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Quote Expiry Report

Document 103280/1

Entered Mon, 26 May 2003 16:12 by
Updated Fri, 1 Jul 2005 17:16

Go to Reports -> Order Reports -> Quote Expiry Report.

This report shows all quotes which will expire within a selected date range.

Select the salespeople to report on. By default, quotes for "All Salespeople" are reported.

Selected Customers:
Select the customers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing.

Start Date:
End Date:
Enter the date range to report for. All active quotes which expire within the entered date range will be reported.

Output Device :
Select the output device for the report. See Creating Reports - General Comments for details.

Run Report.

A quote can expire (ie: the expiry date has already passed) but the quote is still active until it is actually completed.

See also: Quote Status Report.

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