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Evo-ERP and DBA Classic >> Sales >> Customer not available in Quotes or Estimates
http://www.istechforum.com/YaBB.pl?num=1240926897

Message started by David Waldmann on 04/28/09 at 06:54:57

Title: Customer not available in Quotes or Estimates
Post by David Waldmann on 04/28/09 at 06:54:57

I can't be sure it ever was, but it for sure isn't now. I've tried directly entering the code as well as looking up by Code and Name. It's not in the lookup. This is an actual customer, not a Contact only. Any idea why it is not in the list? It is available on SOs.

Thanks,

Title: Re: Customer not available in Quotes or Estimates
Post by Lynn_Pantic on 04/30/09 at 07:36:42

You have your Default set to use the Contact Manager for Quotes and Estimates and this customer has not been entered into the CM file. CM-K can be used to update the CM file with new customers that have been entered directly to the Customer file.

Title: Re: Customer not available in Quotes or Estimates
Post by David Waldmann on 04/30/09 at 10:49:24

Oh, so you are making a choice of EITHER Customer OR Contact? I was assuming it meant you could ALSO use Contact...

Thanks,

Title: Re: Customer not available in Quotes or Estimates
Post by Laura Oliver on 02/15/17 at 06:31:25

CM-K works for us in EVO, but not DBA. Has this been fixed on updates?
Sorry, we are way behind on updates.

We had a situation where the customer could be called up in Quotes, but not Estimates. We tried to run CM-K in DBA and got the error notice to use EVO. After using CM-K in EVO we can now call the customer up in Estimates.
Laura

Title: Re: Customer not available in Quotes or Estimates
Post by Laura Oliver on 03/15/21 at 16:18:28

We can't create a quote for new customers in DBA. We can create the quote in evo after doing cm-k. We can see the quote in dba.
Is there any plan to fix this?
Thanks,
Laura

Title: Re: Customer not available in Quotes or Estimates
Post by Lynn_Pantic on 03/15/21 at 16:39:01

You must have the default set to use Contact Manager for Quotes and Evo and DBA have different Contact Manager files. You can't mix them. Contact Manager, Estimates and Notes are the three places Evo uses different data from DBA.

Title: Re: Customer not available in Quotes or Estimates
Post by Laura Oliver on 06/14/21 at 09:02:16

What is the default we are supposed to change to accomplish this?
Our default in DBA's SD-Q are set as follows:
contact master for quotes ....Y
Allow CM-A to make customer ...Y
Allow CM-A to access AR-A

tseyfarth wrote:

Hello all.
I am trying to use SO-P-A to create a new quote for an existing customer. There is a list of "contacts" that come up but not a complete list of customers. I tried to enter the Customer ID and it wants to create a new *contact*. That info is present, but since this is a new conversion from an OLD DBA, maybe there is something else that has to be done?
Any ideas would be appreciated! Cannot do business if we cannot quote....
Thanks,
Tim

Lynn_Pantic wrote:

There is a default setting that controls whether quotes use the customer or contact manager file. You need to change it.

Title: Re: Customer not available in Quotes or Estimates
Post by Lynn_Pantic on 06/14/21 at 15:18:55

If you are using Contact Manager for quotes you need to run CM-K to copy customers into the CM file.