BAQ showing Quote WON field, what field is this?

Kinetic ERP
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I know I am asking a lot of questions lately and thanks for all feedback.

We are likely to leave quotes in the WON state prior to converting to Sales Orders due to a few factors. This not my question, I want to run a BAQ on all Quotes in the WON state that are not converted to Sales Orders. I know you are all going to be curious why we will leave Quotes in this state so here are the main reasons;

  1. We often win a quote well in advance of when we will be able to start to manufacture anything. We make wayfinding signage and are often parts of large construction bid packages. This means the building hasn’t even broken ground when we win the quote. We could be in this stage for 1-2 years.
  2. We will use CPQ pretty intensively for the majority of our products. Once a quote is converted to a Sales Order we lose the ability to tweak the line item CPQ or Quote Line level Engineering to better match what will actually be made vs. an early guestimate quote. This is important for follow on work that will need to match the original.
  3. Engineering can better review these while still a Quote to adjust Quote Line Engineering before a Sales Order is created (keep in mind with CPQ the line items are esentially part on the fly), once a Sales Order is created we don’t have the ability to adjust the MoM until we have a Job and for us that feels too late.

OK Enough justifying and on to the actual question. Our Engineers will need to work through a queue of Quotes in the Won but not Converted state. I see the “WON” tag at the top of the Quotes, but where is there a field I can use for that data? Anyone else have some nice criteria for me to filter a BAQ to show quotes in this state?
We have add a UD column for a Quote Status that will be manually maintained. This could also be used, but looking for something a little more baked in so Quotes that are Won and Not Converted don’t get lost.

Thanks in advance.

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That’s a great question. I’ve used ReasonType = W to find them but I"m not sure if that’s the way our system is configured or if that’s always the case.

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Looks like it’s tied to the Task.Conclusion column.

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I am going to concur on the Reason Type field. I have records with it equal to L which show Lost and those with W which show as Won.

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Not wanting to overcomplicate things, but if you have help desk /CRM you could have a case tied to the quote and you could use Cases to manage your quotes. Case management also has a type for ECO if you ever need to swap to that changing the MOM method (pardon the pun)

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I want to hear more about this. We do have CRM, but not heard of help desk. I love the idea of the Case to drive the quote updates, but would need to process map it a bit.

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@ToryD I always call it by its service name. I mean Case Management. The think I like about cases is that you can link to to many things, not just quotes, other cases, projects, parts, RMAs etc as well as having the different Case types (as mentioned earlier)

I think it’s a pretty underutilized part of the system, and interested to have other peoples opinion on it.

EDIT
The correct menu is Case Entry

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