Printing the Open Quotes Report (POQR)

Purpose: Use this menu option to print the Open Quotes Report, which provides information on open quotes based on the following 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.

• Order type: The report includes open quotes whose order type matches the specified order type.

Open Quotes Report Screen

Use this screen to define the selection criteria you wish to use to print the Open Quotes Report.

How to display this screen: Enter POQR in the Fast path field at the top of any menu or select Print Open Quotes Report from a menu.

Field

Description

Quote Entered Date Range: From

The first entered quote date to include on the report. The system includes open quotes whose Entered date is equal to or greater than this date.

The date must be in MMDDYY format.

The From date cannot be greater than the To date.

The date cannot be greater than the current date.

If you enter a From date, you must also enter a To date.

Numeric, 6 positions (MMDDYY format); optional.

Quote Entered Date Range: To

The last entered quote date to include on the report. The system includes open quotes whose Entered date is equal to or earlier than this date.

The date must be in MMDDYY format.

The From date cannot be greater than the To date.

The date cannot be greater than the current date.

If you enter a From date, you must also enter a To date.

Numeric, 6 positions (MMDDYY format); optional.

Quote Expired Date Range: From

The first expired quote date to include on the report. The system includes open quotes whose Canceled date is equal to or greater than this date. Quotes that have already been canceled are not included on the report.

To date must be in MMDDYY format.

The From date cannot be greater than the To date.

The From date or To date cannot be greater than the current date.

If you enter a From date, you must also enter a To date.

Numeric, 6 positions (MMDDYY format); optional.

Quote Expired Date Range: To

The last expired quote date to include on the report. The system includes open quotes whose Canceled date is equal to or earlier than this date. Quotes that have already been canceled are not included on the report.

To date must be in MMDDYY format.

The From date cannot be greater than the To date.

The From date or To date cannot be greater than the current date.

If you enter a From date, you must also enter a To date.

Numeric, 6 positions (MMDDYY format); optional.

Order type

The order type you wish to use to print the Open Quotes Report. The system includes open quotes whose order type matches the order type you enter.

The order type you enter must have the Quote field selected.

Order types are defined in and validated against the Order Type table; see Establishing Order Types (WOTY).

Alphanumeric, 1 position; optional.

Screen Option

Procedure

Generate the Open Quotes Report

Enter your selection criteria and select Print Report. The system submits the OPEN_QUOTE job to generate the report and returns you to the main menu.

POQR OROMS 5.0 2018 OTN