Sales Quotations > Sales Quote Reports
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Sales Quote Reports
 
Sales Quotations Reports 7.12.x
Menu
Report
Function/Purpose
(7.12.13)
Sales Quote by Quote Report
This report generates a report of sales quotes activity sorted on the order number based on the selection criteria available on this report.
(7.12.14)
Sales Quote by Customer Report
This report generates a report of sales quotes activity sorted on the customer based on the selection criteria available on this report.
(7.12.15)
Sales Quote by Item Report
This report generates a report of sales quotes activity sorted on the item number based on the selection criteria available on this report.
(7.12.16)
Sales Quote Gross Margin Report
This report provides you information relevant to commissions and profitability for each existing sales quote based on the selection criteria available on this report.
(7.12.17)
Sales Quote Reason Lost Report
This report generates a report detailing the reasons for lost sales based on the selection criteria available on this report.
Exercise: Sales Quotes
Create Sales Quote
1 Use Sales Quote Maintenance (7.12.1) to create a sales quote.
a Enter the quote header.
 
Field
Data
Quote:
[Press Enter to have the system generate a number]
Sold-To/Bill-To/Ship-To:
10C1000
Expires:
[Where does the default value come from?]
Follow-up:
[One week from next Friday]
Cycle Code:
W [Weekly]
Freight list:
20FRT
Freight Terms:
ADD
 
b Add the following line items.
 
Ln
Item Number
Qty Quoted
Qty to Release
1
03021
100
100
2
03022
100
100
3
03023
100
100
c End lines; then go to Trailer and advance to completion.
Release Sales Quote to Sales Order
2 Use Sales Quote Release to Order (7.12.10) to release the sales quote to order.
 
Field
Data
Cycle Code:
W
Output:
PAGE
Note: This process creates the Sales Order numbercreated.
Sales Quote Copy from Sales Order
3 Use Sales Quote Copy from Order (7.12.5) to create a sales quote.
• Sales Order: enter one of your existing sales orders such as SO001 for customer 10C1000.
• Have the system automatically assign a quote number.
• Note message line, Copy Complete. Note Quote number assigned.
4 Use Sales Quote Maintenance (7.12.1) to review this sales quote.
• In reviewing the quote, set the Release field to Yes, add a Cycle Code of W.
• In reviewing the line items, note that the quantity to release is set to the line quantity and can be modified.
• Add another line to the sales quote, 100 each of item 03023, with a release quantity of 100.
• Advance through the trailer to save the changes.
Sales Quote Copy from Sales Quote
5 Use Sales Quote Copy from Quote (7.12.6) to create a sales quote from an existing quote.
• Copy one of your existing quotes, let the new quote number default.
• Change the Sold-to, Bill-to and Ship To to another customer.
6 Use Sales Quote Maintenance (7.12.1) to review the new quote.
• Check the Release field and ensure that the Cycle Code is set to W.
• Review each line item.
• If necessary, set the quantity to release to the line quantity.
• Advance through the trailer to save your changes.
Sales Quote Release to Sales Order
7 Use Sales Quote Maintenance (7.12.1) for your first quote, reset the release field and set the line item quantity to release to 100 for each line item.
8 Use Sale Quote Release to Order
• Enter the Cycle Code W, set output to page, and process.
• Note the sales orders created. You should have three sales orders, one from the current release of your first quote, and one each for the two quotes created by copy. These sales orders can now be maintained and shipped as normal.
Note: If you do not see sales orders created from your quote release, verify the Release check box and the quantity to release field.