At this screen, you can view a report of quotations that have been created in Exact Globe. From here, it is also possible to drill down to view more information of a particular quotation.
This screen is accessible if all in the following is met:
Logistics/Reports/Back office/Quotations
To view the overview of back office quotation reports, function right 729 — View back office reports is required. There is no default role associated with this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Click this to update the results according to the defined criteria.
Click this to clear the defined criteria so that you can start a new search.
Click this to exit.
Type or select the required option to display the report of quotations belonging to the selected division. For more information on divisions, see Overview of Divisions. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing Division Cards.
Note: By default, the division of the person currently logged in to Exact Synergy Enterprise will be selected. You can only select another division if your role level is equivalent or higher than the division level.
Type or select a quotation number or range of numbers to display quotations with the selected number(s).
Type or select the date or range of dates to display quotations that have been created within the specified date(s).
Note: Typing or selecting only the start of a date range will display the report for quotations that are created on the selected date and after it. Typing or selecting only the end of a date range will display the report for quotations that are created on the date and before it.
Type or select the account code to display quotations for the selected debtor.
Select Yes or No to display quotations that have been completed or not completed respectively. To display quotations regardless of whether they have been completed or not, select All.
Type or select the warehouse code to display quotations created for the selected warehouse.
Type or select the assortment code to display quotations with items belonging to the selected assortment.
This refers to your reference number. Type a full reference (customer’s reference) to display quotations that match the entered reference.
Type or select the item to display quotations with the selected item.
Select Warehouse, Debtor name, Item, or Quotation date to group the results according to the selected option. Otherwise, select None.
The following screen is an example of the results displayed once you have clicked Show or Refresh:
You can view certain information of the quotations such as the quotation descriptions and names of the debtors. To view a particular quotation in detail, you can click the link under the Quotation number column. For more information, see Viewing Back Office Sales Invoice, Sales Order, Service Order, Purchase Order, or Quotation Report.
In addition, you can click under the Attachment column to open or save the attachment file. You can also click under the Note column to view notes for the particular quotation.
Click Customize at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default settings, or Close to exit. Take note of the following sections/fields:
You can add or remove columns based on the information you want to view. You can arrange the order of the columns by clicking the Up or Down buttons. There are various columns that you can select such as Project, Country, Debtor name, and many more.
You can add or remove the fields for the filter criteria before generating the report by selecting or clearing the relevant check boxes under this section respectively.