Contract Quotes to Be Signed Report

With the Contract Quotes to Be Signed report, you can print all your information about contract quotes to be signed. The report shows the contract number, customer name and address, salesperson code, starting date, probability, quoted amount and forecast.

You can refine the information which the program will include in your report by applying filters to specific fields. To do this, in the Field field, press F3, click the AssistButton, and then select the relevant field(s). In the Filter field, enter the values that you want to use in the filters applied to the fields you have selected. 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:

Service Contract tab

Responsibility Center: Enter the responsibility centers that you want to include in the report. To see the existing responsibility centers, click the Filter field, then click the AssistButton that appears to the right.

Contract No.: Enter the numbers of the contract quotes that you want to include in the report.

Salesperson Code: Enter a salesperson code if you want the reports only to include contracts assigned to a particular salesperson/purchaser. To see the existing salesperson codes, 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.

Options tab

Forecast Included: Click to insert a check mark in the check box if you want to include a forecast of the contract quotes to be signed in the report. If you do not place a check mark in the check box, the report will not include a forecast of the contract quotes to be signed.

 

Related Topics

Entering Criteria in Filters

Sorting