General Information about Quote List

You will find a general description of how to manage lists in MONITOR in the chapter Managing Lists in the System under General in the MONITOR Basics guide.

What Does This Procedure Do?

You can print lists from the quote register in this procedure. You create, modify and delete quotes in the Register Quote procedure.

Under the Create tab you select list type containing different information for each list type. The different list types are described under Printout Samples.

You can select your list using: Quote number, Customer code, Customer category, Seller code, Our reference, Status, Probability, Quote date, Valid through date, Your inquiry number, Part number, Period, Part code, Period, Part code, Country, Currency code, Country code, Account, Cost center, Cost unit and Project. You can classify your list using: Quote number, Customer code, Seller code, Probability, Part number, Period and Country.

What Update Options Exist for this Procedure?

You can make updates when you use certain Display List functions. In this procedure, you can update the following:

• Period in the Standard and Show currencies lists.
• Additional text in the Standard and Coding lists (if an additional text already exists).
• Status, Valid through date, Contact date and Simulate/Requirements planning (S/R) in the Only total and Standard lists classified by Probability.

• Probability in the Only total list.
• Account, Cost center, Cost unit and Project in the Coding list.

Export Invoice Basis

You can, from a local copy of the MONITOR database, create and export invoice bases. See more information under the General Information about CRM and SRM.

Can Any Charts Be Displayed?

You can view a chart of the amount, CR or CM in the quote backlog if you have selected the list type Only total.

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.

See also:

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