Our lead time

This list analyzes our ability to respond to our customer's inquiries. Here the inquiry date entered on the quote is compared to the printout date, that is, the date of when the quote is printed or e-mailed to customer is compared with the date when the quote's status is set to 2 – Printed. This list answers the question "How quickly do we respond the inquiries from our customers?".

Customer's lead time

This analyzes the customer's ability to place an order within the period of validity of the quotes. This list answers the question "Do our customers order within the quote's period of validity?". The list compares the order date for customer orders created based on quote with the quote's valid through date.

Total

This list displays a total of our and the customer's work with quotes.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.