SM Work Order Quote
You can use the SM Work Order Quote report by selecting .
This report acts as a signable quote that can be printed out. The report is able to deal with both T&M and Flat Price (FP) scopes at the same time, as users could have a quote that has both types of price methods. Report can hide or show costs and related tasks, though it will always show related Labor, Matl, Equip, and Other tabs. Users are able to hide and show notes at both scope level and the quote level as well as hide and show the Scope's detail section.
- a single Quote
- all quotes related to a Customer
- all quotes related to a Service Site
- all quotes related to a Service Center
- Approved, Canceled, New, or all three status flags
|
Report Parameters |
Description |
|---|---|
|
Company |
Accept the default, or press F4 to select a company. |
|
Work Order Quote (Blank for all) |
Click the Field Lookup button or press F4 to select the work order quote or leave blank for all. |
|
Customer (Blank for all) |
Press F4 to select the Customer |
|
Service Site (Blank for all) |
Select the Field Lookup button or press F4 to select the service site. |
|
Service Center (Blank for all) |
Select the Field Lookup button or press F4 to select the service center. |
|
Show Scope Detail |
checkbox to show scope detail. |
|
Show Quote Scope Details |
checkbox to show quote scope details. |
|
Show Costs |
checkbox to show costs. |
|
Show Prices |
checkbox to show prices. |
|
Show Quote Scope Tasks |
checkbox to show quote scope tasks. |
|
Print Scope Quote Notes. |
checkbox to print scope quote notes. |
|
Print Quote Notes |
checkbox to print quote notes. |
|
Quote Status – (A)pproved, (C)anceled, (N)ew, Blank for all. |
Enter A, C, N, or leave blank for all. |
|
Show TM Price Estimate |
checkbox to show TM price estimate. |
