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bbutler1
Level 3

View Quotes that have been converted to Sales Orders

Hello,

 

I can run a quick custom transaction report to view all the quotes YTD. 

 

Is there any easy way to identify which quotes were converted to sales orders? 

 

Thanks,

B

 

Solved
Best answer December 28, 2020

Best Answers
GlinetteC
Moderator

View Quotes that have been converted to Sales Orders

Hello, B. I'm here to help share some information about your converted sales orders concerns.

 

We're unable to identify which Quotes/Estimates have been converted to Sales Orders unless we have an identifier on it. Let's say, Q-001 convert to sales order is SO- 001. That way, when we run a report, you can locate the converted sales order immediately.

 

Need help running other reports? You can check our articles for guides and details how

 

You can tag me directly if you have any other report concerns. I'll be right here to keep helping.

View solution in original post

1 Comment 1
GlinetteC
Moderator

View Quotes that have been converted to Sales Orders

Hello, B. I'm here to help share some information about your converted sales orders concerns.

 

We're unable to identify which Quotes/Estimates have been converted to Sales Orders unless we have an identifier on it. Let's say, Q-001 convert to sales order is SO- 001. That way, when we run a report, you can locate the converted sales order immediately.

 

Need help running other reports? You can check our articles for guides and details how

 

You can tag me directly if you have any other report concerns. I'll be right here to keep helping.

View solution in original post

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