The report is used to list the distribution of proposals or contracts by services. 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 | By Customers / By Services |
Activity Type | Proposal / Contract |
Activity Aux. Code | Group / Range |
Activity Date | Start / End |
Customer Code | Group / Range |
Customer Description | Group / Range |
Service Code | Group / Range |
Service Description | Group / Range |
Service Group Code | Group |
Service Aux. Code (1-5) | Group / Range |
Salesperson Code | Group / Range |
Salesperson Description | Group / Range |
Salesperson Aux. Code | Group / Range |
Salesperson Position | Group / Range |
Opportunity Date | Start / End |
Opportunity Number | Group / Range |
Opportunity Description | Group / Range |
Opportunity Aux. Code | Group / Range |
Contract Status | Undelivered / Closed |