This report shows all authorised quotes without authorised sale order/invoice issued during the specified time interval.
The report inputs are shown in the table below.
|Beginning date of the report|
|Closing/end date of the report|
|Currency to be used in the report|
|Refreshes the report results based on the latest data|
|Sets filter on fields used in the report|
|Allows export of report data to Excel, PDF or RTF|
|Additional filter that displays All Quotes by default (Authorised, Voided, and Draft). Drafts Only and Authorised Only are the other filter options.|
Draft (quotes) returns all rows, except Voided or Authorised quotes.
Authorised Only returns quotes with Authorised status, including Archived authorised quotes.
|Set to the Default layout. Allows selection of saved layouts, if any.|
After setting the inputs described above, pressing the Update button refreshes the report based on the selected inputs. The output fields are shown in the table below.
|Order #||Sale Order Number identifying the quote|
|Sales Representative||Company sales representative responsible for the quote|
|Product||The name of the product|
|Unit||Unit of measure|
|Total||Line total for the product, including tax|
|Date||Issue date of the quote|
|Year||Issue year of the quote|
|Quarter||Quarter of the quote issue date|
|Month||Month of the quote issue date|
|Location||Location from which the sale will be dispatched|
|Product Tags||Comma-separated product tags|
|Family||Product family name|
|Customer Tags||Comma-separated customer tags|
|Currency||Currency code used in the quote|
|Is Archived||Flag for archived quotes|
|Quote Approval State||Status of the quote approval (Authorised or Draft)|