With the Service Quote report, you can print all your service quotes. You can print all the quotes or selected quotes. The report shows the order number, service quote number, status, order date and time, as well as the customer name and address.
If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records.
To print the report, click the Print button. To see the report on screen, click Preview. If you want to save your report and print it later, click Cancel (the program automatically saves your report).
To filter the information in the report, in the Filter field, fill in the relevant information as follows:
No.: In the Filter field, enter the numbers of the service orders that you want to include in the report. To see the existing numbers, click the AssistButton in the Filter field.
Customer No.: In the Filter field, enter the numbers of the customers that you want to include in the report. To see the existing customers, click the Filter field, then click the AssistButton that appears to the right.
Click the up-arrow in the lower left-hand corner of the window to see the result of the filters that you have defined for the table.
To sort your records in descending or ascending order (for example, numerically or alphabetically) on one of the fields in your report, click Sort. In the Sort window, under Key, select the relevant field and under Order select Ascending or Descending and then click OK.
No. of Copies: In this field, you can enter the number of copies of the service quote (in addition to the original) that you want to print.
Show Internal Information: You can select the check box in this field if you want the printed report to show information that is only for internal use.
Amounts Based on: In this field, you can choose whether you want the program to calculate the amounts in the service quotes based on the contents of the Quantity or Chargeable Qty. fields in the Service Invoice Line table.
Log Interaction: You can select the check box in this field if you want the program to record the service quotes you want to print as interactions and add them to the Interaction Log Entry table.
Entering Criteria in Filters