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Forecast

This report lists the Quotations entered in the report period, showing for each the Quotation Date, the Valid Until Date, the Total excluding and including VAT, the Gross Profit and the Probability that the Quotation will be converted to an Order. Orders from the same period can also be listed if required.

Period
Paste Special    Reporting Periods setting, System module
Enter the start and end date of the reporting period. The first record in the Reporting Periods setting is offered as a default.

Order No.
Range Reporting    Numeric
Use this field to limit the report to a single Order, or range of Orders. Closed Orders in the range will not be listed.

Quotation No.
Range Reporting    Numeric
Use this field to limit the report to a single Quotation, or range of Quotations. Closed Quotations in the range will not be shown.

Salesman
Paste Special    Person register, System module
To limit the report to the Orders and Quotations of a single Salesman, enter their initials here.

Customer
Paste Special    Customer register
Range Reporting    Alpha
To restrict the report to Orders and/or Quotations issued to a particular Customer, enter their Customer Number here.

Valid until
Paste Special    Current Date
If a date is entered here, only those Quotations that are valid at that date are shown (i.e. those whose Valid Until Date on their 'Date' cards is the date specified here or later).

Sales Group
Paste Special    Sales Groups setting, System module
To list Orders and/or Quotations with a particular Sales Group (shown on the 'Del Terms' card), enter that Sales Group here.

Orders
Check this box if Orders are to be shown in the report.

Quotations
Check this box if Quotations are to be shown in the report.