PURPOSE
The order/quotation report/purge program prints outstanding and expired quotations. The program also has the option to purge expired quotations. The program is used for both order and quotation reports.
Order/Quotation Report is accessed from:
PROCEDURE
Select Order/Quotation Report from the Sales Processing menu. The following prompts display.
Enter store code.
In a single store environment this field defaults to the usual store.
[F5] to display list for selection.
"C" for current orders/quotations.
"H" for history (updated) order/quotations.
"B" for both types of orders/quotations.
"Q" for quotations.
"O" for orders.
"Y" to show status of orders/quotations.
"N" to not show status of orders/quotations.
"1" to sequence by customer and expiry date.
"2" to sequence by customer and order/quotation number.
"3" to sequence by order/quotation number.
Enter starting quotation/order.
[Enter] for first quotation/order in system.
Enter ending quotation/order.
[Enter] for last quotation/order in system.
Enter salesman/operator code.
[Enter] for all salesmen.
[F5] to display salesman/operator codes list for selection.
If you selected ORDERS above the following prompt appears:
Enter desired option.
[Enter] for all orders.
"Y" to include confirmed quotations only.
"N" to include unconfirmed quotations only.
"B" to include both types.
Applicable to quotation report only.
Enter date in format MMDDYYYY.
[F2] for all dates.
Applicable to quotation report only.
[Enter] to not purge or move.
"P" to purge current expired date quotations.
"M" to move current expired date quotations to history.
Applicable to quotation report only.
"Y" to remove contract pricing for purged/moved expired quotes.
"N" to not remove contract pricing for purged/moved expired quotes.
Applicable to quotation report only.
"Y" to purge history quotes expired more than 12 months.
"N" to not purge history quotes expired more than 12 months.
Applicable to quotation report only.
"Y" to remove contract pricing for purged history quotes.
"N" to not remove contract pricing for purged history quotes.
Example Order/Quotation Report Completed Parameters display:
┌────────────────────────────────────────────────────────────────────────────────â”
│ 04/17/08 ***** ORDER/QUOTATION REPORT ***** │ │ COMPANY: 01 - IDEALWARE │ │ │ │ │ │ ** ENTER STORE CODE: 01 - IDEALWARE │ │ ** CURRENT, HISTORY OR BOTH? (C/H/B): BOTH │ │ ** QUOTES OR ORDERS? (Q/O): Q │ │ ** SHOW ORDER STATUS? (Y/N): Y │ │ ** SEQUENCE (1=CUSTOMER/ExPIRY, 2=CUSTOMER/QUOTE, 3=QUOTE): QUOTE │ │ ** STARTING QUOTE# (CR FOR FIRST): 01E000000 │ │ ** ENDING QUOTE# (CR FOR LAST): 01E999999 │ │ ** PRINT FOR WHICH SALESMAN? (CR=ALL): ALL │ │ ** CONFIRMATION STATUS (Y/N/CR=BOTH): BOTH │ │ ** PRINT QUOTES ExPIRING BEFORE WHAT DATE? (F2=ALL): 99/99/99 │ │ ** PURGE 'CURRENT' ExPIRED QUOTES OR MOVE TO HISTORY? (P/M/CR=NEITHER): NEITHER│ │ ** REMOVE CONTRACT PRICING FOR ABOVE 'TO PURGE/MOVE' ExPIRED QUOTES? (Y/N): NO │ │ ** PURGE 'HISTORY' QUOTES ExPIRED OVER 12 MONTHS AGO? (Y/N): NO │ │ ** REMOVE CONTRACT PRICING FOR ABOVE 'TO PURGE' HISTORY QUOTES? (Y/N): NO │ │ ** PRESS CR TO CONTINUE: _ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to continue to printer selection menu.
[F3] to change previous selections.
[F4] to cancel and exit to menu.
PRINTER SELECTION & CONFIGURATION
┌────────────────────────────────────────────────────────────────────────────────â”
│08/14/07 ***** PRINTER SELECTION ***** │ │ │ │ │ │** MAKE SURE PRINTER IS READY BEFORE PRESSING CR ..... │ │ │ │1. PRINTER NAME ................................. P1 OKIDATA 390 │ │ │ │2. CHARACTERS PER INCH ? (10,12,17) ............. 10 │ │ SINGLE OR DOUBLE DENSITY ? (S,D) ............. S SINGLE DENSITY │ │ │ │** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
"1" to change printers.
"2" to change the CPI and/or print density.
[Enter] to print.
[F4] to not print and exit to the menu.
[F5] to display a list of printers for selection.
An example Quotation Report printout follows.
IDEALWARE 04/17/08 15:32:22 PAGE: 1 QUOTE REPORT BY QUOTE NUMBER SALESMAN: ALL, CONFIRMED STATUS: BOTH, BEFORE EXPIRY DATE: 99/99/9999 EXPIRED QUOTES TO PURGE: 0, EXPIRED QUOTES TO HISTORY: 0, HISTORY QUOTES TO PURGE: 0 ----------------------------------------------------------------------------------------------------------------------------------- QUOTE QUOTED CONFIRM EXPIRY CONTRACT CUSTOMER NUMBER SMAN DATE DATE DATE PRICES? STATUS TELEPHONE# CONTACT TOTAL ----------------------------------------------------------------------------------------------------------------------------------- ACTDEV 01A001234 BARJO 01/26/07 01/26/07 01/26/07 545-4444 346.79 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- UNKNOWN 01A001235 BARJO 09/08/07 09/08/07 00/00/00 D 1,123.76 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- AAAWOO 01A100169 SALES 09/26/96 09/26/96 09/26/96 438-9696 3,921.55 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- AAAWOO 01A100171 GEN 09/26/96 09/26/96 09/26/96 438-9696 38.52 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- ACTDEV 01A100188 BARJO 10/25/96 10/25/96 10/25/96 736-6909 1,235.67 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- ACTDEV 01A100495 BARJO 12/22/96 12/22/96 12/22/96 545-4444 32.59 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- $STEEJEN 01A100517 BARJO 07/20/07 07/20/07 07/20/07 357.74 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- $STEEJEN 01A100518 BARJO 07/20/07 07/20/07 07/20/07 651.86 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- ABACON 01A100521 BARJO 07/26/07 07/26/07 07/26/07 651.86 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- BAZGOR 01A100522 BARJO 07/26/07 07/26/07 07/26/07 825.02 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- ABACON 01A100523 BARJO 07/26/07 07/26/07 07/26/07 224.22 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- BAZGOR 01A100524 BARJO 07/26/07 07/26/07 07/26/07 2,188.81 STATUS --> QUOTE IS COMPLETE AND SELECTABLE ----------------------------------------------------------------------------------------------------------------------------------- FIELDS CUSTOMER Customer code. QUOTE NUMBER Quotation number. SMAN Salesman code. QUOTED DATE Date of quotation. CONFIRM DATE Date confirmed. EXPIRY DATE Date quotation expires. CONTRACT PRICES? Contract prices generated from this quote? Y yes N no. STATUS Current status. TELEPHONE# Contact person telephone. CONTACT Name of contact person. TOTAL Total amount of quote.
Applicable to quotation report only.