Vantage - Quote > Order BAQ

Yahoo Archive
1
There is also a field on the quotehed called 'ordered'. This gets ticked
whenever any of the lines from the quote are ordered.

On Mon, Feb 21, 2011 at 7:59 AM, nustepvantage <dpfiester@...> wrote:

>
>
> In Vantage 406A, when an order is created from a quote both the quote
> number and the quote line are recorded in the OrderDtl table of the sales
> order. So I would link the quotenum and quoteline fields in quotedtl and
> orderdtl. I would also do an outer join in the BAQ.
>
> David
>
>
> --- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
> >
> > I am trying to write a BAQ/Dashboard that will show all quotes.
> >
> > If the quote has been won, I want it to show the order number which is
> linked to
> > the quote.
> >
> > If a customer places an order we always create the order from the quote
> so I
> > would imagine there is a field which links the two.
> >
> > Does anyone know which field it is?
> >
> > Thanks.
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>


[Non-text portions of this message have been removed]
2
I am trying to write a BAQ/Dashboard that will show all quotes.
Â
If the quote has been won, I want it to show the order number which is linked to
the quote.
Â
If a customer places an order we always create the order from the quote so I
would imagine there is a field which links the two.
Â
Does anyone know which field it is?
Â
Thanks.




[Non-text portions of this message have been removed]
3
Hi Chris,

The simplest way to achieve this would be an outer join and add order detail table to quote head and establish the relationship as company-company ,quotenum-quotenum and then display order number off orderdtl.ordernum.

I havent tried it myself but am aware that order detail has a field called quotenum.
Hopefully this will work.

Regards

Aman

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> I am trying to write a BAQ/Dashboard that will show all quotes.
> Â
> If the quote has been won, I want it to show the order number which is linked to
> the quote.
> Â
> If a customer places an order we always create the order from the quote so I
> would imagine there is a field which links the two.
> Â
> Does anyone know which field it is?
> Â
> Thanks.
>
>
>
>
> [Non-text portions of this message have been removed]
>
4
In Vantage 406A, when an order is created from a quote both the quote number and the quote line are recorded in the OrderDtl table of the sales order. So I would link the quotenum and quoteline fields in quotedtl and orderdtl. I would also do an outer join in the BAQ.

David


--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> I am trying to write a BAQ/Dashboard that will show all quotes.
> Â
> If the quote has been won, I want it to show the order number which is linked to
> the quote.
> Â
> If a customer places an order we always create the order from the quote so I
> would imagine there is a field which links the two.
> Â
> Does anyone know which field it is?
> Â
> Thanks.
>
>
>
>
> [Non-text portions of this message have been removed]
>