List of Quotations

Quotations > Reports > List of Quotations

List of Quotations

You use this program to produce a list of quotations according to a range of selection criteria.

Report Options

Field	Description
New page per quotation	Select this to print each individual quotation on a separate page.
Include line types	Select the line types you want to include on the quotations. All line types are included by default but you can deselect those you do not require. The following line types are available for inclusion on quotations: Non-stocked Stocked Freight charges Miscellaneous charges Comments

Field

Description

New page per quotation

Select this to print each individual quotation on a separate page.

Include line types

Select the line types you want to include on the quotations.

All line types are included by default but you can deselect those you do not require.

The following line types are available for inclusion on quotations:

Non-stocked
Stocked
Freight charges
Miscellaneous charges
Comments

Selection criteria

Field	Description
Quotation selection	Indicate the quotation(s) for which to generate the report.
Status selection	Indicate the status(es) for which to include quotations in the report.
Customer selection	Indicate the quotations to include in the report based on the customer for whom the quotation was prepared.
Job classification selection	Select quotations for printing based on the user-defined classification assigned when the quote was captured.

Other Options

This tab page contains additional options according to which you can select the quotations to include in the report.

Field

Description

Offers to print

Indicate whether to include details of offers on the report.

Date type

None

Select this to include all quotations irrespective of their expiry or tender dates.

Tender

Select this to print quotations for a selection of tender dates.

Expiry

Select this to print quotations for a selection of expiry dates.

Estimate details

List estimate details

Select this to print the estimate details on the quotations.

If you do not select this option, then you cannot select any additional options pertaining to estimate details.

Route

Select the route for which you want to print the estimate details.

Materials and Operations

Select this to include details for materials and operations on the report.

Materials only

Select this to include details of materials only on the report.

Operations only

Select this to include details of operations only on the report.

Sequence materials by operation

Select this to list each operation together with the list of components for that operation.

If you do not select this option, then operations are listed first, followed by the list of components.

Cost selection

Indicate which costs must be printed for the materials and operations selected.

List costs

Select this to print the extended unit costs.

List escalated costs

Select this to print the extended costs including mark-ups and/or margins.

Date selection

Indicate the date(s) for which to include quotations on the report.


	This date selection is either to the Tender or the Expiry date depending on which Date type you selected at the Date type field.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).