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Sorting detail lines in report designer for Sales Quote

  • 4 November 2020
  • 2 replies
  • 234 views

Is there a way to sort the detail lines of a sales quote in report designer, by the ‘Sort Order’ found in document details of the Sales Quote GI?

This field, ‘Sort Order’, does not appear in the corresponding table in the report designer.

Hi @suemackeown13 

Are you referring to Sales quote on Customer management module i.e., CR304500?

If so, here is where the Sort order is stored

  • CRQuote will have the header part of the quote
  • CRopportunityProducts will have the lines of the CRQuote created for an opportunity
  • The ‘SortOrder’ column exists on CRopportunityProducts table
  • You can link CRopportunityProducts table with CRQuote using the QuoteID column.

Hope this helps,

Regards,

Refresh All on the Schema Builder enabled me to find the sort order field in the  CRopportunityProducts table.

Thank you Vijay

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