Quote Removal (SOU110)

Using Reports

This program automatically removes converted or expired quotes from the system.

Once a quote is converted to a sale (an order), the quote remains in the Quote File. They may be left on file so they can be printed through the Quote Listing. Since this file eventually fills up, make sure you run this program periodically to remove the quotes that you no longer need to keep on file.

You have the option to:

• Select removal of quotes through a specific date.
  
• Remove only expired quotes.
  
• Remove only quotes that have been converted to orders.
  
• Select warehouse(s) for quotes to remove.
  
• Select salesperson/territory for quotes to remove.
  
• Select a specific customer for quotes to remove.
  

Use the following fields to remove quotes:

1.  Warehouse

Enter up to 20 two-character warehouse codes side by side to indicate the warehouse(s) for which quotes are to be removed. Only valid warehouse codes are accepted. Press Enter (CR) to default to the warehouse assigned to the terminal. 

2.  Salesperson/Territory

Enter a valid salesperson/territory for which to remove quotes. Entering a valid salesperson/territory displays the name.  

3.  Customer

Enter a valid customer for which to remove quotes. Entering a valid customer displays the name.  

4.  Status

Enter whether to remove E-expired and/or S-sold or ALL-all quotes.  

5.  Cutoff Date

Enter the date to remove through. Any quote with a quote date after the date entered is removed. Press Enter (CR) to default to ending date of the last GL period closed.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails