Forecasting Rep Send

What Data is Sent:

Quote

• Header
  • Rep DBID and ID
  • Quote ID
  • Last Update Date
  • Project Name
  • Location City
  • Location State
  • Bid Date
  • Status
• Line Level
  • Quantity
  • Catalog Number
  • Line Code
  • Line # and ID
  • Fixture Type
  • Manufacturer ID
  • Unit/Part Quantity
• Specifier Level
  • Customer
  • Specifier Role
  • Customer/Specifier Name
  • Customer/Specifier Address
  • Customer/Specifier Account

Order

• Header
  • Rep DBID and ID
  • Quote ID
  • POID
  • MFG Quote Number
  • Project Name
  • Location City
  • Location State
  • PO Number
  • Sold Address
  • Ship Address
  • Bill Address
  • Entry Date
  • Last Update Date
• Line Level
  • Line Number
  • Line Code
  • Line ID
  • Base Quantity/Part Quantity
  • Fixture Type
  • Manufacturer ID
  • Catalog Number
  • Unit Quantity
  • Release Quantity
  • Sell Price
• Specifiers
  • Role
  • Name
  • Address
  • Account

How to Send

1. Open transaction
2. Print a customer copy
3. Save and close
4. You will get a popup at the bottom right of your task bar saying "Attempting Forecast Send".