insert a new report title.
 B. No report title is selected. The report title is used to store the selected limits. A report title must be entered in order for the report to print.

Close (button)

This button closes the program and returns to the main screen.

Help (button)

see How to use help

Add or Change a Price Quote Listing

To Add or Change a Price Quote Listing, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all Price Quotes is desired.

Report Title

The title of the report. Note: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will appear when trying to print the report. .

User

Enter the User ID of the report creator.

Lock (check box)

If this option is selected, only the User listed in the User field can change or delete this report.

Customers

This section allows the selection of Customers for which the statement should be printed. The name or number of the first and last Customers desired should be entered. If information is desired for only one Customer, that Customer's Name or Number should be entered in the From and To fields.

All, Range, List (radio buttons)

Select the All radio button to ignore Customer reporting limits. Select Range to enter a range of Customers in the From and To fields. Select List to report on a list of selected Customers.

These fields will be available if the Range radio button is selected.

From

Enter the customer number. Press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button.

To

Enter the customer number. Press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button.

Edit Customer List (button)

Click the Edit Customer List button to add or remove Customers from the list of Customers to be included in the report. The following screen will come into view.

Available Records

All Available Customers that are not included in the list are displayed in these columns.

Included Records

All Included Customers are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.

Quote IDs

To print all Price Quote Numbers, do not check the Select Quotes box.

Select Quotes (check box)

Activates the ranges defined on the next lines. This option may be used to limit the listing to a range of Quote Numbers or a specific Quote Number. To limit the report to a single quote, enter that Quote Number in both the From and To fields.

From

Selects the first quote in a range of numbers or a single quote. Enter the quote number.

To

Selects the last quote in a range of numbers or a single quote. Enter the quote number.

Print Order

Specify whether the Price Quote Listing should be sorted by Customer Name or Customer ID Number.

Dates

To print all price quotes, do not check the Select Dates box.

Select Dates (check box)

Activates the ranges defined on the next lines. This option may be used to limit the Sales Order Dates to specific Dates or a single Date. To limit the report to a single Date, enter that Date in both the From and To fields.

From

Selects the first Date in a range of Dates or a single Date. Enter the Date. If the lookup button is pressed, the Calendar screen comes into view. Highlight the desired Date and press the Select button.

To

Selects the last Date in a range of Dates or a single Date. Enter the Date. If the lookup button is pressed, the Calendar screen comes into view. Highlight the desired Date and press the Select button.

Quote Types to Include

Indicate which sales quote types are to be included in the listing.

Current Quotes (check box)

The listing will include active Price Quotes. An active quote is any quote that has been entered and has neither expired nor been converted to a sales order. Expired Quotes (check box) The listing will include price quotes for which the expiration date has passed.

Converted Quotes (check box)

The listing will include any price quote that has already been converted to a Sales Order.

Report Format

Indicate whether the listing should be printed in Detail or Summary form.

Detail

The listing will include all the line item detail for each price quote listed.

Summary

The listing will include just one summary line per price quote.

Quote Numbers

To print all price quotes, do not check the Select Quote Numbers box.

Select Quote Numbers (check box)

Activates the ranges defined on the next lines. This option may be used to limit the Sales Order Quote Numbers to specific Quote Numbers or a single Quote Number. To limit the report to a single Quote Number, enter that Number in both the From and To fields.

From

Selects the first Quote Number in a range of Quote Numbers or a single Quote Number. Enter the Quote Number or press the lookup button and the Price Quote screen comes into view. Highlight the desired Quote Number and press the Select button.

To

Selects the last Quote Number in a range of Quote Numbers or a single Quote Number. Enter the Quote Number or press the lookup button and the Price Quote screen comes into view. Highlight the desired Quote Number and press the Select button.

Orientation

Portrait (radio button)

Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.

Landscape (radio button)

Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.

Save and Print (button)

Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.

Report Description

Bill To

This is the Bill to Address of each Customer.

Ship To

This is the Ship To Address of each Customer.

Order #

The Quote Number is displayed here.

Quote Date

The Quote Date is displayed here.

Ship Via

The Shipping method is displayed here.

Date Required

This is the Date the Quote is Required.

Terms

The Customer payment Terms are listed here.

Quote ID

The Quote ID is displayed here.

Date Released

This is the Date the Quote was Released.

Sales Rep

The Quote Sales Representative is displayed here.

Item ID

The ID of each Item on the Quote is listed here.

Description

This is the Item Description.

Quantity

The Quantity of each Item is listed here.

Unit Price

The Unit Price of each Item is listed here.

Price

The total price of each Item is displayed here.

Totals

The Quote Totals will be displayed here.

Report Sample