Purpose: This report displays open quotes based on the selection criteria entered on the Open Quotes Report Screen:
• Entered quote date range: The report includes open quotes that were entered within a specified date range.
• Expired quote date range: The report includes open quotes whose cancel date falls within a specified date range. Quotes that have already been canceled are not included on the report.
• Order type: The report includes open quotes whose order type matches the specified order type.
How to print: Use the Printing the Open Quotes Report (POQR) menu option.
For more information: See the sample report in PDF format.
Note: This report is also available as a .csv (comma-separated value) file, which you can open in a spreadsheet application such as Microsoft Excel®. See Reports Available in CSV (Spreadsheet) Format for more information.
Contents: Open quotes display on this report in ascending quote number sequence.
Report Selection Criteria
• Order Type: The order type entered in the Order type field on the Open Quotes Report screen. *ALL displays if you did not specify an order type.
• Quote Entered From Date: The date entered in the Quote Entered Date Range: From field on the Open Quotes Report screen. *ALL displays if you did not specify a quote entered date range.
• Quote Entered To Date: The date entered in the Quote Entered Date Range: To field on the Open Quotes Report screen. *ALL displays if you did not specify a quote entered date range.
• Quote Expired From Date: The date entered in the Quote Expired Date Range: From field on the Open Quotes Report screen. *ALL displays if you did not enter a quote expired date range.
• Quote Expired To Date: The date entered in the Quote Expired Date Range: To field on the Open Quotes Report screen. *ALL displays if you did not enter a quote expired date range.
Report Details
• Order #: The quote number. From the OHD Order # field in the Order Header table.
• Customer #: The sold to customer on the quote. From the OHD CST Customer # field in the Order Header table.
• Name: The first and last name of the sold to customer on the quote. If a first and last name is not defined for the sold to customer, the company of the sold to customer displays. From the NAM First Name and NAM Last Name fields or NAM Company Name field in the Customer Sold To table.
• Quote Dollar Value: The total dollar value of the quote. This is the sum of all charges on the quote, including: merchandise, freight, additional freight, tax, handling, duty, and additional charges. From the OST Merch, OST Freight, OST Handling, OST Addl Freight, OST Addl Charges, OST Tax, OST GST, and OST PST fields in the Order Ship To table.
• Quote Date: The date the quote was entered into CWSerenade, in MM/DD/YY format. From the OHD Entered Date field in the Order Header table.
• Expiration Date: The date the quote expires in MM/DD/YY format. The system calculates this date based on the quote’s entered date and the number of days defined in the Expiration days field for the order type on the quote. From the OST Cancel Date field in the Order Ship To table.
• Order Type: The order type assigned to the quote. From the OTY Order type field in the Order Header table.
• Salesrep Number: The salesman number assigned to the quote. From the SLS Salesman # field in the Order Header table.
• Salesrep Name: The name of the salesman assigned to the quote. From the SLS Name field in the Salesman table.
