This article provides descriptions for the fields available in the Customizable Quote Listing Report. For more information about how to build this report, click here. Note: these fields are also applicable to any quote report that has the "Customize" option available. For a full list of reports, click here.
- Field Name- the name of the field
- Group- whether the field can be grouped
- Split- whether the field can be split using the "Adjust Values" checkbox
- Total- whether the field can be totaled
- Field Descriptions- the description of the field
A column with an "N" represents "No", whereas a column with a "Y" represents "Yes."
| Field Name | Group | Split | Total | Field Description |
| ***** Row Break ***** | N | N | N | Inserts a row break between fields on the report |
| Active | Y | Y | N | Job active or inactive |
| Approved Project Percentage | N | N | Y | Percentage of parts specified that have been approved |
| Architect | Y | Y | N | Architect(s) working on the project |
| Attachment Category | Y | Y | N | Attachment category(s) on the quote |
| Attachment Category Count | N | Y | N | Attachment counts by category on the quote |
| Attachment Color | Y | Y | N | Attachment color(s) on the quote |
| Attachment Color Count | N | Y | N | Attachment counts by color on the quote |
| Attachment Count | N | N | Y | Attachment count on the quote |
| Attachment Customer | Y | Y | N | Attachment customer(s) on the quote |
| Attachment Customer Count | N | Y | N | Attachment counts by customer on the quote |
| Attachment Manufacturer | Y | Y | N | Attachment manufacturer(s) on the quote |
| Attachment Mfg Count | N | Y | N | Attachment counts by mfg on the quote |
| Attachment Type Count | N | Y | N | Attachment counts by type on the quote |
| Base | N | N | Y | Total for the base column on the quote |
| Bid Date | N | Y | N | The date the quote is being bid on |
| Bid Date and Time | N | Y | N | The date and time the quote is being bid on |
| Bid Name | Y | Y | N | The name of the bid |
| Bid Time | N | Y | N | The time the quote is being bid on |
| BidBoard | Y | Y | N | Is the quote on the bid board? |
| BidMonth | Y | Y | N | Bid date - Year/Month |
| BidYear | Y | Y | N | Year of the bid date |
| Competition | Y | Y | N | Competition who won the job |
| Completion Date | N | Y | N | Date the project is slated for completion (estimate) |
| Contractor | Y | Y | N | Contractor(s) working on the project |
| Contractor Assigned To | Y | Y | N | Assigned person to the contractor of the job on quote |
| Cost | N | N | Y | Total price from the factory in factory currency |
| Count | N | N | Y | Quote count |
| Create Date | N | Y | N | Date quote created |
| Create User | Y | Y | N | User ID of the person who created the quote |
| CSR | Y | Y | N | CSR for the quote |
| Customer Assigned Commission | N | N | Y | Based on customer assignment: Commission for the sell price |
| Customer Assigned Commission Percentage | N | N | Y | Based on customer assignment: Percentage of commission for the sell price |
| Customer Assigned Earnings | N | N | Y | Based on customer assignment: Commission + Overage + Profit |
| Customer Assigned Gross Profit Percentage | N | N | Y | Based on customer assignment: Percentage of total earnings for the sell price |
| Customer Assigned Overage | N | N | Y | Based on customer assignment: Overage for the sell price |
| Customer Assigned OverageSplit | N | N | Y | Based on customer assignment: Rep take of the overage on the order |
| Customer Assigned Price | N | N | Y | Based on customer assignment: Sell price column value |
| Customer Assigned Profit | N | N | Y | Based on customer assignment: Profit for the sell price |
| Customer Assigned To | Y | Y | N | Assigned Salesmen of the customer(s) |
| Customer Assigned To (User Only) | Y | Y | N | Assigned Salesmen of the customer(s) of the job |
| Customer Assigned To on Transaction | Y | Y | N | Assigned Salesmen for the customer(s) on the job |
| Customer Contact | Y | Y | N | Customer contact(s) of the job |
| Customer Contact Email | Y | Y | N | Email addresses of customer contact(s) of the job |
| Customer Contact Phone | Y | Y | N | Phone number of customer contact(s) of the job |
| Customer Display ID | Y | Y | N | Customer ID (List) |
| Customer Invoiced | N | N | Y | Amount invoiced of customer orders |
| Customer Name | Y | Y | N | Customer Name (List) |
| Customer Notes | Y | Y | N | Notes specific to a Customer in a project. |
| Customer Revision Count | Y | Y | N | Number of prints per customer on a quote. |
| Customer Win/Loss Status | Y | Y | N | Customer's win or loss status |
| Customer ZIP Code | Y | Y | N | Customer ZIP Code (List) |
| Customers Committed | Y | Y | N | Customers Committed to Win on Quote |
| Days to Release | N | N | N | Days between the original bid date and the release date - as an average. |
| DBID | Y | Y | N | OASIS Database ID |
| Direct Customers | Y | Y | N | Direct customer(s) of the job |
| Electrical Contractor Awarded | Y | Y | N | Electrical contractor awarded the job - displays name |
| Electrical Contractor Awarded Y/N | Y | Y | N | Electrical contractor chosen on the job |
| Engineer | Y | Y | N | Engineer(s) working on the project |
| Expiration Date | N | Y | N | Date the quote expires |
| External Notes | Y | Y | N | External Notes from the project. |
| External Project Number | Y | Y | N | Place to denote the external website's identifier for this job |
| File Code | Y | Y | N | Manually entered code indicating where closed file is stored |
| Filed On | N | Y | N | Date the file code was entered. Presumably when the job was filed. |
| First Attachment Date | N | Y | N | The create date of the first attachment on the quote |
| Followed By | Y | Y | N | Sales person(s) following the project |
| FollowUp Assignment Notes | Y | Y | N | Project customer followup assignments. |
| FollowUp Notes | Y | Y | N | Notes added for tracking the progress of the project. |
| General Contractor Awarded | Y | Y | N | General contractor awarded the job - displays name |
| General Contractor Awarded Y/N | Y | Y | N | General contractor chosen on the job |
| Gross Profit Percentage of all orders | N | N | Y | Percentage of total earnings for the sell price |
| Indirect Customer Assigned To | Y | Y | N | Assigned Salesmen of the indirect customer(s) of the job |
| Indirect Customers | Y | Y | N | Indirect customer(s) of the job |
| Invoiced % | N | N | Y | Percentage of material value invoiced |
| Largest Attachment Size | N | N | Y | Largest attachment size on the quote (in bytes) |
| Last Attachment Date | N | Y | N | The create date of the last attachment on the quote |
| Level 1 | N | N | Y | Customer sell price - Level 1 |
| Level 1 Commission | N | N | Y | Commission for the sell price - Level 1 |
| Level 1 Commission Percentage | N | N | Y | Percentage of commission for the sell price - Level 1 |
| Level 1 Earnings | N | N | Y | Commission + OverageSplit + Profit at Level 1 |
| Level 1 Gross Profit Percentage | N | N | Y | Percentage of total earnings for the sell price - Level 1 |
| Level 1 Net Price | N | N | Y | Lower price between Obase and Level 1 |
| Level 1 OverageSplit | N | N | Y | Rep take of the overage on the order - Level 1 |
| Level 1 Sell Overage | N | N | Y | Overage for the sell price - Level 1 |
| Level 1 Sell Profit | N | N | Y | Profit for the sell price - Level 1 |
| Level 2 | N | N | Y | Customer sell price - Level 2 |
| Level 2 Commission | N | N | Y | Commission for the sell price - Level 2 |
| Level 2 Commission Percentage | N | N | Y | Percentage of commission for the sell price - Level 2 |
| Level 2 Earnings | N | N | Y | Commission + OverageSplit + Profit at Level 2 |
| Level 2 Gross Profit Percentage | N | N | Y | Percentage of total earnings for the sell price - Level 2 |
| Level 2 Net Price | N | N | Y | Lower price between Obase and Level 2 |
| Level 2 OverageSplit | N | N | Y | Rep take of the overage on the order - Level 2 |
| Level 2 Sell Overage | N | N | Y | Overage for the sell price - Level 2 |
| Level 2 Sell Profit | N | N | Y | Profit for the sell price - Level 2 |
| Level 3 | N | N | Y | Customer sell price - Level 3 |
| Level 3 Commission | N | N | Y | Commission for the sell price - Level 3 |
| Level 3 Commission Percentage | N | N | Y | Percentage of commission for the sell price - Level 3 |
| Level 3 Earnings | N | N | Y | Commission + OverageSplit + Profit at Level 3 |
| Level 3 Gross Profit Percentage | N | N | Y | Percentage of total earnings for the sell price - Level 3 |
| Level 3 Net Price | N | N | Y | Lower price between Obase and Level 3 |
| Level 3 OverageSplit | N | N | Y | Rep take of the overage on the order - Level 3 |
| Level 3 Sell Overage | N | N | Y | Overage for the sell price - Level 3 |
| Level 3 Sell Profit | N | N | Y | Profit for the sell price - Level 3 |
| Line Count | N | Y | N | Number of line items on the quote |
| Location City | Y | Y | N | City where project is located |
| Location State | Y | Y | N | State/province where project is located |
| Locked By | Y | Y | N | User who clicked on the "Locked" check box preventing nonadmin users from viewing or changing the project. |
| LossCount | N | N | Y | Lost Quote count |
| Lot Price Order | Y | Y | N | Check box denoting that billing should be handled as a lot total and not show the customer individual unit prices. |
| Low Distributor Name | Y | Y | N | Low distributor working on the project |
| Low Distributor Y/N | Y | Y | N | Low distributor chosen for the project |
| Manufacturer (list) | Y | Y | N | Manufacturer or brand |
| Manufacturer And Sell | N | N | N | Manufacturer and its sell value on the quote |
| Manufacturer ID (list) | Y | Y | N | Manufacturer or brand - ID |
| Manufacturer Quote | Y | Y | N | Manufacturer quote values on the quote |
| Mfg Product Type | Y | Y | N | Product Type on the Manufacturer |
| MfgPartNumber | Y | Y | N | Manufacturer's Part Number |
| OBase | N | N | Y | Total for the Obase column on the quote |
| Original Bid Date | N | Y | N | The original (first) date the quote is being bid on |
| Owner | Y | Y | N | Business or person who owns the job site |
| Parent Customer (list) | Y | Y | N | List of Parent Customers |
| Parent Manufacturer (list) | Y | Y | N | Manufacturer or brand |
| PartNumber | Y | Y | N | Catalog Number |
| Phase ID | N | N | N | Behind the scenes ID for the phase in OASIS |
| Phase Name | Y | Y | N | Phase name of the quote |
| PO Commission | N | N | Y | Commission of all orders |
| PO Earnings | N | N | Y | Earnings of all orders |
| PO Entry Date | N | Y | N | Date the order(s) from this quote were entered. |
| PO Numbers | Y | Y | N | PO Number of all orders |
| PO Overage | N | N | Y | Overage of all orders |
| PO OverageSplit | N | N | Y | Overage split of all orders |
| PO Paid | N | N | Y | Amount paid of all orders |
| PO Profit | N | N | Y | Profit of all orders |
| PO Received | N | N | Y | Amount received of all orders |
| PO Sell | N | N | Y | Sell value of all orders |
| Project | Y | Y | N | Name of the related project |
| Project ID | N | N | N | Behind the scenes ID for the Project in OASIS |
| Project Name | Y | Y | N | Name of the related project including phase name |
| Project Overview Notes | Y | Y | N | Notes from Overview tab of Project |
| Quote ID | Y | Y | N | Behind the scenes ID for the Quote in OASIS |
| Quote Internal Notes | Y | Y | N | Notes added to the project for internal use only |
| Quote Locked | Y | Y | N | Checkbox that adjusts the settings of the quote preventing other nonadmin users from opening or viewing the quote |
| Quote Notes | N | Y | N | Notes from the external notes tab on the quote |
| Quote Number | Y | Y | N | Number assigned to the quote in OASIS |
| Quote Type | Y | Y | N | Denotes the type of quote |
| Quote Win/Loss | Y | Y | N | The Won or Lost Status of a Quote |
| Quote Year | Y | Y | N | Year the quote was created |
| QuoteBacklog | N | N | Y | Winning sell price less orders - otherwise the sell column |
| Quoted Customers | Y | Y | N | Customer(s) of the job |
| Quoter | Y | Y | N | Quoter for the project (orginator of pricing) |
| QuoteURIs | Y | Y | Y | Quote URIs |
| Rank | Y | Y | N | User set field denoting priority or importance of the quote to the company |
| Remarks | N | Y | N | Remarks manually entered on the quote Notes tab |
| Representative | Y | Y | N | Representative(s) of the job |
| Representative Splits | Y | Y | N | Representative splits on the general tab |
| Request for Approval Date | N | Y | N | Request for Approval Date |
| Resell Company | Y | Y | N | Resell Company ID |
| Sales Account | Y | Y | N | Sales account on the project |
| Sales Account(List) | N | Y | N | Sales account on the project (including %) |
| Sell | N | N | Y | Sell price column value |
| Sell Commission | N | N | Y | Commission for the sell price |
| Sell Commission Percentage | N | N | Y | Percentage of commission for the sell price |
| Sell Earnings | N | N | Y | Commission + OverageSplit + Profit |
| Sell Gross Profit Percentage | N | N | Y | Percentage of total earnings for the sell price |
| Sell Net | N | N | Y | Net for the sell price |
| Sell Overage | N | N | Y | Overage for the sell price |
| Sell OverageSplit | N | N | Y | Rep take of the overage on the order |
| Sell Profit | N | N | Y | Profit for the sell price |
| Sell TerritoryCommission | N | N | Y | TerritoryCommission for the sell price |
| Sell TerritoryEarnings | N | N | Y | Earnings for the sell price - territory take |
| Sell TerritoryNet | N | N | Y | Net for the sell price - territory take |
| Sell TerritoryOverageSplit | N | N | Y | Rep take of the Territory overage on the order |
| Shipped % | N | N | Y | Percentage of material shipped |
| Specification Registration | Y | Y | N | Is this project a specification to be registered with the manufacturer's for split agency credit? |
| Specification Status | Y | Y | N | Specification status |
| Specified Project | Y | Y | N | Were items represented by this company specified on the project |
| Specified Project Percentage | N | N | Y | Percentage of total parts on quote that were specified on the job |
| Specifier Assigned To | Y | Y | N | Assigned person to the specifier(s) of the job |
| Specifier Influence Total | N | Y | Y | Influence total for all specifiers on the quote |
| Specifier Role | Y | Y | N | Specifier role list not including direct and indirect customer |
| Specifier Role(All) | Y | Y | N | Specifier role list including direct and indirect customer |
| Specifier_Agency | Y | Y | N | Agency list |
| Specifier_Architect | Y | Y | N | Architect list |
| Specifier_Contractor | Y | Y | N | Contractor list |
| Specifier_Designer | Y | Y | N | Designer list |
| Specifier_Distributor | Y | Y | N | Distributor list |
| Specifier_End Customer | Y | Y | N | End Customer list |
| Specifier_Engineer | Y | Y | N | Engineer list |
| Specifier_Lightfair 07 | Y | Y | N | Lightfair 07 list |
| Specifier_Manufacturer | Y | Y | N | Manufacturer list |
| Specifier_Owner | Y | Y | N | Owner list |
| Specifier_Pros-DIST | Y | Y | N | Pros-DIST list |
| Specifier_Pros-MFR | Y | Y | N | Pros-MFR list |
| Specifier_Pros-SA | Y | Y | N | Pros-SA list |
| Specifier_Pros-UKT | Y | Y | N | Pros-UKT list |
| Specifier_UKT | Y | Y | N | UKT list |
| Specifier_Vendor | Y | Y | N | Vendor list |
| Specifiers | Y | Y | N | Specifier list not including direct and indirect customer |
| Specifiers With Assigned To | Y | Y | N | Specifier list (including contact name) not including direct and indirect customer |
| Specifiers(All) | Y | Y | N | Specifier list including direct and indirect customer |
| Specifiers(All) With Assigned To | Y | Y | N | Specifier list (including contact name) including direct and indirect customer |
| Square Footage | N | N | Y | User entered Square Footage for the job |
| Start Date | N | Y | N | Date user estimates the job will begin |
| Status | Y | Y | N | Quote status |
| Total Attachments Size | N | N | Y | Total size of all attachments on the quote (in bytes) |
| Update Date | N | Y | N | Last date the project was updated |
| Update User | Y | Y | N | Last user to update the project |
| Valuation | N | N | Y | User estimated value of the job |
| Valuation Controls | N | N | Y | User estimated controls value of the job |
| Valuation Lighting | N | N | Y | User estimated lighting value of the job |
| Vendor Invoiced | N | N | Y | Amount invoiced of vendor orders |
| Vertical Controls (PSF) | N | N | Y | User estimated vertical controls price (per square foot) |
| Vertical Lighting (PSF) | N | N | Y | User estimated vertical lighting price (per square foot) |
| Vertical Market | Y | Y | N | User set field denoting the vertical market of the quote to the company |
| WinCount | N | N | Y | Winning Quote count |
| Winning Competitor | Y | Y | N | Who won the project - us or our competitors? |
| Winning Customer | Y | Y | N | Customer who is purchasing the job |
| Winning Customer Contact | Y | Y | N | Contact of the customer who is purchasing the job |
| Winning Customer ID | Y | Y | N | Customer who is purchasing the job - ID |
| Winning Indirect Customer | Y | Y | N | Winning Indirect Customer on the job |
| Workgroup | Y | Y | N | Workgroup the transaction is assigned to |
Comments
0 comments
Please sign in to leave a comment.