Job and Sales Quote Lost Status and Conversion Of Quotes and Revisions

Job and Sales Quote Lost Status and Conversion Of Quotes and Revisions

The information below explains the process and fields that are updated when a revision is made as well as when a Quote is converted.

This will assist you when creating reporting on Quote Conversions.

 

Question:

What happens when I create a Quote Revision?

Answer:

A copy of the original quote is made with a suffix of '#01' appended to the Order Number. (eg: JOB400790#01). Subsequent revisions will be coded as #02, #03 etc..

The field QUOTEREVISIONSTATUS is changed to 'Current' for the new revision and the previous Quote is changed to 'Non Current' (There can only be one 'Current' revision per Quote)

The field QUOTEPARENTNUMBER field will be updated with the original Quote Number for all revisions (eg: JOB400790)

The field QUOTEREVISIONDATE of the new revision will be updated to todays date

The field QUOTEREVISIONNO of the new revision will be updated with the revision number on its own eg: 1,2,3 etc..

A 'Non Current' Quote can be manually altered to become 'Current' by selecting (single mouse click) the 'Non Current' Quote from the List grid and pressing the 'Set Current' button. This process will also set the previous 'Current' quote to 'Non Current'

 

Question:

What happens when I convert a Quote?

Answer:

Firstly you can convert any Quote irrespective of whether it is 'Current' or 'Non Current'

The Quote you are converting will have its QUOTEREVISIONSTATUS changed to 'Current' and its 'ORDERSTATUS changed to 'Open'

All 'Non Current' quotes will have their 'ORDERSTATUS changed to 'Lost' NB: The QUOTELOSTREASON field will NOT be updated. (This is how you can determine whether a Quote has been truely 'Lost' or simply flagged as 'Lost' because of copies made or converting of Quotes. True 'Lost' Quotes will have a reason in this field)

 

If the Job / Sales rule to turned on to make a copy of the Quote at conversion, then a new Order will be created with a suffix of '@' (eg: JOB400790@01 and an ORDERSTATUS of 'Lost' with no reason code in the QUOTELOSTREASON field)

 

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