Accepted Quotations Journal
This page describes the Accepted Quotations Journal report in the Quotations module.
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The Accepted Quotations Journal lists Quotations that were marked as Accepted during a specified period.
For each Quotation, the report shows the Quotation Number, Customer Number and Name and Salesman. It also shows the Quotation and Decision Dates and the number of days between them (i.e. the number of days it took for the decision to be made).
If an Order has been created from a Quotation, the report will list that Order and any resulting Deliveries, Returns and Invoices, together with the number of days between the Quotation Decision Date and the date of each resulting transaction. The status of each transaction will also be shown (for example, Deliveries will be shown as "Not Shipped" or "Shipped" depending on whether they have been marked as OK, and similarly Invoices will be shown as "Not OK" or "OK").
If a Quotation has been connected to a Project, the report will list that Project, any Project Budget and any resulting Invoices.
When printed to screen, the Accepted Quotations Journal report has the Standard ERP Drill-down feature. Click (Windows/Mac OS X) or tap (iOS/Android) on any transaction number (e.g. on a Quotation, Order, Delivery, Invoice or Project Number) in the report to open the corresponding transaction record.
- Acceptance Period
- Paste Special
Reporting Periods setting, System module
- The report period: Quotations whose Decision Date falls in this period will be shown in the report.
- Quotations
- Range Reporting
Numeric
- Enter a Quotation Number or a range of Numbers separated by a colon (:) here if you would like specific Quotations to be shown in the report. A Quotation in the range will only be included in the report if it has been marked as Accepted.
- Quotation Class
- Paste Special
Quotation Classes setting, Quotations module
- If you need the report to list Quotations belonging to a particular Class, enter that Class here.
- Customer
- Paste Special
Customers in Contact register
- Enter a Customer Number here if you need to list the Quotations that have been accepted by a particular Customer.
- Category
- Paste Special
Customer Categories setting, Sales Ledger
- Range Reporting Alpha
- If you want the report to list Quotations accepted by Customers belonging to a particular Customer Category, specify that Category here.
- You can also enter a range of Customer Categories separated by a colon (:). Note however that the field will only accept five characters so you may prefer to specify the range using only the first characters (e.g. "A:M").
- Classification
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list Quotations accepted by Customers with a certain Classification. If you leave the field blank, Quotations accepted by all Customers, with and without Classification, will be included. If you enter a number of Classifications separated by commas, only Quotations accepted by those Customers featuring all the Classifications listed will be included. If you enter a number of Classifications separated by plus signs (+),Quotations accepted by Customers featuring at least one of the Classifications listed will be included. If you enter a Classification preceded by an exclamation mark (!), Quotations accepted by Customers featuring any Classification except the one listed will be included.
- For example:
- 1,2
- Lists Quotations accepted by Customers with Classifications 1 and 2 (including Quotations accepted by Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Quotations accepted by Customers with Classifications 1 or 2.
- !2
- Lists Quotations accepted by all Customers except those with Classification 2.
- 1,!2
- Lists Quotations accepted by Customers with Classification 1 but excludes those accepted by Customers with Classification 2 (i.e. Quotations accepted by Customers with Classifications 1 and 2 will not be shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Quotations accepted by all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Quotations accepted by all Customers except those with Classifications 1 and 2 (Quotations accepted by Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Quotations accepted by Customers without Classification 1 and by those with Classification 2 (Quotations accepted by Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Quotations accepted by Customers with Classifications 1 and 2, and by those with Classifications 3 and 4.
- 1*
- Lists Quotations accepted by Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Quotations accepted by Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Quotations accepted by Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Quotations accepted by Customers with Classifications beginning and ending with 1.
- Salesman
- Paste Special
Person register, System module
- To list Quotations generated by a single Salesman, enter their Signature here. This refers to Salesmen entered at Quotation level, not those entered in Quotation rows.
- If you are using the Limited Access feature and the user producing the report is only able to see their own records, their Signature will appear here by default and can't be changed. Please refer to the description of the 'Access' card of the Person record for full details about the Limited Access feature.
- Sales Group
- Paste Special
Sales Groups setting, System module
- To list Quotations with a particular Sales Group (shown on the 'Price List' card), enter that Sales Group here.
- Location
- Paste Special
Locations setting, Stock module
- This field allows you to restrict the report to Quotations with a particular Location (shown on the 'Del. Terms' card of each Quotation).
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Reports in the Quotations module:
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