Does anyone have any brilliant ideas on how to report on sales quotes that have never resulted in a sales order? Here's the catch- sales header and sales line table are used for both SOs and Quotes!
Stumped. Feel free to send me some code snippets, and thanks!
Without knowing how your database is set up, this isn't easy.
However, on the Header, is there a field "Document Type" and does this include "Order" and "Quote?"
Also, in your database, does your "Quote" get deleted if it's converted to an "Order?"
Can you add this as a filter for your report? "Document Type","Quote"
This should work:
=NP("difference",NL("filter","Sales Header","No.","Document Type","Quote"),NP("union",NL("filter","Sales Header","No.","Document Type","Order"),NL("filter","Sales Invoice Header","Order No.")))
Array calculations: Create an array of all Sales Quotes and remove all Sales Orders. You then are left with any quotes that don't have a corresponding order. That is high level, if you need help implementing, probably refer back to a partner or Jet consultant.