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Relation of Sales quotes to quotes - how

Posted on by 65

Hi there, 

as far as I understand the database, sales-quotes get archived once converted to a a sales-order. 
however, I do not see any direct correlation between sales order and the actual sales quote apart from the timestamp ? (which I haven´t checked)

I can look into archived quotes and see status "order" in there. 
but no mention of what order actually was created. 
I can look at orders, but do not actually see what actual quote led to that specific order ? 

or am I simply missing something ? 

in our former ERP before business central, the underlying order items always carried a unique order-item-ID which was inherited in any other item. so there was a direct correlation from order to invoice to purchase order etc. this made it possible to have a fully transparent chain of document-.events for each item that was ordered. 

how would I do this in BC and is this even possible ? 
thanks in advance

  • LDE Profile Picture
    LDE 65 on at
    RE: Relation of Sales quotes to quotes - how

    Oh I have seen that field, but it keeps staying blank / seems to be inconsistent ? we have hundreds of orders without an actual quote numbe rin that field. so as of today I cannot rely on that field.

    IF thats the core function of establishing a reference, I am happy.

    thank you so much

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,114 Super User 2024 Season 2 on at
    RE: Relation of Sales quotes to quotes - how

    There is a field Quote No. in Sales Header table which will have the Quote No. while converting Quote to Order.

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