The Pipeline Quotes-Detail view provides detailed information on Quotes entered for Prospects and/or Customers which make up the sales pipeline. This view was designed to assist you in managing all outstanding quotes with pertinent search criteria, including Projected Close Date.

• This view is based on the new fields on the 'Misc' folder in OE30 for Quotes entered for Prospects and Customers.

• The information is based on the Projected Close Date, Probability % and the actual value of the Quote.

• The view is sorted by the fiscal period associated with the Projected Close Date.

• Subtotals for the Total Outstanding Order Value are displayed for each Close Date Fiscal Period and Close Date Fiscal Year.

• A grand total displays for all Close Date Fiscal Years.

Note: If you run this report and find that there is an absence of data, the most likely cause is one of following options:

• Data was not entered in Enter Orders/Quotes(OE30)/Misc for the Projected Close Date and/or Probability %-Order for Quotes fields.
• Data was not entered in Enter Orders/Quotes(OE30)/General for the Campaign Code and/or Trade Show Code fields.
• Data was not entered in the Customer Master(SU13) in the Sales Stage field for the Customer/Prospect.

The following fields are available on the Pipeline Quotes-Detail view and are based on the order in which they appear in the search results grid page:

• Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.

• Close Date Fiscal Year - displays the Fiscal year associated with the date entered in the 'Projected Close Date' field on the quote.

• Close Date Fiscal Period - displays the Fiscal year and month associated with the date entered in the 'Projected Close Date' field on the quote.

• Customer Code - displays the Customer Code entered for the quote.

• Customer Name - displays the Customer/Prospect name associated with the Customer Code.

• Account Type - displays the type of account that is reported for the row. This field displays one of the following:
  • C - Customer
  • P - Prospect

• Sales Order Number - displays the Sales Order number assigned to the quote.

• Order Date - displays the order date associated with the quote.

• Sales Stage - displays the Sales Stage assigned to the customer/prospect.

• Projected Close Date - displays the Projected Close Date entered in OE30/Misc for Quotes.

• Probability %-Orders - displays the value entered in the Probability %-Orders field in OE30/Misc for the quote.

• Total Outstanding Order Value - displays the Total Outstanding Value for the quote.

• Campaign Code - displays the Campaign Code assigned to the quote in OE30, if applicable.

• Trade Show Code - displays the Trade Show Code assigned to the quote in OE30, if applicable.

For information on the functionality of each button on the Pipeline Quotes-Detail Search Criteria Results/Grid page, click here.