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How to assign report group for line item(s) from manage quote page? - Publish Sandy Articles
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How to assign report group for line item(s) from manage quote page?


This article describes the process of assigning a report groups to one or more line items in manage quote page.

1. Login into COMPAS Go with valid credentials.

2. Create a new quote and add line items or open an existing quote in editing "ON" with one or more line items. 

3. Select the line item to which need to a report group assigned and then click the "Assign Report Group" button as shown below.

4. On doing so, a dialog box pops up as shown above which lists all the report groups created. Option is available to search for required report group.

5. Search for the required report group. Lets assign "Nov11" to the selected line items. On doing so the line items selected for assignment is populated with the report group with a notification.

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