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Microsoft Dynamics NAV (Archived)

Sorting a list of Quotes

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Hello and thank you in advance for your help.  I am trying to figure out a way to sort my quotes list so that I can actually view the list in some meaningful way.  The drop down list of available sorting options does not provide any options that allow me to easily find the quotes I am looking for and I wind up having to go through the list line by line until I find the quote I need.  I would like to be able to sort the list by document date or customer name.  I do not see any way to add these options to the drop down list, which includes random sort options that creates a list in random order.

I can sort by quote number, but since my company keeps changing the numbering system, I can no longer easily find the quotes I need.

If I use the advanced filter, I can look up a specific date, but I would like to view the quotes in the date they were entered.  I can also look up a specific customer name, but cannot sort the names in alphabetical order.

How do I add new sorting keys to the drop down list? I am using NAV2009.

Thanks.

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  • Verified answer
    Aleksandar Totovic Profile Picture
    16,765 on at
    RE: Sorting a list of Quotes

    In NAV2009, you can sort Sales Quotes by default as following:

    -Document Type,No.

    -No.,Document Type

    -Document Type,Sell-to Customer No.,No.

    -Document Type,Combine Shipments,Bill-to Customer No.,Currency Code

    -Sell-to Customer No.,External Document No.

    -Document Type,Sell-to Contact No.

    -Bill-to Contact No.

    If you want some another way, you have to add new Key.

    Unfortunately, you can sorting by all columns, only in NAV2013R2.

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