Project Quotation/Budget
This page describes the Project Quotation/Budget report in the Job Costing module.
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The Project Quotation/Budget report has three options: it can be a list of Project Budget records, a list of Quotation records or a comparison between the two.
You can also produce a Project Quotation/Budget report for an individual Budget by opening the Project Budget in a record window and choosing 'Budget Report' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). This version of the Project Quotation/Budget report will be produced using the Budget and Detailed options.
- Period
- Paste Special
Reporting Periods setting, System module
- The report period. Depending on the Function and Specify options below that you choose, the report will list Project Budgets or Quotations whose Transaction Dates fall within this period or it will compare the two. Budgets and Quotations whose Transaction Dates are blank will also be included.
- Project
- Paste Special
Project register, Job Costing module
- Range Reporting Alpha
- Specify here the Projects whose Budgets or Quotations are to be covered by the report.
- If you leave this field empty and you specify that Quotations are to be listed in the report, the report will include Quotations that are not linked to Projects.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- Specify here the Customers whose Budgets or Quotations are to be included in the report.
- Customer Class.
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list Budgets or Quotations with Customers with a certain Classification. If you leave the field blank, Budgets or Quotations with any Customer, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, the report will list Budgets or Quotations with Customers featuring all the Classifications entered. If you enter a number of Classifications separated by plus signs (+), the report will list Budgets or Quotations with Customers featuring at least one of the Classifications entered. If you enter a Classification preceded by an exclamation mark (!), the report will list Budgets or Quotations with Customers featuring any Classification except the one entered.
- For example:
- 1,2
- Lists Budgets or Quotations with Customers with Classifications 1 and 2 (including Budgets or Quotations with Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Budgets or Quotations with Customers with Classifications 1 or 2.
- !2
- Lists Budgets or Quotations with any Customer except those with Classification 2.
- 1,!2
- Lists Budgets or Quotations with Customers with Classification 1 but excludes those with Customers with Classification 2 (i.e. Budgets or Quotations with Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Budgets or Quotations with any Customer except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Budgets or Quotations with any Customer except those with Classifications 1 and 2 (Budgets or Quotations with Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Budgets or Quotations with Customers without Classification 1 and those with Customers with Classification 2 (Budgets or Quotations with Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Budgets or Quotations with Customers with Classifications 1 and 2, and those with Customers with Classifications 3 and 4.
- 1*
- Lists Budgets or Quotations with Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Budgets or Quotations with Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Budgets or Quotations with Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Budgets or Quotations with Customers with Classifications beginning and ending with 1.
- Cust. Category
- Paste Special
Customer Categories setting, Sales Ledger
- Range Reporting Alpha
- If you want the report to list Budgets or Quotations with 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").
- Class
- Paste Special
Project Classes setting, Job Costing module
- If you enter a Project Class here, the report will list Budgets or Quotations related to Projects belonging to that Class.
- Tag/Object
- Paste Special
Tag/Object register, System module
- Enter a Tag/Object here if you need the report to list Budgets or Quotations related to Projects with that Tag/Object. If you enter a number of Tags/Objects separated by commas, the report will only list Budgets or Quotations that are related to Projects with all the Tags/Objects listed.
- Function
- Use these options to control the level of detail that is to be shown in the report.
- Overview
- This version of the report will contain a single line for each Project Budget or Quotation, showing the Project Code and Description, total quantity, sales value, cost and gross profit.
- Detailed
- This uses a similar format to the Overview, but will list each Budget or Quotation row separately, sorted by cost type (time, purchases, materials and Stocked Items), with subtotals for each type.
By default, every Budget or Quotation row will be included in the report. Use the Specify (Detailed) options below if you only need rows in which a Person has or has not been specified to be included.
- Comparison
- This version of the report compares Budget and Quotation sales values on an Item-by-Item basis.
A Project will only be included in this version of the report if it has both a Budget and a Quotation, and both the Budget and the Quotation have dates that fall within the report period (or are undated).
- Specify
- If you are producing an Overview or Detailed report, use these options to specify whether the report should list Project Budgets or Quotations.
- Cost
- These options will only be used when you list Project Budgets in the report.
- Budget/Quotation
- All figures in the report will be taken from Project Budgets.
- Actual
- If a Project will be invoiced on an "As Budgeted" basis, the Qty and Sum will be taken from the Project Budget, while the Cost will be calculated from Project Transactions. If a Project will be invoiced on an "Actual" basis, the Qty, Sum and Cost will all be calculated from Project Transactions. For a Project Transaction to be included in the calculations, its Date must fall in the report period and the Item must be one that is listed in the Project Budget.
- Specify (Detailed)
- By default, the Detailed version of the report will include every Budget or Quotation row. Use these options if you only need rows in which a Person has or has not been specified to be included.
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Reports in the Job Costing module:
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Introduction to Reports in the Job Costing Module
