Proposal Listing (SRR560)

Use this program to obtain a detailed report of the data included on each proposal or contract. Report information includes the proposal/contract number, customer, effective date, expiration date, last billed date, reference, department, salesperson, terms, post date, and billing total. Detailed information, including preventative maintenance and meters, is printed for each piece of equipment.

Use the following fields to print a proposal list:

1. Order

Indicate whether you want to print the listing in Document or Customer order. Enter (CR) defaults to Document.

2. Beginning Order Choice

Enter the beginning order choice. Enter (CR) defaults to FIRST.

3. Ending Order Choice

Enter the ending order choice. Enter (CR) defaults to LAST.

4. Information

Indicate whether to include Equipment Parts, Labor, Preventative Maintenance, and/or Meter information. Enter (CR) defaults to NONE.

5. Expiration

Enter the expiration date cutoff. Enter (CR) defaults to NO CUTOFF.