Quote Form

This report displays a printable quote cost for a service available through Quote.

 

Parameters

 

This is a system-generated reported.  The System Report ID Setting of QUOT in Report Setup determines the report referenced through the Report/Letters buttons in Quote.  See System Report ID Setting for more information.

 

Parameter

Description

System-provided

This is a system-generated report.

 

Report Details

 

Report Grouping

 

No report grouping is in effect.

 

The following table describes the fields that display on this report.

 

Field

Description

Branch

Displays the Title, Address, City, State, and Postal Code of the branch as defined within Branch Setup for the Address Type of Invoice Header; if no Invoice Header is defined then the Default address type will be used

Quote Number

Displays the number assigned to the quote record

Quote Date

Displays the date that the quote record was created on

Customer #

Displays the numeric identifier of the customer assigned to the order through Billing Information

PO #

Displays the Purchase Order set within Billing Information

Quote Total

Displays the total of all quote items/groups

Customer Address

Displays the address set for the customer assigned to the order through Billing Information

Shipper

Displays the formatted shipper name combined from the Last Name/Company Name and First Name fields from the Name, Address, Phone tab

Salesperson

Displays the name of the Salesperson assigned to the order through Name, Address, Phone

Weight

Displays the Billed Weight (or Hauled Weight if Billed Weight is not set) of the order set through Move Information

Miles

Displays the Miles of the order set through Move Information

From

Displays the Moving From address set within Name, Address, Phone

To

Displays the Moving To address set within Name, Address, Phone

Tariff

 

Displays the Tariff/Rate set within Billing Information

Quote Item Details

If grouping is in effect, then a group title and amount will appear above each grouping. 

Item #

Displays the Item assigned to the quote detail through Add Quote

Description

Displays the Description assigned to the quote detail through Add Quote

Quantity

Displays the Quantity value(s) assigned to the quote detail through Add Quote

Rate

Displays the Rate assigned to the quote detail through Add Quote

Amount

Displays the Charge assigned to the quote detail through Add Quote

Quote Total

 

Quote Total

Total of all quote items/groupings

 

 

Report Totals

 

No report totaling is in effect.