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  • 1.  Sales Order Quote history

    Posted 03-25-2025 14:00

    I have a client that is interested in saving the Sales Order quotes into a different history table.

    We are using the Sales Order options to save quote history and they have Power BI reports to track the quotes entered and their dollar figures.

    The issue is, when they are very busy, the quotes are turned to orders before the Power BI sync can happen and then they don't have a good grasp on what quotes versus orders are being entered.

    Thus wanting the quotes saved into another table before they are turned into an order.

    And I don't know how their Power BI reports are setup so I don't know if they can pull the quote data more frequently, but I've suggested this.

    I checked with Sage and third party enhancements to see if there is something out there that will save the actual quote, as a quote, before turning it into an order.

    No luck.

    Any thoughts?

     

    Thank you

    Debby

     

    UPCOMING OUT OF OFFICE:

    Debby Hanson

    Senior Solution Architect

     

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    phone: 484.874.2221 |

    email: dahanson@rklesolutions.com | website: rklesolutions.com

     

     





  • 2.  RE: Sales Order Quote history

    Posted 03-25-2025 14:13

    I don't know if it helps, but the column PromotedDate will be null where there was no quote first. If that is populated, the order existed (saved) as a quote prior to being promoted to an order. If not populated, then it started as an order. Maybe you can solve by massaging the query from BI. 



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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
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  • 3.  RE: Sales Order Quote history

    Posted 03-25-2025 15:11

    That is helpful! 

    Thanks, Eric!

     

    Thank you

    Debby

     

    UPCOMING OUT OF OFFICE:

    Debby Hanson

    Senior Solution Architect

     

    Logo

    phone: 484.874.2221 |

    email: dahanson@rklesolutions.com | website: rklesolutions.com

     

     




    Original Message


  • 4.  RE: Sales Order Quote history

    Posted 03-25-2025 18:04

    Post-write script on SO Header, filtered to quotes, can write copies of the fields you want to another table (UDT), and promoting the quote later won't affect the UDT data.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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