Forecast
This report lists the
Quotations entered in the report period, showing for each the Quotation Date, the Valid Until Date, the Total excluding and including VAT, the Gross Profit and the Probability that the Quotation will be converted to an Order. Orders from the same period can also be listed if required.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end date of the reporting period. The first record in the Reporting Periods setting is offered as a default.
- Order No.
- Range Reporting
Numeric
- Use this field to limit the report to a single Order, or range of Orders. Closed Orders in the range will not be listed.
- Quotation No.
- Range Reporting
Numeric
- Use this field to limit the report to a single Quotation, or range of Quotations. Closed Quotations in the range will not be shown.
- Salesman
- Paste Special
Person register, System module
- To limit the report to the Orders and Quotations of a single Salesman, enter their initials here.
- Customer
- Paste Special
Customer register
- Range Reporting Alpha
- To restrict the report to Orders and/or Quotations issued to a particular Customer, enter their Customer Number here.
- Valid until
- Paste Special
Current Date
- If a date is entered here, only those Quotations that are valid at that date are shown (i.e. those whose Valid Until Date on their 'Date' cards is the date specified here or later).
- Sales Group
- Paste Special
Sales Groups setting, System module
- To list Orders and/or Quotations with a particular Sales Group (shown on the 'Del Terms' card), enter that Sales Group here.
- Orders
- Check this box if Orders are to be shown in the report.
- Quotations
- Check this box if Quotations are to be shown in the report.
Introduction to Reports in the Sales Orders Module
