Outstanding Rental Quotations
This page describes the Outstanding Rental Quotations report in the Rental module.
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The Outstanding Rental Quotations report is a list of open Rental Quotations. These are Rental Quotations whose Status is Open and that are not Closed. As you can search by Make Contact Date, you can use the report to produce a useful call list for each day.
When printed to screen, the Quotation Stock report has the Standard ERP drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on the Quotation Number of any Rental Quotation in the report to open that Rental Quotation record.
- Rental Quotation No.
- Range Reporting
Numeric
- Enter a Quotation Number or a range of Numbers separated by a colon (:) here if you would like specific Rental Quotations to be shown in the report. The report will only list Quotations in the range that are open, it will not list Quotations that are Accepted, Rejected or Closed.
- Period
- Paste Special
Reporting Periods setting, System module
- The report will list open Rental Quotations with Trans. Dates that fall within the period that you specify here.
- Make Contact
- Paste Special
Reporting Periods setting, System module
- To list Rental Quotations with a particular Make Contact date, enter that date here. You can also enter a range of dates, separated by a colon (:).
- Customer
- Paste Special
Customers in Contact register
- Enter a Customer Number here if you need to list the open Rental Quotations issued to a particular Customer.
- Salesman
- Paste Special
Person register, System module and Global User register, Technics module
- To list Rental Quotations generated by a single Salesman, enter their Signature here.
- Charge Type
- Paste Special
Rental Charge Types setting, Rental module
- If you need the report to list Rental Quotations with a particular Charge Type, enter that Charge Type here. This refers to the Charge Type entered at Quotation level, not any that you may have entered in Quotation rows.
- Customer Category
- Paste Special
Customer Categories setting, Sales Ledger
- Range Reporting Alpha
- If you need the report to list the open Rental Quotations that were issued to 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").
- Customer Class.
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list open Rental Quotations issued to Customers with a certain Classification. If you leave the field blank, Quotations issued to all Customers, with and without Classification, will be included. If you enter a number of Classifications separated by commas, only Quotations issued to those Customers featuring all the Classifications listed will be included. If you enter a number of Classifications separated by plus signs (+), Quotations issued to Customers featuring at least one of the Classifications listed will be included. If you enter a Classification preceded by an exclamation mark (!), Quotations issued to Customers featuring any Classification except the one listed will be included.
- For example:
- 1,2
- Lists Quotations issued to Customers with Classifications 1 and 2 (including Quotations issued to Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Quotations issued to Customers with Classifications 1 or 2.
- !2
- Lists Quotations issued to all Customers except those with Classification 2.
- 1,!2
- Lists Quotations issued to Customers with Classification 1 but excludes those issued to Customers with Classification 2 (i.e. Quotations issued to Customers with Classifications 1 and 2 will not be shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Quotations issued to all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Quotations issued to all Customers except those with Classifications 1 and 2 (Quotations issued to Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Quotations issued to Customers without Classification 1 and to those with Classification 2 (Quotations issued to Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Quotations issued to Customers with Classifications 1 and 2, and to those with Classifications 3 and 4.
- 1*
- Lists Quotations issued to Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Quotations issued to Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Quotations issued to Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Quotations issued to Customers with Classifications beginning and ending with 1.
- Function
- Use these options to control how much detail will be included in the report.
- Overview
- This option produces a report with a single line for each Rental Quotation, showing the Quotation Number, Date, Make Contact Date, Salesman, Customer Name, Quotation Total excluding VAT and Currency.
- Detailed
- In addition to the information shown in the Overview, this option includes the full Customer Invoice Address and Customer Category, the Charge Type, Tags/Objects and various totals, and lists the Items on the Quotation individually.
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Introduction to Reports in the Rental Module
