General Application Functions > Standard Report and Document Listing

Quote Form

This report is provided as part of the Quote functionality and provides a printable quote cost for a service.

 

Parameters

 

This is a system-generated report and should only be rendered through the Generate Quote button (System ID of QUOT).  Refer to the Accessing Documents through Buttons section for more information.

 

Parameter

Description

System-provided

This is a system-generated report.

 

 

Report Details

 

Report Grouping

 

No report grouping is in effect.

 

Header Information

 

The following data will appear within the heading section of this report:

      Title of “Quote”,

      Branch Information (Description, Address, City, State, Postal Code, Phone),

      Quote Number,

      Total Quote Amount,

      Quote Date,

      Customer Number,

      Purchase Order Number,

      Payer Information (Name, Address, City, State, Postal Code).

 

Detail Information

 

The report lists the following detailed items:

      Shipper,

      Salesperson,

      Weight,

      Miles,

      Origin Address,

      Destination Address,

      Tariff,

      Quote Item Information (Item Number, Description, Quantity 1, Quantity 2, Rate, Item Amount),

      Total Quote Amount.

 

 

Effect of Grouped Quote Items

 

Quote Item records can be grouped together if the user elects to generate the quote with the Group feature on.  In this case, the grouped quote items will appear in a separate box within the detailed record listing section.  The title assigned to the group will appear above the inset.

 

Figure 3: Display of Quote Items when grouped

 

Report Totals

 

No report totaling is in effect.