How to initiate "Quick View Report" in COMPAS Go?


This article provides information to have a quick view of information against each line item based on levels. [Quick View Report]

1. Open a quote with editing "ON" or "OFF" with configurable line items as shown below.

2. Click on the icon as shown below

3. On doing so, the following information is available to the user

4. Actions the user can perform are as follows

#

Action

Description

1

Select line item to view report

2

To select the level of information that is needed in the report

3

Move to the next line item

4

Move to the previous line item

5

Close the report

6

Information on the lead time for the line item

Note : Older quotes with version / price mismatch not supported.



Article ID: 4565
Last updated: 03 Mar, 2021
Revision: 5
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