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This text refers to program version 7.2  

Quotation Status

This report is the same one as that produced by the 'Quotation Status' function on the Operations menu of the Quotation screen. It lists all Quotations, showing the quoted Items and any linked Activities.

When printed to screen, the Quotation Status report has Enterprise's Drill-down feature. Click on any Quotation Number or Activity Number or Date in the report to open the corresponding record. Click any Person's initials to produce an Activities - Persons report for that Person.

Period

Paste Special    Reporting Periods setting, System module

Enter the start and end dates of the period covered by the report.

Quotation No.

Range Reporting    Numeric

Enter a Quotation Number or a range of Numbers.

Location

Paste Special    Locations in Location setting, Stock module

Enter a Location Code to list the Quotations with a single Location.

Status

Use these options to control which Status Quotations are included in the report.

Open

This option includes Quotation with Open Status.

Accepted

This option includes Quotation with Accepted Status.

Rejected

This option includes Quotation with Rejected Status.

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