The report option is used to list the sales opportunity history. 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 |
|---|---|
Transaction Date | Start / End |
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 |
Opportunity Status | Opportunity / Analyzing / Proposal / Contract / Cancel / In Force / Completed |
Customer Code | Group / Range |
Customer Description | Group / Range |