Hi,
There are 2 lines in quote. Quote status is win. I only able to convert Quote Line 1 to SO. The line 2 i hit this error: The Current/Last Milestone Task for this quote is not winnable. Cannot create order.
Please help me. Thanks
Hi Shantanu,
We do not use Tasks but needed to set them up in system back in E9 to get the quote entry to work. We have a single default task that gets assigned to everything, per below. Do you use tasks? Do you perhaps have something interesting clicked in the yellow highlighted area below? Want to take a screenshot of your task / detail tab and show what it looks like on quote and what your general task setup looks like?
Nancy
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We don’t use Tasks either, but I see there is a box on your screenshot “Create Order”
Does that need to be checked? Or is that something that direct E10 to automatically create an order upon completeion?
The user who’s creating the order needs to be a Authorized User for the sales person assigned on the quote. In this case looks like there is two, so may need to be on both or just the one marked Primary. We don’t typically have more than one salesperson.
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Hi Calvin,
Need to click in Quote Entry screen > Action > Create Sales Order. System will generate Sales Order.
I have just had a user reporting that his quote is LOST and he cannot make a sales order from it. I asked if he recalled any processing that might’ve had impact. Nope.
Anyway, further hunting shows that if the user makes a sales order from the quote and then consequently deletes the associated sales order, the quote goes to LOST status automatically. I do not see anyway to get the quote status reset to allow more processing on it, short of making a copy and proceeding with new quote number.
I thought this note might help others so am posting it. If anyone knows how to reset LOST status, chime in.
Thanks,
Nancy
To un-lose (find?) a LOST quote, from Quote Entry choose Actions > Quote > Reopen Quote.
I was afraid of that. There’s a lot of features with Quotes that I don’t completely understand how they interact. There’s Territories, Workforce Authorized Users, and Tasks (if you also have CRM) that can all come in to play. There is a setting in Company Configuration > Sales Module called “Prevent Changes” that might be important.
But, your screenshot shows Close Quote as available. That implies the quote is still open. In our quotes, any quote that shows as WON or LOST is always Complete, and that means it is Closed, I think. We have only 1 task in our Sales Task Set, and when we mark that task Complete, we have to choose either Win or Lose. Your setup must be different.
Hello,
It looks like the fields called “ReasonType” and “ReasonCode” in the table “QuoteHed” control this.
If they were to be set to ‘’ (empty) then it should be possible to be able to use the quote again.
I would assume an Updateable BAQ could do that.
Just throwing that out there since I was trying to puzzle this out myself.
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Thanks Shawn!
I never did figure out a way and I guess the users stopped changing quotes into orders unless they really wanted the order. I’m going to try and test this out with a uBAQ.
Nancy
Sorry, Looks like I had a fluke with this yesterday.
I tried to recreate it and it will not let me create another sales order.
I will keep at it though because this does come up enough to be irritating in my company.
Hey, I narrowed it down to what worked for me!
I created a UBAQ for the table ‘Task’
I added these display fields:
- Company
- RelatedToFile
- Key1
- Key2
- Key3
- TaskSeqNum
- Complete (Mark as Updateable)
- CompleteDate (Mark as Updateable)
- Conclusion (Mark as Updateable)
- ReasonCode (Mark as Updateable)
The 4 above I said to mark Updateable are done on the ‘Update’ tab.
I also made sure that both ‘Allow New Record’ and ‘Allow Multiple Row Update’ were turned off.
Because this is a test of concept, I didn’t add the TaskQuoteNum field in the Display Fields. If you plan on making this a dashboard, you should add it so you can search by it.
I then added a table criteria of TaskQuoteNum to equal the quote I was testing so I didn’t have to search for it. Leave this out if you are creating a dashboard.
On the ‘Analyze’ tab, I clicked the ‘Get List’ button.
I then double-clicked one of the fields I wanted to change which brought up all the updateable fields at once.
This is what I set them to:
- Complete = Unchecked
- Complete (Date) = (I deleted the date completely)
- Conclusion = NEXT
- ReasonCode = (I deleted whatever was in this field)
I hit the ‘OK’ button.
Then I went and tried the quote again and it let me create another sales order!
Please test on your side and let me know if this worked for you also!
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Thanks for sharing this Shawn!
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Very helpful!! Let me live another day 
Thanks for the extra effort.
If I actually figure out something useful, I try my best to document and post here for future reference. Otherwise the question will pop up again and I will have to dredge my memory for it, lol.
Glad it was helpful!
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