Tender Summary/Detail Report : Windward Software Customer Care

Topic overview

The Tender Summary / Detail Report allows you to provide a date range and quickly obtain the total amounts of money received (tendered) of each type during that range. The report also shows the details of the individual tenders within the period if required.

The Tender Summary / Detail Report can be run either for all departments or an individual department and tenders made in foreign currencies are separated out into their own totals.

Access

To access the Tender Summary / Detail Report window shown in Figure 1, use the following navigator menu path:

Reports> Tender Summary/Detail Report

Figure 1: The Navigator Menu

The Toolbar

Figure 2: The Tender Summary / Detail Report toolbar

Item	Description
[View]	The [View] button displays the report on the View Tab. Clicking [View] will force a refresh from the database, while checking & unchecking show details (as well as printing) will use cached information from the last database access.
[Print]	The [Print] button prints the generated report.
[Exit]	The [Exit] button closes the Tender Summary / Detail Report window.
[Help]	The [Help] button launches this help file.

Table 1: Tender Summary / Detail Report Toolbar Items

Options

Figure 3: The Tender Summary / Detail Report Options

Item	Description
Dates	The Start and End Date shown in the figure below allows you to input the Date to include in the Report. Start Date: The date to begin the calculation of the report. End Date: The date to end the calculation of the report.
Department	Select Department to include in the report. Value is set to 'current dept' making it useful for departmentalized security. Note: Only visible in Departmental installations of System Five
Show Tender Details	Tick this checkbox to show the details of the individual tenders within the date range specified. Report without Tender Details Report with Tender Details Highlights in red indicate invalid payments and/or inaccurate customers. Highlights in yellow indicate that the tender information does not match the payment or invoice.