Quotation Rows
This page describes the 'Quotation Rows' export function in the Integration module.
---
The 'Quotation Rows' export function in the Integration module produces a text file listing the rows from the Quotations in the selection you make. You can use this information for statistical analysis in other programs, for example spreadsheets.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end dates of the period to be covered by the export. Rows from Quotations whose Quotation Dates fall in the period specified here will be included in the export file.
- No.
- Range Reporting
Numeric
- Enter the Quotation Number or range of Numbers of the Quotations whose rows you want to export.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- Enter a Customer Number or range of Customer Numbers to export rows from Quotations issued to particular Customers.
- Item
- Paste Special
Item register
- Enter an Item Number to export rows with a particular Item.
- Item Group
- Paste Special
Item Group register, Sales Ledger
- Enter an Item Group to export rows with Items belonging to a particular Item Group.
- Tag/Object
- Paste Special
Tag/Object register, Nominal Ledger/System module
- If you need to export rows from Quotations with a particular Tag/Object, enter that Tag/Object here. This refers to Tags/Objects entered at Quotation level, not those entered in Quotation rows. If you enter a number of Tags/Objects separated by commas, rows from Quotations featuring all the Tags/Objects listed will be exported.
- Specify
- Use these options to control the level of detail in the export file.
- Detailed
- For each Quotation row, this option will export the Quotation Number, Date, Planned Delivery Date, Customer Number and Name, Salesman, Class, Valid Until Date, Make Contact Date, Probability, Closed, Order Number, Tags/Objects, Item Number, Quantity, Description, Unit Price, Sum, Discount %, Account, GP, VAT Code and Unit, separated by tabs.
- Compact
- For each Quotation row, this option will export the Item Number and Description, separated by colons.
- Specify
- Use these options to specify whether rows should be exported from Quotations without Order Numbers, from Quotations with Order Numbers or both.
- Sorting
- Choose whether the selected Quotations are to be sorted into Quotation Number or Quotation Class order before their rows are exported.
Confirm by clicking the [Run] button, or cancel using the close box. After clicking [Run], a dialogue box will open, where you can name the export file and specify where it is to be saved. Enter a name for the file, and click [Save] or press the Enter key. The export file will be created and saved. When the export finishes, you can close the 'Export' window using the close box.
If you need to export Quotations in a format that will allow them to be imported into other Standard ERP databases or Companies using the 'Automatic' and 'Manual file search' import functions in the System module, use the 'Transaction Registers' or 'Transaction Registers (period)' export functions in the Integration module. Do not name the file with two leading minus signs/hyphens (e.g. --Data.txt) as it is not possible to import information from files named in this way.
---
Export functions related to Quotations:
Go back to:
