Skip to main content

Hi All,

I am wanting to have a Sales Generic Enquiry of the total sum of Opportunity/Quotes converted to Orders by CreatedByID to show which employee have done the action to convert to order? 

 

 

I am not sure if the logged in user who initiates this Convert action ( different to the Quote owner, or the Creator of the quote)  is recorded, and we can use this field?

The Creator of the new converted Sales order is a proxy of who clicked this button when this Convert to Sales Order Action is implemented on the opportunity quote however it picks up Sales orders created directly. 

I created a GI and looked in both the opportunity, Quote and Sales Order Tables but didn't see a convert field we could use? 

Or if anyone else know how to report who converted a CR304500 quote to a Sales Order?

Hi @Karl Brooks 

You can find the User that "Converts to Order" by joining with the CRRelation (Tab RELATION of the Sales Order) connecting the OpportunityID, QuoteNbr fields.

Now the User creates the Sales Order is the User that "Converts to Order"

 

Best Regards,

NNT

Hi All

I implemented the GI as NMT suggested using following Relations

CROpportunity.NoteID to CRRelation.RefNoteID and then joined CRRelation.TargetNoteID to SOOrder.NoteID.

 

 

Added the appropriate fields and CreatedByID of the SOOrder in the Results Grid.

I then put a Pivot table on the GI to show my totals per month for each Creator of the SO ( Converted)

 

Its Working well, thanks for the suggestion NMT. 

Reply


Terms & ConditionsCookie settings