To report on unconverted bids: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 the following information for each bid:
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.
To report on unconverted bids:
From the Orders > Reports menu, select Unconverted Bids Report.
In the Br/Tr/All field, enter the branch, 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 specify how to handle master order job bids. Specify one of the following:
Exclude to omit master orders. This is the default.
Include to list master orders.
Only to list master orders only.
To further limit the report, use the Select hot key. This opens an Additional Selection Input screen.
See Also: