You are here: List Proposals window
List Proposals window
Purpose
Use this window to establish report criteria and generate the List Proposals report.
To access this window
Select List Proposals Payments on the Report Catalog window - Customer tab and click Run.
Diagram
The following thumbnail illustrates the List Proposals window. Click it to view a full-size image.
Item descriptions
Item | Description |
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General report parameters Use the following group of boxes to define the parameters AIMsi will use to identify proposals to include on a generated report. |
|
Date Range |
Enter a range of dates on which to report. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
Location |
Select a location on which to report. By default, all locations are included on the report. |
Type |
Select to include all proposals, only open proposals, only sold proposals, or only returned proposals on the report. |
Customer Type |
Select a customer account type to report only on proposals written for customer accounts of that type. |
Acct# |
Enter an account number to report only on payments posted to that customer's account. If you want to report on all accounts, leave this box blank. This box supports F6 functionality; the Pick Customer window opens. |
PO# |
Enter a purchase order number on which to report. |
SKU# |
Enter a specific SKU number on which to report. |
Employee # |
Select an employee on which to report. This includes on the report only those approvals entered by that employee. Hold down Ctrl while clicking with the left mouse button to select more than one employee. By default, all categories are included on the report. |
Options for date range
|
Select an option to include on the report proposals that were entered during the specified date range or proposals that expire during the specified date range. |
Options for employee
|
Select an option to sort the report by the employee who entered the proposal or by the proposal reference/invoice number. |
Item | Description |
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OK |
Accepts your changes to the window and displays the Select Output Destination window where you can generate your report. |
Cancel |
Cancels your changes and returns to the Report Catalog window. |