Quote Listing (SOR710)

Using Reports

This program allows you to print a list of all quotes in the Quote File.

You have the option to:

• Select the print order - quote number, customer number or alpha sort.
  
• Select the beginning and ending order choice.
  
• Select the beginning and ending quote date to print.
  
• Select warehouse(s) of quotes to print.
  
• Select route(s) of quotes to print.
  

Information on this report is entered through the Quote Entry Program and can be removed through the System Clean Up F/M (SMF993) program.

Report information includes the following:

• Summary: quote number, quote date, expiration date, customer number, customer name, ship-to name, quoted to, initiating warehouse code, total quote amount, and order number (if applicable).
  
• Detail: summary plus the reference number, line-item number, item number and description, selling quantity and selling unit of measure, shipping warehouse, price and pricing unit of measure, and the line extension.
  
• Detail with bill-of-material components: detail plus the items that make up each finished item on the quote, including the quantity per stocking unit of measure and any memo lines.
  

Report totals include the total number of quotes on the report and the total dollar amount of quotes listed.

Field Descriptions

Use the following fields to print the Quote Listing:

1. Order

Select the order in which to print the listing: Quote number, Customer number, customer Alpha or Primary Salesperson sort order. The program defaults to Q.

2. Beginning Order Choice

Select the beginning order choice to print.  

3. Ending Order Choice

Select the ending order choice to print.   

4. Beginning Date

Enter the beginning quote date to print.  

5. Ending Date

Enter the ending quote date to print.  

6. Scope

Enter whether to print Summary, Detail information, or detail of Bill-of-material components. The program defaults to Summary.

7. Warehouse

Enter up to 20 two-character valid warehouse codes side by side for which the report is to print. The program defaults to the warehouse assigned to the terminal.   

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails