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Evo-ERP and DBA Classic >> Suggestions for Updates >> way to track old Quote numbers -link to SO/Invoice
http://www.istechforum.com/YaBB.pl?num=1490712283

Message started by Laura Oliver on 03/28/17 at 07:44:43

Title: way to track old Quote numbers -link to SO/Invoice
Post by Laura Oliver on 03/28/17 at 07:44:43

I wish Quote numbers somehow linked to Sales Orders or Invocies. Maybe there is a way and my guys are overlooking it.

If you only have the Sales Order # how do you trace the job back to the quote number ?

Sometimes we want to be able to look at a quote years later, but most of the time we only have the Sales Order number. It would be great if there was a Quote history tab in IN-A.

thanks
Laura

Title: Re: way to track old Quote numbers -link to SO/Inv
Post by Lynn_Pantic on 03/29/17 at 08:25:33

When you convert a quote to a sales order (SO-P-C) there is an option to pass the quote number to the SO Job Number or Description.

Title: Re: way to track old Quote numbers -link to SO/Inv
Post by Laura Oliver on 03/29/17 at 12:59:16

We use Job# field for our customers job# and we also use the description field for description.

Title: Re: way to track old Quote numbers -link to SO/Inv
Post by David Waldmann on 04/07/17 at 13:34:52

I always wondered what a "Description" was...

Is there any way you could use a SO Note for whatever you're putting in there?

Of course you could use a SO Note to enter the Quote # too, but using the pass through feature eliminates having to manually enter it (as well as remembering to do so).