Opportunity / Quote - Reporting Quoted Profit

Virginia

We only ever sell one item per line, I am sure the data is in the tables
below.

Cheers

Andrew

On 12 July 2010 13:26, Virginia <vjoseph@...> wrote:

>
>
> Hello Andrew: How does your report account for a line that has multiple
> quantities and unit prices?
>
> Thanks,
> Virginia
>
>
> --- In vantage@yahoogroups.com <vantage%40yahoogroups.com>, Andrew
> Marshall <apm545@...> wrote:
> >
> > Hello
> >
> > We had the same issue, I ended up writing a crystal report which used a
> sub
> > report to calculate the cost. The data is in tables quotedtl, quotemtl,
> > quoteopr.
> >
> > Regards
> >
> > Andrew Marshall
> > Premier Hytemp Ltd
> > UK
> >
> > On 6 July 2010 18:45, Virginia <vjoseph@...> wrote:
> >
> > >
> > >
> > > Hello: Version 8.03.408 - We have been looking at how to report quoted
> > > margins for a while and unfortunatley have not been successful at
> accessing
> > > this information. Has anyone been successful at creating a report or
> > > dashboard that displays the quoted profit margin (field is labeled
> Quoted
> > > Profit on the worksheet) for each line in the quote?
> > >
> > > Here is what we are trying to do. The sales department relies heavily
> on
> > > the quote status dashboard to follow-up on open quotes and the sales
> manager
> > > uses it to review the daily quote activity. We modified the dashbord to
> > > include a calculated field for the line value based on
> > > QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now
> want to
> > > add the corresponding quoted profit for the same expected selling
> quantity.
> > >
> > > On the worksheet in Opportunity / Quote Entry, if I use customization
> to
> > > identify the field I want to use, it tells me the field is
> > > QuoteQty.QuotedProfit. However, when I go to the data dictionary, the
> > > QuoteQty table does not contain a QuotedProfit field. Any ideas why it
> does
> > > not exist in the data dictionary?
> > >
> > > We have also been looking at doing a calculated field using the the
> variety
> > > of cost fields that are available in the QuoteAnalysis table. According
> to
> > > help you use the Quote Analysis Export to create analysis files based
> on
> > > quotes. Running the quote analysis export menu option puts information
> from
> > > the quote tables into a single table, QuoteAnalysis, which can then be
> used
> > > for analysis. The problem is that when I run the export for all our
> quotes
> > > (currently only 1,980) I receive an error that says "The maximum size
> of the
> > > input data is 32k. If you need more than that then please use input
> > > TEMP-TABLES". Maybe I should, but I am not sure what means.
> > >
> > > Any help would be greatly appreciated. Since this is a detailed
> problem,
> > > please feel free to contact me directly at 440-543-8157.
> > >
> > > Thanks,
> > > Virginia
> > >
> > > Virginia Joseph
> > > Deep Hole Specialists
> > > 440-543-8157
> > > vjoseph@... <vjoseph%40deephole.com>
>
> > >
> > >
> > >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>


[Non-text portions of this message have been removed]
Hello: Version 8.03.408 - We have been looking at how to report quoted margins for a while and unfortunatley have not been successful at accessing this information. Has anyone been successful at creating a report or dashboard that displays the quoted profit margin (field is labeled Quoted Profit on the worksheet) for each line in the quote?

Here is what we are trying to do. The sales department relies heavily on the quote status dashboard to follow-up on open quotes and the sales manager uses it to review the daily quote activity. We modified the dashbord to include a calculated field for the line value based on QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now want to add the corresponding quoted profit for the same expected selling quantity.

On the worksheet in Opportunity / Quote Entry, if I use customization to identify the field I want to use, it tells me the field is QuoteQty.QuotedProfit. However, when I go to the data dictionary, the QuoteQty table does not contain a QuotedProfit field. Any ideas why it does not exist in the data dictionary?

We have also been looking at doing a calculated field using the the variety of cost fields that are available in the QuoteAnalysis table. According to help you use the Quote Analysis Export to create analysis files based on quotes. Running the quote analysis export menu option puts information from the quote tables into a single table, QuoteAnalysis, which can then be used for analysis. The problem is that when I run the export for all our quotes (currently only 1,980) I receive an error that says "The maximum size of the input data is 32k. If you need more than that then please use input TEMP-TABLES". Maybe I should, but I am not sure what means.

Any help would be greatly appreciated. Since this is a detailed problem, please feel free to contact me directly at 440-543-8157.

Thanks,
Virginia

Virginia Joseph
Deep Hole Specialists
440-543-8157
vjoseph@...
Virginia, our process now is to run the quote analysis export on new quotes and quotes that have closed since the last run. You could create a BAQ to help with this, I use a much more unsophisticated method of "what's the oldest open quote as of last week" and select through it.

Your initial run you'll have to break into 500 or so quotes at a time (depends on how many lines exist per quote).

I've found some minor issues with the quote analysis table....I can't recall now but I believe one of the fields always comes over blank and another is miscalculated. We're on 8.03.405 so these may have been resolved by .408, I would suggest reviewing quite a few for accuracy before relying on it.

The other thing I should note, is that we're only using the quote analysis table for one particular report any more. I've found dumping the actual quote data to Excel and manipulating there allows for faster, more accurate data. Again, 408 may have fixed our issues and would make relying on the quote analysis table more feasible.


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Virginia
Sent: Tuesday, July 06, 2010 11:45 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Opportunity / Quote - Reporting Quoted Profit - Bayesian Filter detected spam



Hello: Version 8.03.408 - We have been looking at how to report quoted margins for a while and unfortunatley have not been successful at accessing this information. Has anyone been successful at creating a report or dashboard that displays the quoted profit margin (field is labeled Quoted Profit on the worksheet) for each line in the quote?

Here is what we are trying to do. The sales department relies heavily on the quote status dashboard to follow-up on open quotes and the sales manager uses it to review the daily quote activity. We modified the dashbord to include a calculated field for the line value based on QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now want to add the corresponding quoted profit for the same expected selling quantity.

On the worksheet in Opportunity / Quote Entry, if I use customization to identify the field I want to use, it tells me the field is QuoteQty.QuotedProfit. However, when I go to the data dictionary, the QuoteQty table does not contain a QuotedProfit field. Any ideas why it does not exist in the data dictionary?

We have also been looking at doing a calculated field using the the variety of cost fields that are available in the QuoteAnalysis table. According to help you use the Quote Analysis Export to create analysis files based on quotes. Running the quote analysis export menu option puts information from the quote tables into a single table, QuoteAnalysis, which can then be used for analysis. The problem is that when I run the export for all our quotes (currently only 1,980) I receive an error that says "The maximum size of the input data is 32k. If you need more than that then please use input TEMP-TABLES". Maybe I should, but I am not sure what means.

Any help would be greatly appreciated. Since this is a detailed problem, please feel free to contact me directly at 440-543-8157.

Thanks,
Virginia

Virginia Joseph
Deep Hole Specialists
440-543-8157
vjoseph@...<mailto:vjoseph%40deephole.com>



[Non-text portions of this message have been removed]
Funny, I just did something like this earlier today. We needed the QuotedProfit to show on an internal quote form that we print. I created a BPM that copies the QuotedMarkup and QuotedProfit fields to the QuoteQty table.



I created a Pre-Process on Quote.Update. Here it is. It is our first day trying it out so use at your own risk. If anyone sees a problem with the coding, please jump in. I’m a Progress beginner.



/*Add source code that should be executed before the designed actions here*/



{&CALL_DESIGNED_ACTIONS}



/*Add source code that should be executed after the designed actions here*/

for each ttQuoteQty where ttQuoteQty.RowMod = 'A' or ttQuoteQty.RowMod = 'U' no-lock:

assign ttQuoteQty.Number01 = ttQuoteQty.QuotedMarkup.

assign ttQuoteQty.Number02 = ttQuoteQty.QuotedProfit.

end.





Regards,

Linda





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Virginia
Sent: Tuesday, July 06, 2010 1:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Opportunity / Quote - Reporting Quoted Profit





Hello: Version 8.03.408 - We have been looking at how to report quoted margins for a while and unfortunatley have not been successful at accessing this information. Has anyone been successful at creating a report or dashboard that displays the quoted profit margin (field is labeled Quoted Profit on the worksheet) for each line in the quote?

Here is what we are trying to do. The sales department relies heavily on the quote status dashboard to follow-up on open quotes and the sales manager uses it to review the daily quote activity. We modified the dashbord to include a calculated field for the line value based on QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now want to add the corresponding quoted profit for the same expected selling quantity.

On the worksheet in Opportunity / Quote Entry, if I use customization to identify the field I want to use, it tells me the field is QuoteQty.QuotedProfit. However, when I go to the data dictionary, the QuoteQty table does not contain a QuotedProfit field. Any ideas why it does not exist in the data dictionary?

We have also been looking at doing a calculated field using the the variety of cost fields that are available in the QuoteAnalysis table. According to help you use the Quote Analysis Export to create analysis files based on quotes. Running the quote analysis export menu option puts information from the quote tables into a single table, QuoteAnalysis, which can then be used for analysis. The problem is that when I run the export for all our quotes (currently only 1,980) I receive an error that says "The maximum size of the input data is 32k. If you need more than that then please use input TEMP-TABLES". Maybe I should, but I am not sure what means.

Any help would be greatly appreciated. Since this is a detailed problem, please feel free to contact me directly at 440-543-8157.

Thanks,
Virginia

Virginia Joseph
Deep Hole Specialists
440-543-8157
vjoseph@... <mailto:vjoseph%40deephole.com>





[Non-text portions of this message have been removed]
Oops! I forgot to put the condition in the previous email:



the ttQuoteQty.QuotedProfit field has been changed from any to any



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Linda Lowney
Sent: Tuesday, July 06, 2010 3:27 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Opportunity / Quote - Reporting Quoted Profit





Funny, I just did something like this earlier today. We needed the QuotedProfit to show on an internal quote form that we print. I created a BPM that copies the QuotedMarkup and QuotedProfit fields to the QuoteQty table.



I created a Pre-Process on Quote.Update. Here it is. It is our first day trying it out so use at your own risk. If anyone sees a problem with the coding, please jump in. I’m a Progress beginner.



/*Add source code that should be executed before the designed actions here*/



{&CALL_DESIGNED_ACTIONS}



/*Add source code that should be executed after the designed actions here*/

for each ttQuoteQty where ttQuoteQty.RowMod = 'A' or ttQuoteQty.RowMod = 'U' no-lock:

assign ttQuoteQty.Number01 = ttQuoteQty.QuotedMarkup.

assign ttQuoteQty.Number02 = ttQuoteQty.QuotedProfit.

end.





Regards,

Linda





From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Virginia
Sent: Tuesday, July 06, 2010 1:45 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Opportunity / Quote - Reporting Quoted Profit





Hello: Version 8.03.408 - We have been looking at how to report quoted margins for a while and unfortunatley have not been successful at accessing this information. Has anyone been successful at creating a report or dashboard that displays the quoted profit margin (field is labeled Quoted Profit on the worksheet) for each line in the quote?

Here is what we are trying to do. The sales department relies heavily on the quote status dashboard to follow-up on open quotes and the sales manager uses it to review the daily quote activity. We modified the dashbord to include a calculated field for the line value based on QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now want to add the corresponding quoted profit for the same expected selling quantity.

On the worksheet in Opportunity / Quote Entry, if I use customization to identify the field I want to use, it tells me the field is QuoteQty.QuotedProfit. However, when I go to the data dictionary, the QuoteQty table does not contain a QuotedProfit field. Any ideas why it does not exist in the data dictionary?

We have also been looking at doing a calculated field using the the variety of cost fields that are available in the QuoteAnalysis table. According to help you use the Quote Analysis Export to create analysis files based on quotes. Running the quote analysis export menu option puts information from the quote tables into a single table, QuoteAnalysis, which can then be used for analysis. The problem is that when I run the export for all our quotes (currently only 1,980) I receive an error that says "The maximum size of the input data is 32k. If you need more than that then please use input TEMP-TABLES". Maybe I should, but I am not sure what means.

Any help would be greatly appreciated. Since this is a detailed problem, please feel free to contact me directly at 440-543-8157.

Thanks,
Virginia

Virginia Joseph
Deep Hole Specialists
440-543-8157
vjoseph@... <mailto:vjoseph%40deephole.com> <mailto:vjoseph%40deephole.com>




[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Thanks Linda, I'll look into that option!

Virginia

--- In vantage@yahoogroups.com, "Linda Lowney" <llowney@...> wrote:
>
> Oops! I forgot to put the condition in the previous email:
>
>
>
> the ttQuoteQty.QuotedProfit field has been changed from any to any
>
>
>
> Regards,
>
> Linda
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Linda Lowney
> Sent: Tuesday, July 06, 2010 3:27 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Opportunity / Quote - Reporting Quoted Profit
>
>
>
>
>
> Funny, I just did something like this earlier today. We needed the QuotedProfit to show on an internal quote form that we print. I created a BPM that copies the QuotedMarkup and QuotedProfit fields to the QuoteQty table.
>
>
>
> I created a Pre-Process on Quote.Update. Here it is. It is our first day trying it out so use at your own risk. If anyone sees a problem with the coding, please jump in. I’m a Progress beginner.
>
>
>
> /*Add source code that should be executed before the designed actions here*/
>
>
>
> {&CALL_DESIGNED_ACTIONS}
>
>
>
> /*Add source code that should be executed after the designed actions here*/
>
> for each ttQuoteQty where ttQuoteQty.RowMod = 'A' or ttQuoteQty.RowMod = 'U' no-lock:
>
> assign ttQuoteQty.Number01 = ttQuoteQty.QuotedMarkup.
>
> assign ttQuoteQty.Number02 = ttQuoteQty.QuotedProfit.
>
> end.
>
>
>
>
>
> Regards,
>
> Linda
>
>
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Virginia
> Sent: Tuesday, July 06, 2010 1:45 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Opportunity / Quote - Reporting Quoted Profit
>
>
>
>
>
> Hello: Version 8.03.408 - We have been looking at how to report quoted margins for a while and unfortunatley have not been successful at accessing this information. Has anyone been successful at creating a report or dashboard that displays the quoted profit margin (field is labeled Quoted Profit on the worksheet) for each line in the quote?
>
> Here is what we are trying to do. The sales department relies heavily on the quote status dashboard to follow-up on open quotes and the sales manager uses it to review the daily quote activity. We modified the dashbord to include a calculated field for the line value based on QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now want to add the corresponding quoted profit for the same expected selling quantity.
>
> On the worksheet in Opportunity / Quote Entry, if I use customization to identify the field I want to use, it tells me the field is QuoteQty.QuotedProfit. However, when I go to the data dictionary, the QuoteQty table does not contain a QuotedProfit field. Any ideas why it does not exist in the data dictionary?
>
> We have also been looking at doing a calculated field using the the variety of cost fields that are available in the QuoteAnalysis table. According to help you use the Quote Analysis Export to create analysis files based on quotes. Running the quote analysis export menu option puts information from the quote tables into a single table, QuoteAnalysis, which can then be used for analysis. The problem is that when I run the export for all our quotes (currently only 1,980) I receive an error that says "The maximum size of the input data is 32k. If you need more than that then please use input TEMP-TABLES". Maybe I should, but I am not sure what means.
>
> Any help would be greatly appreciated. Since this is a detailed problem, please feel free to contact me directly at 440-543-8157.
>
> Thanks,
> Virginia
>
> Virginia Joseph
> Deep Hole Specialists
> 440-543-8157
> vjoseph@... <mailto:vjoseph%40deephole.com> <mailto:vjoseph%40deephole.com>
>
>
>
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Hello

We had the same issue, I ended up writing a crystal report which used a sub
report to calculate the cost. The data is in tables quotedtl, quotemtl,
quoteopr.

Regards

Andrew Marshall
Premier Hytemp Ltd
UK

On 6 July 2010 18:45, Virginia <vjoseph@...> wrote:

>
>
> Hello: Version 8.03.408 - We have been looking at how to report quoted
> margins for a while and unfortunatley have not been successful at accessing
> this information. Has anyone been successful at creating a report or
> dashboard that displays the quoted profit margin (field is labeled Quoted
> Profit on the worksheet) for each line in the quote?
>
> Here is what we are trying to do. The sales department relies heavily on
> the quote status dashboard to follow-up on open quotes and the sales manager
> uses it to review the daily quote activity. We modified the dashbord to
> include a calculated field for the line value based on
> QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now want to
> add the corresponding quoted profit for the same expected selling quantity.
>
> On the worksheet in Opportunity / Quote Entry, if I use customization to
> identify the field I want to use, it tells me the field is
> QuoteQty.QuotedProfit. However, when I go to the data dictionary, the
> QuoteQty table does not contain a QuotedProfit field. Any ideas why it does
> not exist in the data dictionary?
>
> We have also been looking at doing a calculated field using the the variety
> of cost fields that are available in the QuoteAnalysis table. According to
> help you use the Quote Analysis Export to create analysis files based on
> quotes. Running the quote analysis export menu option puts information from
> the quote tables into a single table, QuoteAnalysis, which can then be used
> for analysis. The problem is that when I run the export for all our quotes
> (currently only 1,980) I receive an error that says "The maximum size of the
> input data is 32k. If you need more than that then please use input
> TEMP-TABLES". Maybe I should, but I am not sure what means.
>
> Any help would be greatly appreciated. Since this is a detailed problem,
> please feel free to contact me directly at 440-543-8157.
>
> Thanks,
> Virginia
>
> Virginia Joseph
> Deep Hole Specialists
> 440-543-8157
> vjoseph@... <vjoseph%40deephole.com>
>
>
>


[Non-text portions of this message have been removed]
Hello Andrew: How does your report account for a line that has multiple quantities and unit prices?

Thanks,
Virginia


--- In vantage@yahoogroups.com, Andrew Marshall <apm545@...> wrote:
>
> Hello
>
> We had the same issue, I ended up writing a crystal report which used a sub
> report to calculate the cost. The data is in tables quotedtl, quotemtl,
> quoteopr.
>
> Regards
>
> Andrew Marshall
> Premier Hytemp Ltd
> UK
>
> On 6 July 2010 18:45, Virginia <vjoseph@...> wrote:
>
> >
> >
> > Hello: Version 8.03.408 - We have been looking at how to report quoted
> > margins for a while and unfortunatley have not been successful at accessing
> > this information. Has anyone been successful at creating a report or
> > dashboard that displays the quoted profit margin (field is labeled Quoted
> > Profit on the worksheet) for each line in the quote?
> >
> > Here is what we are trying to do. The sales department relies heavily on
> > the quote status dashboard to follow-up on open quotes and the sales manager
> > uses it to review the daily quote activity. We modified the dashbord to
> > include a calculated field for the line value based on
> > QuoteDtl.SellingExpected and QtyQuoteDtl.ExpUnitPrice and now we now want to
> > add the corresponding quoted profit for the same expected selling quantity.
> >
> > On the worksheet in Opportunity / Quote Entry, if I use customization to
> > identify the field I want to use, it tells me the field is
> > QuoteQty.QuotedProfit. However, when I go to the data dictionary, the
> > QuoteQty table does not contain a QuotedProfit field. Any ideas why it does
> > not exist in the data dictionary?
> >
> > We have also been looking at doing a calculated field using the the variety
> > of cost fields that are available in the QuoteAnalysis table. According to
> > help you use the Quote Analysis Export to create analysis files based on
> > quotes. Running the quote analysis export menu option puts information from
> > the quote tables into a single table, QuoteAnalysis, which can then be used
> > for analysis. The problem is that when I run the export for all our quotes
> > (currently only 1,980) I receive an error that says "The maximum size of the
> > input data is 32k. If you need more than that then please use input
> > TEMP-TABLES". Maybe I should, but I am not sure what means.
> >
> > Any help would be greatly appreciated. Since this is a detailed problem,
> > please feel free to contact me directly at 440-543-8157.
> >
> > Thanks,
> > Virginia
> >
> > Virginia Joseph
> > Deep Hole Specialists
> > 440-543-8157
> > vjoseph@... <vjoseph%40deephole.com>
> >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>