Customer quote
This report is used to print a quote for a customer or a prospect. The report sums up all the trading information of the quote, with an ex-tax total valuation excluding invoice footers.
If the printing is not carried out for various reasons (printer failure, network issue, paper jam, etc.), it is possible to relaunch itvia theDEVICLIENT9 - Reprint customer quote report.
Prerequisites
Access to the report
This report can be accessed from the report menu of the group Sales - External documents.
It is also called by default from the following functions :
Sales > Quotes > Quotes
List of criteria
Parameter | Parameter title | Type |
|---|---|---|
sitedeb | Site range | |
clientdeb | Customer range | |
typedeb | Quote type range | |
devisdeb | Quote number range | |
datedeb | Date range | D |
datevaldeb | Validity date range | D |
devdeb | Currency code range | |
etatdevisdeb | Quote status (Local menu Not ordered, Partially ordered, Completely ordered) | |
codimp | Print code (Local menu Print, Reprint) | |
repdeb | Sales rep range | |
impselections | Print selections (Local menu No, Yes) | |
logosoc | Company logo (Local menu No, Yes) | |
fcycpynam | Financial site (Local menu No, Yes) | |
avenantdeb | Revision number range | C |
Comments
The data is filtered by site according to the rights granted to the user on the function CONSCSQ (List of quotes).
Selections are performed on a sales site with several types of range:
The quote sales site.
A selection window is used to choose ranges for sales sites. Provided you are granted the proper authorizations, you can also access the sites record from the Actions icon.
The customer or prospect code
Use a selection window to choose the customer or prospect ranges. You can also access the customer or prospects record from the Actions icon.
Quote types
A selection windows is used to choose the ranges for quote types.You can also access the quote types from the Actions icon.
The quote number
A selection windows is used to choose the ranges for quote numbers.You can also access the quote from the Actions icon (provided the report is not run from the quotes management).
Printing selections
When this option is set to 'Yes', the printing criteria used are printed on the first page.Otherwise, only the document is printed.
Print code
When the print code is set to 'Print', this means that only the quotes yet to be printed are edited.When the print code is set to 'Reprint', already printed quotes or quotes to be printed are printed.When printing a quote, the Printed checkbox of the quote is updated.
When printing from a quote, all the ranges are automatically populated using the quote information.
If the printing concerns several quotes, these quotes are printed by quote number.
Report description
For each quote, the report displays the following pieces of information:
Header:
- Identifying sales site information: company name, address, phone number, EU VAT number.
- Identifying customer information: company name, address, customer code, customer EU VAT number.
- Specific quote information: Quote number, quote date, validity date of the quote and customer internal number.
Lines:
- Identifying product information: product code, translated description, product text.
- Quantity information: sales quantity and unit.
- Price information: net unit price and net price for the line.
In the footer:
- The pieces of information relating to invoicing elements: element description and element value as an amount or a percentage.
- Ex tax total of lines that do not include invoicing elements.