How to show connected quote in Order Tracker Columns

Kinetic ERP
1

All,

New here, but have been reading for awhile. Looking for an easy way to show the connected quote in the Order Tracker. I don’t see it as an item from the personalization. Obviously you can find the quote origination from the detail of the order entry, but we would like a way to see the original quote# from the Order Tracker. Any easier way to do this or are we going to need to do a custom report or BAQ?

Thanks in advance.

2

Linked quote information is at the line level. You can turn on QuoteNum and QuoteLine fields in the line list view (personalization)

1 Like