The report option is used to list the recorded sectors and customers. The option is located in the Proposal Management Reports menu of the Sales and Distribution module. The report filter options are as follows:
Filter | Value |
---|---|
Listing Method | Sector / Customer / Contact |
Sector Code | Group / Range |
Sector Description | Group / Range |
Customer Code | Group / Range |
Customer Title | Group / Range |
Customer Aux. Code | Group / Range |
Customer Auth. Code | Group / Range |
Customer Category | General / |
Public Institution / Retail Dealer / |
Competitor / |
Wholesale Dealer | |
Contact Name | Group / Range |
Contact Surname | Group / Range |
Contact Auth. Code | Group / Range |
Contact Category | General / Informant / Consultant / Decision - Maker |
City | Group / Range |
Customers Without AR/AP connection | List / Do Not List |