How to Search for Sales Quote Number

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Posted on by DinB

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How can we search for specific Quote Number once it is converted to Sales Order or Invoice? Archiving for Sales Quote is not Turned on. The Quote Number could be in Sales Order, Sales Invoice or Posted Sales Invoice etc. Is there way to search quickly without searching each list separately?

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Dynamics 365 Business Central

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YUN ZHU 92,443 Super User 2025 Season 2 on at

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RE: How to Search for Sales Quote Number

Hi, as you know, using the Personalize function to display Quote No. on the list page, and then you can filter this value.

If you want to search multiple tables at the same time, please refer to the following features. You need to prepend the tables and fields you want to query.

https://yzhums.com/30639/

Hope this helps.

Thanks.

ZHU

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