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Fastbase Accounting System - Online Manual
Quote Expiry Report
Entered Mon, 26 May 2003 16:12 by Updated Fri, 1 Jul 2005 17:16 Previous
Go to Reports -> Order Reports -> Quote Expiry Report. This report shows all quotes which will expire within a selected date range. Salesperson: 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.