Accepted Quotations Journal
The Quotation History lists Accepted Quotations, showing resulting Invoices and any linked Projects.
When printed to screen, the Accepted Quotations Journal report has Enterprise's Drill-down feature. Click on any Quotation, Invoice or Project Number in the report to open the corresponding record.
- Acceptance Period
- Paste Special
Reporting Periods setting, System module
- The report period: Quotations whose Decision Date falls in this period will be shown in the report.
- Quotations
- Range Reporting
Numeric
- Enter a Quotation Number or a range of Numbers. The report will only show Accepted Quotations that have a Decision Date.
- Quotation Class
- Paste Special
Quotation Classes setting, Quotations module
- Enter a Quotation Class code to list Quotations of a single Class.
- Customer
- Paste Special
Customers in Contacts register
- Enter a Customer Number to list the Quotations sent to a single Customer.
- Salesman
- Paste Special
Person register, System module
- To limit the report to Quotations generated by a single Salesman, enter their initials here.
- Sales Group
- Paste Special
Sales Groups setting, System module
- To list Quotations with a particular Sales Group (shown on the 'Price List' card), enter that Sales Group here.
- Location
- Paste Special
Locations in Location setting, Stock module
- Enter a Location Code to list the Quotations with a single Location.
