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Contract/Quotation Status

The Contract/Quotation Status report is a list of records in the Contract Status register, showing Quotation Number, Contract Number, Customer Number and Name, Start and End Dates and the dates for Quotation Acceptance and Contract signature.

Contract
Range Reporting    Numeric
If you enter a Contract Number or range of Contract Numbers here, the report will list the Contract Status records related to those Contracts.

Quotation
Range Reporting    Numeric
If you enter a Contract Quotation Number or range of Contract Quotation Numbers here, the report will list the Contract Status records related to those Contract Quotations.

Customer
Paste Special    Customers in Contact register
Range Reporting    Alpha
Use this field if you need the report to list the Contract Status records that are connected to a particular Customer.

Customer Category
Paste Special    Customer Categories setting, Sales Ledger
If you want the report to list Contract Status records that are connected to Customers belonging to a particular Customer Category, specify that Category here.

Customer Class.
Paste Special    Contact Classifications setting, CRM module
Enter a Classification Code in this field if you want to list Contract Status records that are connected to Customers with a certain Classification. If the field is empty, Contract Status records connected to every Customer, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, only Contract Status records connected to those Customers featuring all the Classifications listed will be shown. If you enter a number of Classifications separated by plus signs (+), Contract Status records connected to Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), Contract Status records connected to Customers featuring any Classification except the one listed will be shown.

For example:
1,2
Lists Contract Status records connected to Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).

1+2
Lists Contract Status records connected to Customers with Classifications 1 or 2.

!2
Lists Contract Status records connected to all Customers except those with Classification 2.

1,!2
Lists Contract Status records connected to Customers with Classification 1 but excludes those connected to Customers with Classification 2 (i.e. Contract Status records connected to Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2
Lists Contract Status records connected to all Customers except those with Classification 1 or 2 or both. Again, note the comma.

!(1,2)
Lists Contract Status records connected to all Customers except those with Classifications 1 and 2 (Contract Status records connected d to Customers with Classifications 1, 2 and 3 will not be listed).

!1+2
Lists Contract Status records connected to Customers without Classification 1 and to Customers with Classification 2 (Contract Status records connected to Customers with Classifications 1 and 2 will be listed).

(1,2)+(3,4)
Lists Contract Status records connected to Customers with Classifications 1 and 2, and to those with Classifications 3 and 4.

1*
Lists Contract Status records connected to Customers with Classifications beginning with 1 (e.g. 1, 10, 100).

1*,!1
Lists Contract Status records connected to Customers with Classifications beginning with 1 but not 1 itself.

*1
Lists Contract Status records connected to Customers with Classifications ending with 1 (e.g. 1, 01, 001).

1*,*1
Lists Contract Status records connected to Customers with Classifications beginning and ending with 1.

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Reports in the Contracts module:

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