Additional filters for the quotes form are useful when reviewing quotes that have been emailed or not as well as sales orders created from them.
Step-by-step guide
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Sound SQL skills are required to perform this task |
Attached is a script that can be used to create the filters by saving down and running the script or follow the steps below to manually add the required code.
- Sales > Quoting > Quote Entry
- Load the search window and select the Filter icon -
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- Type in relevant Name and Description and the following text for required filters
- Emailed - QO_Main.InvoiceID IN (SELECT DISTINCT InvoiceID FROM QO_EmailLog)
- Not Emailed - QO_Main.InvoiceID NOT IN (SELECT DISTINCT InvoiceID FROM QO_EmailLog)
- Sales Order Created - QO_Main.InvoiceID IN (SELECT COALESCE(InvoiceID, '') FROM QO_History WHERE InvoiceHistoryID IN (SELECT DISTINCT COALESCE(SourceQuoteHistoryID, '') FROM SO_Main))
- Sales Order Not created - QO_Main.InvoiceID NOT IN (SELECT COALESCE(InvoiceID, '') FROM QO_History WHERE InvoiceHistoryID IN (SELECT DISTINCT COALESCE(SourceQuoteHistoryID, '') FROM SO_Main))
- Save changes
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