Estimating: Modifying the Opportunity Quote Form to Include Estimates

A modified version of the Sales Quote (CR604500) report that includes estimates is provided. The following are the modifications made to the report by using MYOB Advanced Report Designer:

  • The CR6045AM.rpx subreport has been added, which contains the details of each line from the Estimates tab of the Sales Quotes (CR304500) form.
  • The total extended price of estimates has been added to the Totals area.

Because most clients modify the standard printable forms to suit their needs, the customized report is not installed so as not to overwrite your modified report. You can choose to make the same or similar changes we made to the printable form to your own report or if you have not made changes yet, install the customized version of the report and subreport and tailor them to your needs.

Report Files

The printable form of the sales quotes consists of the main CR604500.rpx report and the CR6045AM.rpx subreport. The modified version of the main report has the CR6045AM.rpx and can be found in the site/ReportsDefault folder along with the subreport.

You can download the copy of the main report by using the following link: Sales Quote Form.

How to Modify Your Custom Quote Report

You can download the following document for detailed instructions on how to add the estimate details subreport and estimate totals to the main report by using MYOB Advanced Report Designer:Adding a Subreport.

You can modify the SO6411AM.rpx subreport also if desired. The subreport can be opened from the server or opened from the site/ReportsDefault folder.

How to Use the Modified Report

If you have not modified the Sales Quote (CR604500) report and wish to use the modified version as is or as the starting point for your changes, then you can copy the main report to the server or to the site/ReportsCustomized folder and modify the report by using MYOB Advanced Report Designer. You can make the report copy in either of the following ways:

  • Open the CR6045AM.rpx file from the server and rename it to CR604500.rpx; we strongly recommend you save it as a new version.
  • Download the CR604500.rpx file from this topic.