Reports > Module Sales > Report SQUOT2 (List of quotations/site/customer) 

The SQUOT2 report can be used to print the list of quotes sorted by site, customer code and quote number.

Prerequisites

Access to the report

This report can be accessed from the report menu of the group Sales - Listings.

It is also called by default from the following functions :

 Sales > Quotes > Quotes

List of criteria

Parameter

Parameter title

Type

clientdeb

Customer range

BPC

typedeb

Quote type range

TSQ

devisdeb

Quote number range

SQH

sitedeb

Site range

FCY

refdevisdeb

Quote reference

A

representant

Sales rep

REP

impselections

Print selections (Local menu No, Yes)

M1

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).

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 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 Actionicon.

The quote number

A selection window is used to choose the ranges for quote numbers. You can also access the quote from the from the Actions icon.

The sales site

A selection window is used to choose ranges for sales sites. You can also access the quote from the Actions icon depending on user authorizations.

The quote reference on the customer's side

The entry of the customer reference range is free.

Report description

This report displays the main information about the selected quotes sorted by sales site, customer code and quote number. A break is performed on the sales site and the customer before showing the following information for each quote:

Break by site
  • Code and description of the sales site
Break by customer
  • Customer code, Customer company name and delivery address code of the customer.
Quote header:
  • quote number,
  • 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.