sales quotation discounts report YTD

1. Identify data (Sales Quotation pages)

1. Open Sales Quotations page (often named Sales Quotations or Sales Quotation in the Sales menu).​

2. From a quotation, use the Lines / Sales Quotation/Order Lines tab (IEE name: page Sales Quotation/Order Lines ) to confirm which fields hold:

   • Customer, Salesman/Sales Rep, Quotation Date.

   • Line discount %, discount amount, net price.​

2. Ask IT to build a reporting view

On the database/Reporting side (done by IT):

1. Use the views behind Sales Quotations and Sales Quotation/Order Lines (can be seen via “Show Details/System Info” on those pages) to build a reporting view that joins header + lines.​

2. In that view, add calculated fields:

   • Discount Amount = List Amount − Net Amount.

   • Year, Week, Month, Quarter from quotation date.

   • Sales Rep, Customer, Quotation No, Line No, Part, Qty, Net Amount.​

3. Create a Quick Report on the view

1. Navigate to Solution Manager > Business Reporting & Analysis > Ad‑hoc Reporting > Quick Reports (page name: Quick Reports / Manage Quick Reports).​

2. Click New to create a Quick Report:

   • Report Title: “YTD Quotation Discounts by Sales Rep & Customer”.

   • Type: Query Builder or SQL Statement (depending on policy).

   • Presentation Object / Data Source: your new quotation‑discount view.

4. Define parameters and layout

1. On the Quick Report detail page, add parameters:

   • From Date, To Date (default to current year).

   • Optional: Sales Rep, Customer.​

2. Design the output to:

   • Group by Sales Rep → Customer → Period (Month/Quarter).

   • Show summary per group (sum quotation amount, sum discount, average discount %).

   • Show detail per quotation (Quotation No, Line, Part, Qty, Discount).​

5. Run and distribute

1. Use View Report from the Quick Report page to test and export to Excel/PDF as needed.​

2. Optionally, use Schedule Report on the same Quick Report page to email weekly/monthly snapshots to sales management.​