Wiki

Case Status
Log In

Wiki

 
Forecasting Rep Send
  • RSS Feed

Last modified on 2/18/2019 2:48 PM by User.

Tags:

Forecasting Rep Send

What Data is Sent:

Quote

  • Header
    • Rep DBID and ID
    • Quote ID
    • Last Update Date
    • Project Name
    • Location City
    • Location State
    • Bid Date
    • Status
  • Line Level
    • Quantity
    • Catalog Number
    • Line Code
    • Line # and ID
    • Fixture Type
    • Manufacturer ID
    • Unit/Part Quantity
  • Specifier Level
    • Customer
    • Specifier Role
    • Customer/Specifier Name
    • Customer/Specifier Address
    • Customer/Specifier Account

Order

  • Header
    • Rep DBID and ID
    • Quote ID
    • POID
    • MFG Quote Number
    • Project Name
    • Location City
    • Location State
    • PO Number
    • Sold Address
    • Ship Address
    • Bill Address
    • Entry Date
    • Last Update Date
  • Line Level
    • Line Number
    • Line Code
    • Line ID
    • Base Quantity/Part Quantity
    • Fixture Type
    • Manufacturer ID
    • Catalog Number
    • Unit Quantity
    • Release Quantity
    • Sell Price
  • Specifiers
    • Role
    • Name
    • Address
    • Account

How to Send

  1. Open transaction
  2. Print a customer copy
  3. Save and close
  4. You will get a popup at the bottom right of your task bar saying "Attempting Forecast Send".