A list of quotes.
View Name: vw_KPIQuote
Filter: Revised or Released
Features: Company, Business Unit
Transactional? Yes, by QuoteDate
| Field | Type | Description |
|---|---|---|
| QuoteNo | varchar | Quote No (primary key) |
| CompCode | varchar | Company Code |
| QuoteDate | datetime | Quote Date |
| ShipState | varchar | Transfer Ship To State (2 letter code) |
| SalesRep | varchar | Account Manager Code |
| OrdType | varchar | Sales Order Type |
| BUnit | varchar | Business Unit Code |
| QuoteType | varchar | Quote Type (QUOTE=Quote, BID=Bid/Project) |
| TotSale | decimal | Total Amount |
| AgeDays | int | Quote age days (days after Quote date until aging stopped - aging stops on cancel or expiration date) |
| OrderCount | int | Number of Sales Orders linked to this quote |
| SalesRepName | varchar | Account Manager Name |
| SalesRepStatus | varchar |
Account Manager Employee Status (ACT=Active) |
| IsExpired | bit | Is Quote Expired (1=Yes, 0=No) |
| ExpireDate | datetime | The expiration date |
| ExpireDays | int | The number of days until the quote expires (negative indicates days before expiration) |
| IsSigned | bit | Is the quote signed? (1=Yes, 0=No) |
| SignedDate | datetime | The quote signed date |
