Relation of Sales quotes to quotes - how

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Posted on by LDE

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

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LDE 65 on at

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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
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Mohana Yadav 59,139 Super User 2024 Season 2 on at

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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.