Open quotation Report

Introduction

Introduction

This report used to how many quotation not convert to order showing purpose

Business Example

Quotation  will be released as per the company standard in an fabrication industry. Marketing team need to track the how many Quotation not convert to order

Execution

image-1588348511702.pngCriteria

This report used to how many orders not convert from quotation to order

Selection fields

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1.Organisation :Select the organization from where the report needs to populate and display the data.

2.Business partner: System will display the business partner name from the quotation document

3.Business partner group: select the business partner group

4.Date ordered: This field user to document creation date updating purpose

5.Sales Representative :This field represents for who we going to Quotation prepare  the product.

Output fields

1.Quotation Number :The document number is generated  automatically by the system and determined by the document type of the document.

2.Date ordered: To show the quotation Order date

3.Business partner:This field represents for who we going to sales the product.

4.Business partner group : The Business Partner Group provides a method of defining defaults to be used for individual Business Partners.

5.line:Product serial number

6.Product : Product will be displayed by the system from the quotation selected.

7. Uom:  This field used to Product -unit of measurement

8.Quantity :How many qty prepare  against the Quotation

9.Price : Product price details show in this field

10.Line amt: To show the Line amount with out tax detail

11.Amount With Tax

12.Sales Representative :This field represents for who we going to Quotation prepare  the product.

13.Sales Transaction : Sales transaction details (Ye or No) result details show in this field

14.Delivery Terms

15.Description

16.Grand Total