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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Total number of Sales ...
Small and medium business | Business Central, N...
Answered

Total number of Sales Quotes by month

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Posted on by SammyG 428
Hello,
I'm trying to work out how sales quotes we raise each month but as the quote may become a sales order and then maybe archived it difficult to know which table to source. Any ideas would be welcome.
Thanks.
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 95,331 Super User 2025 Season 2 on at
    Do you mean, you want to get all Sales Quotes, including Sales Quote Archives?
    If that's the case, there isn't one table that contains both data, and you'll have to get the data from both tables.
    Sales Header Archive (5107) and Sales Header (36) (Document Type: Quote)
     
    Thanks.
    ZHU
  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at
    Sales Quotes, Sales Orders, and Sales Invoices are all stored in the same table, Sales Header (Table 36), but each has a different Document Type value. To determine how many open sales orders were converted from quotes, you can filter the sales order list to show only those where the quote number is not blank. The same filtering can be applied to the Sales Header archive for orders that are not open.
  • Suggested answer
    Ramesh Kumar Profile Picture
    Ramesh Kumar 7,527 Super User 2025 Season 2 on at
    You can use the configuration package for Sales Header Archive (5107) and Sales Header (36) Quote to retrieve the data.
     
    If this helped you, please check the box Does this answer your question?
     

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