How can we close a quote as lost, and give a reason why it was lost?
We need to be able to track what quotes we are winig or losing, and the reasons why.
Solved
Marking quotes as lost, and adding the reason why
Best answer by xkylewrightx
What I would do is use the existing order statuses to denote whether the quote was won or not.
Create an order with order type QT (automation behavior Quote).
If the quote is won, use ‘Copy Order’ to upgrade the quote to a SO or IN
This will automatically place the QT order in status ‘complete’ which you can regard as ‘won’.
If the quote is lost, simply use the ‘Cancel Order’ action which will place the status as ‘cancelled’ and you can regard this status as ‘lost’. This process also allows you to use ‘Days to Keep’ under the order type in order to automatically mark quotes as lost after a certain time period.
Then you can easily run reports on the number of completed vs cancelled QT orders.
As for the reason they are lost, there is no out of the box field so you would either have to use the record notes, a user defined field, or some other more sophisticated customization to add this information to the order.
1 person likes this
+19Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
Hi
Since there is no out of the box option to enter the ‘Reason’ for lost and also the status ‘Lost’, you can make use of ‘User defined fields’.
Add two fields on ScreenId=CR304500 ( Opportunity linked Sales quote on CRM module ), one for updating the status ‘lost’ and other for reason.
Hope this helps.
Regards,
VijayKumarU
What I would do is use the existing order statuses to denote whether the quote was won or not.
Create an order with order type QT (automation behavior Quote).
If the quote is won, use ‘Copy Order’ to upgrade the quote to a SO or IN
This will automatically place the QT order in status ‘complete’ which you can regard as ‘won’.
If the quote is lost, simply use the ‘Cancel Order’ action which will place the status as ‘cancelled’ and you can regard this status as ‘lost’. This process also allows you to use ‘Days to Keep’ under the order type in order to automatically mark quotes as lost after a certain time period.
Then you can easily run reports on the number of completed vs cancelled QT orders.
As for the reason they are lost, there is no out of the box field so you would either have to use the record notes, a user defined field, or some other more sophisticated customization to add this information to the order.
Kyle Wright CSW, Inc. | www.cswgraphics.com
vkumar wrote:
Hi
Since there is no out of the box option to enter the ‘Reason’ for lost and also the status ‘Lost’, you can make use of ‘User defined fields’.
Add two fields on ScreenId=CR304500 ( Opportunity linked Sales quote on CRM module ), one for updating the status ‘lost’ and other for reason.
Hope this helps.
Regards,
Thanks this helps.
How would you make these fields pop up as an option though after you have clicked cancel order?
xkylewrightx wrote:
What I would do is use the existing order statuses to denote whether the quote was won or not.
Create an order with order type QT (automation behavior Quote).
If the quote is won, use ‘Copy Order’ to upgrade the quote to a SO or IN
This will automatically place the QT order in status ‘complete’ which you can regard as ‘won’.
If the quote is lost, simply use the ‘Cancel Order’ action which will place the status as ‘cancelled’ and you can regard this status as ‘lost’. This process also allows you to use ‘Days to Keep’ under the order type in order to automatically mark quotes as lost after a certain time period.
Then you can easily run reports on the number of completed vs cancelled QT orders.
As for the reason they are lost, there is no out of the box field so you would either have to use the record notes, a user defined field, or some other more sophisticated customization to add this information to the order.
Yes but no.
I want to record the resaon why it had to be cancelled / lost.
Price? Availability? Etc
+10Possibly the easiest and best option without customization is to create a few Problem Code then in Quote Order Type add those problem codes as valid values and then in your Quote select the desired problem code to interpret the reason Quote lost and you can report on it easily
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
aaghaei wrote:
Possibly the easiest and best option without customization is to create a few Problem Code then in Quote Order Type add those problem codes as valid values and then in your Quote select the desired problem code to interpret the reason Quote lost and you can report on it easily
Thanks!!!
Could you please give this in more detail?
Not that we are using this for the SO301000 Sales ORder page, order type QT Quote
+10Sorry, I thought you are asking about Service Order Quotes
Hi
- For the Reason Lost I would probably recommend creating an Combo attribute (Configuration > Attributes (CS205000)) to list the options that can be selected. You could use a text field but for consistency in reporting, it make to use a drop-down
- Next add the Attribute using the Sales Orders Screen > Customisation > Manage User-Defined Fields. At this stage it probably makes sense to hide the Field for the other Order Types
Edit User Defined Fields You should now be able to fill out the reason for closure.
NB. To improve this flow I would probably recommend that could also use a workflow customisation to set it to Won, if the order is Copied / Completed as
Also, you could add more generic terms such as ‘Price’ or ‘Better Solution’ to track why you Won or Lost the deals. It is always handy to know why you won after all
NickSavageMady wrote:
Hi
- For the Reason Lost I would probably recommend creating an Combo attribute (Configuration > Attributes (CS205000)) to list the options that can be selected. You could use a text field but for consistency in reporting, it make to use a drop-down
- Next add the Attribute using the Sales Orders Screen > Customisation > Manage User-Defined Fields. At this stage it probably makes sense to hide the Field for the other Order Types
Edit User Defined Fields You should now be able to fill out the reason for closure.
NB. To improve this flow I would probably recommend that could also use a workflow customisation to set it to Won, if the order is Copied / Completed as
Also, you could add more generic terms such as ‘Price’ or ‘Better Solution’ to track why you Won or Lost the deals. It is always handy to know why you won after all
wow wow wow wow wow!!!!
Thank you so much!!!!!
This has made my day :) What an epic way to implement it!
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