Quantum VS Help: File Maintenance

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Field

Definition

Account

Enter the Account number of the Customer you are generating prices/terms for.

If you don't know the Customer Account Code you may enter it automatically using the Finder. To do this:

• place your cursor in the From/To field;

• click [F3] to make Customers active in the Finder;

• in the Finder, locate the customer you wish to add (see Finding Customers); then

• double-click on the customer line in the Finder to add the Customer Account Code.

The field to the right enables you to enter a Customer Site Number (e.g. 001, 002, 003 etc.). Use this option to generate a report for a specific customer site for the selected account.

Sequence

Click the appropriate button in order to sequence the report results in Product,  Section Order or Product Group order.

From / To

Product / Section Order / Product Group

By default, the report will include customer prices for all products (in the Sequence selected above).

To limit the report to a selected Product, Section Order or Product Group range (*), enter the first and/or last item in the range in the available fields.

* This is also subject to the option selected in the Options menu below.

If you are using the Sequence 'Product' and don't know the Product Code you may enter it automatically using the Finder. To do this:

• place your cursor in the From/To field;

• click [F3] to make Products active in the Finder;

• in the Finder, locate the product you wish to add (see Finding Products); then

• double-click on the product line in the Finder to add the Product Code.

Options

Define the product/stock range to be included by using the drop-down menu to select from the following options:

• All Products in Range (1) - default option

• Core Stock Only (2)

• Core + Optional (3)

• Stock Rank A (4)

• Stock Rank B (5)

• Stock Rank C (6)

• Obsolete Stock (7)

• Stock Rank A + B (8)

• Stock Rank A + B + C (9)

• Flagged By Code 1 (10)

Analysis Code

If 'Flagged By Code 1' was selected in the Options menu (i.e. option 10 above):

Enter the corresponding Analysis Code - a numeric in the range 0 - 9999 - in this field.

Forward Price Date

To include Forward Prices (i.e. prices to be applied on a date in the future) in the report, check this field and enter the 'Forward Price From' date (i.e. the date from which Forward Prices are to be included) in the field to the right.

If this option is selected, today's date is entered by default, but you may select an alternative date using the menu to the right.

Web Enabled Products Only

Check this field if you wish to report on 'web enabled' products only.

Exclude Special Products

Special products are excluded from the Customer Price List report by default (i.e. this field is checked). Uncheck this field to include Special Prices.

Stocked Products Only

Check this field if you wish to report on stocked products only.

Heading Page Title

You may enter up to two lines of text to be used as a report header, if required.

Output To

Click to select whether to output the report as a PDF or CSV file.

Printer

To output the report to a printer, select this option and enter the printer address in the field to the right.

Fax

To output the report to fax, select this option and enter the fax address in the field to the right.

Email

To output the report to email, select this option and enter the email address in the field to the right.

Disk

To output the report to disk, select this option.