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Sales Order Quotation - standard report for Lines

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Posted on by Daniel DiLoreto

Is anyone aware of a standard form/report to show a listing of Sales Order Quotation Lines? This would be similar to: Sales and marking > Sales orders > Open orders > Open sales order lines. All I can find are totals for the quotation.

Thanks.

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Mohit Rampal 12,565 Moderator on at

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Hi Daniel, I tried finding form or report from back end for open sales quotations but could not find it. I doubt standard has such form or report, if it exists then we could find it in Sales and Marketing module. There is only 'Open quotations' form but its display quotations not quotation lines.

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JamesT 341 on at

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Hi Daniel,

Have you considered using export of sales quotation lines V2 data entity?

Regards

James

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Daniel DiLoreto 43 on at

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Hi James, thanks for the suggestion and I did look at the data entity Sales Quotation Lines V2. It would work for mass static data pulls, but not for end-users. It is a stepping stone and right direction.

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Daniel DiLoreto 43 on at

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Hi Mohit, thanks for looking and I agree there is not a standard form or report. Seems strange there's not an quotation line equivalent of Open sales order lines.

I Did find this work around from standard Sales and marketing -> inquiries and reports ->Sales order reports:

Open sales order lines by customer

Sales orders per customer

On the records to include you add table join to Sales order. Then include the field quotation. If you choose the criteria as !"" (aka is not blank) the standard report pulls in Sales Orders that came from a quotation. This doesn't solve my immediate need, but is useful to analyze status of Sales Orders converted from Quotations.

Screen shot example:

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