ISTech Support Forum - way to track old Quote numbers -link to SO/Invoice

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ISTech Support Forum › Evo-ERP and DBA Classic › Suggestions for Updates

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way to track old Quote numbers -link to SO/Invoice (Read 1279 times)

Laura D. Oliver

Active Member

Posts: 985
Gender: female

way to track old Quote numbers -link to SO/Invoice
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

Laura D. Oliver
classic DBA since 1997
EVO on Amazon server as of 5-2022
DIXIE PRECISION INC.
Birmingham, Alabama
(205)- 841-8400

www.dixieprecision.com

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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: way to track old Quote numbers -link to SO/Inv Reply #1 - 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.
Back to top	Lynn Pantic IS Tech Support lynn@istechsupport.com IP Logged

Laura D. Oliver Active Member Posts: 985 Gender:	Re: way to track old Quote numbers -link to SO/Inv Reply #2 - 03/29/17 at 12:59:16 We use Job# field for our customers job# and we also use the description field for description.
Back to top	Laura D. Oliver classic DBA since 1997 EVO on Amazon server as of 5-2022 DIXIE PRECISION INC. Birmingham, Alabama (205)- 841-8400 www.dixieprecision.com IP Logged

David Waldmann Active Member Live to work, or work to live? Posts: 1919 Gender:	Re: way to track old Quote numbers -link to SO/Inv Reply #3 - 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).
Back to top	David N Waldmann President Vermont Hardwoods Chester, VT Evo-ERP, 5 user IST Build: 3/4/19, patched 04/30/19 Pervasive v11.31 Server 2012 / Win10 x64 Crystal Reports v11 IP Logged

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ISTech Support Forum › Evo-ERP and DBA Classic › Suggestions for Updates

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