Filters for quotes - emailed or not and sales order created or not

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

SQL skills are required

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.

  1. Sales > Quoting > Quote Entry

  2. Load the search window and select the Filter icon - 

  3. Type in relevant Name and Description and the following text for required filters

    1. Emailed - QO_Main.InvoiceID IN (SELECT DISTINCT InvoiceID FROM QO_EmailLog)

    2. Not Emailed - QO_Main.InvoiceID NOT IN (SELECT DISTINCT InvoiceID FROM QO_EmailLog)

    3. Sales Order Created - QO_Main.InvoiceID IN (SELECT COALESCE(InvoiceID, '') FROM QO_History WHERE InvoiceHistoryID IN (SELECT DISTINCT COALESCE(SourceQuoteHistoryID, '') FROM SO_Main))

    4. 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))

  4. Save changes

 

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