Customizable Quote Listing Report - Field Descriptions

Have more questions? Submit a request

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
Alias Y N N Prior and alternative names for a project
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
Last FollowUp Date Y N N The date of the last follow up
Last FollowUp Note Y N N The last follow up note
Last Submittal Date N N N The date of the last submittal
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 

Articles in this section

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.