Sage 100

Is there a way in SO_SalesOrderHistoryHeader to determine if an active or completed order originated as a quote? If so, when that happened? Client wants to track quote success rates, which seems like a reasonable request, but I am stumped.

Can you turn on the tracking of cancelled quotes?

Wayne, that won't tell me if an existing order started as a quote right? Also, the quote can be valid for up to 6 months so we don't want to cancel them just see how many turned into live orders.

I would think CRM will do that?

Another thought - couldn't a UDF do that - pass it from Quote to Order to Invoice?

And if you create a script it will populate the UDF automatically

I'll pile on the script/UDF band wagon....

Agreed, @WayneSchulz. We've done something similar to that with a CO UDF (4.40). See attached screen-shot.