Contract/Quotation Status
The Contract/Quotation Status report is a list of records in the
Contract Status register, showing Quotation Number, Contract Number, Customer Number and Name, Start and End Dates and the dates for Quotation Acceptance and Contract signature.
- Contract
- Range Reporting
Numeric
- If you enter a Contract Number or range of Contract Numbers here, the report will list the Contract Status records related to those Contracts.
- Quotation
- Range Reporting
Numeric
- If you enter a Contract Quotation Number or range of Contract Quotation Numbers here, the report will list the Contract Status records related to those Contract Quotations.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- Use this field if you need the report to list the Contract Status records that are connected to a particular Customer.
- Customer Category
- Paste Special
Customer Categories setting, Sales Ledger
- If you want the report to list Contract Status records that are connected to Customers belonging to a particular Customer Category, specify that Category here.
- Customer Class.
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list Contract Status records that are connected to Customers with a certain Classification. If the field is empty, Contract Status records connected to every Customer, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, only Contract Status records connected to those Customers featuring all the Classifications listed will be shown. If you enter a number of Classifications separated by plus signs (+), Contract Status records connected to Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), Contract Status records connected to Customers featuring any Classification except the one listed will be shown.
- For example:
- 1,2
- Lists Contract Status records connected to Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Contract Status records connected to Customers with Classifications 1 or 2.
- !2
- Lists Contract Status records connected to all Customers except those with Classification 2.
- 1,!2
- Lists Contract Status records connected to Customers with Classification 1 but excludes those connected to Customers with Classification 2 (i.e. Contract Status records connected to Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Contract Status records connected to all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Contract Status records connected to all Customers except those with Classifications 1 and 2 (Contract Status records connected d to Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Contract Status records connected to Customers without Classification 1 and to Customers with Classification 2 (Contract Status records connected to Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Contract Status records connected to Customers with Classifications 1 and 2, and to those with Classifications 3 and 4.
- 1*
- Lists Contract Status records connected to Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Contract Status records connected to Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Contract Status records connected to Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Contract Status records connected to Customers with Classifications beginning and ending with 1.
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Reports in the Contracts module:
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