Open and Call In Estimates Report (FR200)

Run Open and Call In Estimates Report (FR200) to print a report that identifies all open estimates and call-in estimates. If actual sales figures exist for a contract, the contract does not appear on this report. The report only shows which active contract customers have not reported sales for the cycle dates specified on the form (provided estimates and call-in estimates exist). The report is a tool to help you manage contracts for billing purposes. For example, you can identify missing sales data and initiate collection of the data.

Before you run this report run FR130 (Create Estimates). Running FR130 ensures that the report will include all active customer contracts.

Run FR200 as often as needed before you close accruals.

The report lists last actual sales records by customer, ship to number, contract number, cycle date, and last actual date. In addition, the report shows the customer phone number, contact name, and ship to address. If no actual sales data are found for a cycle, the report lists the store information with no date for the last actual data.