Rental Quotation Journal
This page describes the Rental Quotation Journal report in the Rental module.
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The Rental Quotation Journal is a chronological listing of the Rental Quotations entered in the system during the specified period.
When printed to screen, the Rental Quotation Journal has the Standard ERP drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on the Quotation Number of any Quotation in the report to open that Rental Quotation record.
- Rental Quotations
- 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. Any Rental Quotations in the range that you have marked as Closed will not be included in the report.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the report period. The report will list Rental Quotations with Trans. Dates that fall in the period specified here.
- Make Contact
- Paste Special
Choose date
- Range Reporting Date
- 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 (:). Rental Quotations in which the Make Contact date is blank will also be included.
- Customer
- Paste Special
Customers in Contact register
- Enter a Customer Number here if you need to list the 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
- Range Reporting Alpha
- 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
- If you want the report to list the Rental Quotations that were issued to Customers belonging to a particular Customer Category, specify that Category here.
- 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, Trans. and Make Contact Dates, the Customer Name, the Signature of the Salesman, the Quotation Totals excluding and including VAT and the Currency. The Signature of the Salesman will only be included if you left the Salesman field above empty.
- Detailed
- In addition to the information shown in the Overview, this option includes the full Customer address, telephone number and Customer Category, the Charge Type, Tags/Objects and various totals, and lists the Items on the Rental Quotation individually.
- Show Base Currency 2 Totals
- By default, overall totals (including and excluding VAT) in your home Currency (Base Currency 1) will be shown at the end of the report. Select this option if you would like these figures to be expressed in Base Currency 2 as well.
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Go back to:
Introduction to Reports in the Rental Module
