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Hello,

I am attempting to create a GI that will tell me how many quotes have been generated from opportunities and what was the dollar amount of each of those quotes.

When we quote from opportunities, we are often bidding. As such, our first quote isn’t always accepted, but the door is still open if we gain approval to drop the price.

When this happens we generate another quote tied to the opportunity and mark that quote as the primary, so to maintain the full history of the opportunity.

However, on my GI, I only want to count the primary quotes. When I attempt to do this in conditions, I can not filter the CRQuote.IsPrimary data field. So, my GI is essntially totaling the dollar amount of all quotes instead of the primary.

I feel that this is surely possible, so I must be missing something? Any help would be greatly appreciated.

This is the quotes tab under the opportunity
This is my GI. Skips orginal quote nbr. Sums total under most recent quote nbr.

 

The reason your GI wont work is the IsPrimary does not exist in the Database.

The Opportunity record contains the link to the Primary Quote 

So if you do an Inner join to the opportunity table from the CR Quote table using this field then you should only get Quotes that are the primary quotes

@dcomerford Perfect Answer! Thank You!

I must be doing something wrong because this is not working for me: I have created the Inner Join on my report however, no matter what I do I am still getting all the quotes for each opportunity. What I am able to do is to add the Quote.IsPrimary field to my Results grid and then filter off the column once I “View Inquiry” on my report. If I select the PrimaryQuoteID field from the Opportunity Table to check for data, that field is completely empty. What Build does this solution work for? Could it be the build that my client is on currently? 

Acumatica 2022%20R2
Build 22.215.0056 Customization: AvalaraOpportunityTaxHotfix,SalesQuoteEntityUsageHotFix,MFMandatoryFields,usrSORequestedOnDateMod,VA0001V22205.23.0804.1],MarathonFitnessi22.215.0056].v1.9.9.63]

Any help would be greatly appreciated. 

 

I doubt it has anything to do with the build. Can you share the report and i can have a look at it.

Thank you so much for taking a look at my GI Report. I do have a customized Table that I wrote for security so if you need to remove that it is okay. If you are interested in how my security program works I am happy to show you. 

Your not joining the Opportunity to the Quote correctly you need to use the PrimaryQuoteID. See attached GI i had to remove your table from it

I see now….Yes, thank you so much. 

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