Run the Unconverted Bids Report to list sales order bids that have not been converted into sales orders. The report lists all selected bids, except those that had any line items converted into orders. Use this report to identify old bids that you may want to delete.
You can include or exclude master job bids from the report. These master job bids, which always have an order status of Bid, let you track large projects. Exclude these when looking for ordinary bids. Another report option lets you list only the master job bids.
The report includes columns listing each bid's:
Price branch and Order ID number.
Date bid entered and the date bid expired.
Customer name.
Bid amount and any sales tax. Grand totals for these two columns also display.
From the Orders > Reports menu, select Unconverted Bids Report.
Note: If prompted, log on to the character-based system. This feature is not available in a Solar Eclipse interface.
In the Br/Tr/All field, press F10 and specify which or all branches or territories to report on.
In the Start Date and End Date fields, press F10 and specify a calendar date range.
In the Master Job Bids field, press F10 and indicate whether to include master order job bids
To further limit the report, use the Select hot key. This opens an Additional Selection Input screen.
See Also: