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

Owned by Beth Blok (Unlicensed)
Last updated: May 15, 2017
1 min read

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