List of quotes/no.
The SQUOT report can be used to print the list of quotes sorted by quote number.
Prerequisites
Access to the report
This report can be accessed from the report menu of the group Sales - Listings.
List of criteria
Parameter | Parameter title | Type |
|---|---|---|
société | Company | |
sitedeb | Site range | |
typedeb | Quote type range | |
devisdeb | Quote number range | |
datedeb | Date range | D |
datevaldeb | Validity date range | D |
clientdeb | Customer range | |
devdeb | Currency code range | |
etatdevisdeb | Quote status (Local menu Not ordered, Partially ordered, Completely ordered) | |
representant | Sales rep | |
impselections | Print selections (Local menu No, Yes) |
Comments
The data is filtered by site according to the rights granted to the user on the function CONSCSQ (List of quotes).
The selection criteria are:
The customer or prospect code
Use a selection window to choose the customer or prospect ranges. You can also access the customer or prospects file from the Action.
Quote types
A selection windows is used to choose the ranges for quote types. You can also access the quote types from the Actionicon.
The quote number
A selection window is used to choose the ranges for quote numbers. You can also access the quote from the Action.
Report description
This report displays the main information about the selected quotes sorted by quote number. For each quote, the report displays the following pieces of information:
Header:
- quote number,
- customer code,
- quote reference on the customer's side,
- tax excl. amount of the quote in the quote currency,
- tax incl. amount of the quote in the quote currency,
- quote currency,
- quote status ('Not ordered', 'Partially ordered', 'Ordered'),
- quote date,
- quote validity date.
Lines:
- product code,
- quantity and sales unit of each quote line,
- unit gross price of the quote line,
- unit net price of the order line.