Estimating: Modifying the Sales Quote to Include Estimates

The modified version of the Quote (SO641000) report that includes estimates is provided. The following are the modifications made to the report by using MYOB Acumatica Report Designer:

• The SO6411AM.rpx subreport has been added, which contains the details of each line from the Estimates tab of the Sales Orders (SO301000) form.
• The total extended price of the 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 (which the report provides) to your own form 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 for quotes consists of the main SO641000.rpx report and the SO6411AM.rpx subreport. The modified version of the main report has the SO641000AM.rpx name and can be found in the site/ReportsDefault folder along with the subreport.

You can download the main report and subreport by using the following links:

• Quote Form Main Report
• Quote Form Subreport

How to Modify a 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 Acumatica Report Designer: Adding a Subreport.

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

How to Use the Modified Report

If you have not modified the Quote (SO641000) 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 the site/ReportsCustomized folder. You can modify the report by using MYOB Acumatica Report Designer in one of the following ways:

• If you have access to the server file system, you copy the SO6410AM.rpx file from the site/ReportsDefault folder to the site/ReportsCustomized and rename it to SO641000.rpx.
• If you do not have access to the server file system, you do either of the following:
  • Open the SO6410AM.rpx file from the server and save it to the server as SO641000.rpx; we strongly recommend you save it as a new version.
  • Download the SO64100AM.rpx file from this topic.

Report Sample

You can download the following sample of the printable form: Sample Sales Quote with Estimate lines.