Job Costing Quote Detail Report
Job Costing > Reports> Job Quote Detail Report.png)
Preparation
- Double click to open report
Statuses
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Preparation
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This is the stage where a quote has been created. |
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Scope Creep Quote
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This applies when a quote has beingis created -from Joba Costingjob >using Activitythe >Scope Job NewCreep Quote Searchfunction. The quote is considered to be in the preparation stage and must progress through all approval stages. |
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All
All
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This
Displays looksquotes atacross all status levelsstages. ofIt quotes,is not advisablerecommended to search onusing this status.status |
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Scope Creep Quote
This is when you have created a quote from a Job using the Scope Creep Quote function, this means that the quote is in preparation and must go through all the stages.
Requesting Internal Approval
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This isstatus whenindicates the quote has being moved from Preparation to JobInternal Quote internal Approval.
-Approval
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Path: Job Costing > Activity > Job Internal Quote Approval |
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Internal Approval
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This is whenthe stage where the jobquote is undergoing internal review and approval. |
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Job Customer Quote Approval
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This isstatus whenmeans the quote has being approvalprogressed from Preparation or Internal approvalApproval to Customer Approval.
Path: Status. - Job Costing > Activity > Job Customer Quote Approval |
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Customer Approved
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This isstatus whenindicates the quote has beingbeen approved (from Preparation orPreparation, Internal approvalApproval, or Customer ApprovalApproval) Statusand toconverted into an active job. QuotesThe arejob is now movedavailable tounder the Manage Job, section. essentially Thisforming canpart alsoof be termed as yourthe order book.
-Path: Job Costing > Activity > Manage Job
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Internal Rejection
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This isoccurs when a quote has beingis rejected fromduring the Internal Approval Status.stage. |
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Customer Rejection
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This isoccurs when a quote has beingis rejected fromduring the Customer Approval Statusstage. |
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Cancelled
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Cancelled
This isstatus applies when a quote has beingis cancelled fromat any stage of the quote stagesprocess. |
