Quote Status for Follow-up [RPQST] page

Article • 4/27/2026 • 3 min read

Use the Quote Status for Follow-up report to generate lists of only open quotes. This report can be sorted by salesperson, customer/prospect, date quoted, quote due date, date order expected, distributor name, or product class. The purpose of this report is to help salespersons to follow up with customers and prospects regarding existing quotes.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate Quote Status for Follow-up Report

  1. Open the Quote Status for Follow-up (RPQST) page.

    1. Select Sales Management > Sales Reports > Quotes > Quote Status for Follow-up.

    Or

    1. Search for RPQST in the Navigation box and then select Quote Status for Follow-up.

    The Quote Status for Follow-up (RPQST) page appears.

  2. From the Selection field, select the information you want to view.

  3. In the Sort Order area, select how to sort the report.

    The Sort Order field is populated based on the type of report selected in the

    Selection field.

  4. In the Layout area, select the layout in which you want to view the report.

    The Layout field is populated based on the type of report selected in the Selection field.

  5. In the Date Range area, type/select the date range for the report to be generated. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates area.

    The Date On field is populated based on the type of report selected in the Selection field.

    To include the entire time frame, leave the date fields blank.

    In the Fill Dates area, you can select from the predefined date ranges. They are:

    » Custom: Selecting this option enables the From and To fields in the Date Range area.

» Calendar Year: Selecting this option displays the Calendar Year field. You can select any of the predefined calendar year formats from the drop-down list.

» GL Periods: Selecting this option displays the GL Periods field. You can select any of the predefined GL period formats from the drop-down list.

  1. In the Sort Range area, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selection field.

    The available sort ranges are:

    » Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

    1.  Type the item reference in the **From** field.

2.  Click the lookup reference and select the sort item from the Lookup for **From**. Highlight the required sort item and click **Select**.

    » Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

  2. Type the first and last values of the range in the From and To fields.

  3. Click the lookup reference (if available) and select the sort item from the Lookup. Highlight the required sort item and click Select.

    » All: Select this to include all available items.

  4. Specify the Other Variables value to filter the report generation based on Standard Revision, Facility or other variables.

  5. Click Run Report on the Toolbar to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.