Link a Quote to a Sales Order

Yahoo Archive
1
Ah yes, forgot about that one. I'm traveling so sorry about the
delay. Yes - Get from quote does create a new sales order.
Instead, try the pull-down 'NEW' icon on your toolbar, and try NEW-
LINE FROM QUOTE.

Rich J

--- In vantage@yahoogroups.com, "maryitw" <maryitw@...> wrote:
>
> Hi Rich,
>
> Thanks for your reply. I followed these directions: Created a
new
> sales order using the same customer number as the quote, but
Vantage
> creates a new sales order). Actions - Get Opportunity Quote
seems
> to create an entirely new order, regardless of the fact
> that i just created one. Am I doing something wrong?
>
> Mary
>
> --- In vantage@yahoogroups.com, "ermc_v" <rjohnson@> wrote:
> >
> > You must first create a blank (or open an existing) sales order,
> > assign a customer and save the record. Then go:
> >
> > Actions - Get Opportunity Quote
> >
> > Note that you can not grab information from a different customer
> >
> > Rich J
> > ERMC
> >
> > --- In vantage@yahoogroups.com, "maryitw" <maryitw@> wrote:
> > >
> > > Hi,
> > >
> > > Does anyone know how to link a sales order to a quote AFTER
the
> > > sales order has been created?
> > >
> > > Standard procedure is to create a quote first, then create a
> sales
> > > order from that quote. At times, I have to enter a sales
order
> > > FIRST without a quote. Is there a way to go back and link the
> > > quote to that order?
> > >
> > > Some of the data needed is in the Quote and some in the Sales
> > > Order. I need a way to establish a link between the two.
> > >
> > > I have written a BAQ, but the quote detail and order detail
data
> > is
> > > blank for all records not created in the conventional method
> > (Sales
> > > Order - Actions - Get Opportunity Quote).
> > >
> > > We're running Vantage 8.00.810C
> > >
> > > Thanks.
> > >
> > > Mary B
> > > ITW Ransburg
> > > 419-470-2125
> > >
> >
>
2
Hi,

Does anyone know how to link a sales order to a quote AFTER the
sales order has been created?

Standard procedure is to create a quote first, then create a sales
order from that quote. At times, I have to enter a sales order
FIRST without a quote. Is there a way to go back and link the
quote to that order?

Some of the data needed is in the Quote and some in the Sales
Order. I need a way to establish a link between the two.

I have written a BAQ, but the quote detail and order detail data is
blank for all records not created in the conventional method (Sales
Order - Actions - Get Opportunity Quote).

We're running Vantage 8.00.810C

Thanks.

Mary B
ITW Ransburg
419-470-2125
3
I may be wrong, but I do not think there is a way :( We have the same
situations and we try to always set up the quote first, or if we can't,
set up a blank quote and update it later. If we can't do that or forget
to, or don't know a quote will be needed, sometime we delete the SO line
and re-create it from the quote to link the 2. if it's too much later
and the job has already shipped then we manually close the quote and use
the memos. I wish there was an easier way to make the link after the
fact.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of maryitw
Sent: Monday, April 02, 2007 3:25 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Link a Quote to a Sales Order

Hi,

Does anyone know how to link a sales order to a quote AFTER the
sales order has been created?

Standard procedure is to create a quote first, then create a sales
order from that quote. At times, I have to enter a sales order
FIRST without a quote. Is there a way to go back and link the
quote to that order?

Some of the data needed is in the Quote and some in the Sales
Order. I need a way to establish a link between the two.

I have written a BAQ, but the quote detail and order detail data is
blank for all records not created in the conventional method (Sales
Order - Actions - Get Opportunity Quote).

We're running Vantage 8.00.810C

Thanks.

Mary B
ITW Ransburg
419-470-2125







Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links



<DIV><font size="1.5" face="Bookman Old Style">__________________________________________________________________________________________________________________

This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.
__________________________________________________________________________________________________________________<DIV><FONT>
4
You must first create a blank (or open an existing) sales order,
assign a customer and save the record. Then go:

Actions - Get Opportunity Quote

Note that you can not grab information from a different customer

Rich J
ERMC

--- In vantage@yahoogroups.com, "maryitw" <maryitw@...> wrote:
>
> Hi,
>
> Does anyone know how to link a sales order to a quote AFTER the
> sales order has been created?
>
> Standard procedure is to create a quote first, then create a sales
> order from that quote. At times, I have to enter a sales order
> FIRST without a quote. Is there a way to go back and link the
> quote to that order?
>
> Some of the data needed is in the Quote and some in the Sales
> Order. I need a way to establish a link between the two.
>
> I have written a BAQ, but the quote detail and order detail data
is
> blank for all records not created in the conventional method
(Sales
> Order - Actions - Get Opportunity Quote).
>
> We're running Vantage 8.00.810C
>
> Thanks.
>
> Mary B
> ITW Ransburg
> 419-470-2125
>
5
Hi Rich,

Thanks for your reply. I followed these directions: Created a new
sales order using the same customer number as the quote, but Vantage
creates a new sales order). Actions - Get Opportunity Quote seems
to create an entirely new order, regardless of the fact
that i just created one. Am I doing something wrong?

Mary

--- In vantage@yahoogroups.com, "ermc_v" <rjohnson@...> wrote:
>
> You must first create a blank (or open an existing) sales order,
> assign a customer and save the record. Then go:
>
> Actions - Get Opportunity Quote
>
> Note that you can not grab information from a different customer
>
> Rich J
> ERMC
>
> --- In vantage@yahoogroups.com, "maryitw" <maryitw@> wrote:
> >
> > Hi,
> >
> > Does anyone know how to link a sales order to a quote AFTER the
> > sales order has been created?
> >
> > Standard procedure is to create a quote first, then create a
sales
> > order from that quote. At times, I have to enter a sales order
> > FIRST without a quote. Is there a way to go back and link the
> > quote to that order?
> >
> > Some of the data needed is in the Quote and some in the Sales
> > Order. I need a way to establish a link between the two.
> >
> > I have written a BAQ, but the quote detail and order detail data
> is
> > blank for all records not created in the conventional method
> (Sales
> > Order - Actions - Get Opportunity Quote).
> >
> > We're running Vantage 8.00.810C
> >
> > Thanks.
> >
> > Mary B
> > ITW Ransburg
> > 419-470-2125
> >
>
6
Thanks Sarah.

Great idea to set up a blank quote. That will help a lot.

Mary


--- In vantage@yahoogroups.com, <sarah.vareschi@...> wrote:
>
> I may be wrong, but I do not think there is a way :( We have the
same
> situations and we try to always set up the quote first, or if we
can't,
> set up a blank quote and update it later. If we can't do that or
forget
> to, or don't know a quote will be needed, sometime we delete the
SO line
> and re-create it from the quote to link the 2. if it's too much
later
> and the job has already shipped then we manually close the quote
and use
> the memos. I wish there was an easier way to make the link after
the
> fact.
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of maryitw
> Sent: Monday, April 02, 2007 3:25 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Link a Quote to a Sales Order
>
> Hi,
>
> Does anyone know how to link a sales order to a quote AFTER the
> sales order has been created?
>
> Standard procedure is to create a quote first, then create a sales
> order from that quote. At times, I have to enter a sales order
> FIRST without a quote. Is there a way to go back and link the
> quote to that order?
>
> Some of the data needed is in the Quote and some in the Sales
> Order. I need a way to establish a link between the two.
>
> I have written a BAQ, but the quote detail and order detail data
is
> blank for all records not created in the conventional method
(Sales
> Order - Actions - Get Opportunity Quote).
>
> We're running Vantage 8.00.810C
>
> Thanks.
>
> Mary B
> ITW Ransburg
> 419-470-2125
>
>
>
>
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> have already linked your email address to a yahoo id to enable
access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/links
> Yahoo! Groups Links
>
>
>
> <DIV><font size="1.5" face="Bookman Old
Style">______________________________________________________________
____________________________________________________
>
> This email may contain material that is confidential, privileged
and/or attorney work product for the sole use of the intended
recipient. Any review, reliance or distribution by others or
forwarding without express permission is strictly prohibited. If you
are not the intended recipient, please contact the sender and delete
all copies.
>
_____________________________________________________________________
_____________________________________________<DIV><FONT>
>
7
Another possible alternative is custom code to load the sales order
(via adapter) and fill in the quote number on the sales order record
and save it.


--- In vantage@yahoogroups.com, "maryitw" <maryitw@...> wrote:
>
> Thanks Sarah.
>
> Great idea to set up a blank quote. That will help a lot.
>
> Mary
>
>
> --- In vantage@yahoogroups.com, <sarah.vareschi@> wrote:
> >
> > I may be wrong, but I do not think there is a way :( We have the
> same
> > situations and we try to always set up the quote first, or if we
> can't,
> > set up a blank quote and update it later. If we can't do that or
> forget
> > to, or don't know a quote will be needed, sometime we delete the
> SO line
> > and re-create it from the quote to link the 2. if it's too much
> later
> > and the job has already shipped then we manually close the quote
> and use
> > the memos. I wish there was an easier way to make the link after
> the
> > fact.
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf
> > Of maryitw
> > Sent: Monday, April 02, 2007 3:25 PM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Link a Quote to a Sales Order
> >
> > Hi,
> >
> > Does anyone know how to link a sales order to a quote AFTER the
> > sales order has been created?
> >
> > Standard procedure is to create a quote first, then create a
sales
> > order from that quote. At times, I have to enter a sales order
> > FIRST without a quote. Is there a way to go back and link the
> > quote to that order?
> >
> > Some of the data needed is in the Quote and some in the Sales
> > Order. I need a way to establish a link between the two.
> >
> > I have written a BAQ, but the quote detail and order detail data
> is
> > blank for all records not created in the conventional method
> (Sales
> > Order - Actions - Get Opportunity Quote).
> >
> > We're running Vantage 8.00.810C
> >
> > Thanks.
> >
> > Mary B
> > ITW Ransburg
> > 419-470-2125
> >
> >
> >
> >
> >
> >
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
> must
> > have already linked your email address to a yahoo id to enable
> access. )
> > (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > and Crystal Reports and other 'goodies', please goto:
> > http://groups.yahoo.com/group/vantage/files/.
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/links
> > Yahoo! Groups Links
> >
> >
> >
> > <DIV><font size="1.5" face="Bookman Old
>
Style">______________________________________________________________
> ____________________________________________________
> >
> > This email may contain material that is confidential, privileged
> and/or attorney work product for the sole use of the intended
> recipient. Any review, reliance or distribution by others or
> forwarding without express permission is strictly prohibited. If
you
> are not the intended recipient, please contact the sender and
delete
> all copies.
> >
>
_____________________________________________________________________
> _____________________________________________<DIV><FONT>
> >
>
8
Thanks Adam,

It's definatley worth investigating.

Thanks again for your input.

Mary


--- In vantage@yahoogroups.com, "adamtuliper" <amt@...> wrote:
>
> Another possible alternative is custom code to load the sales
order
> (via adapter) and fill in the quote number on the sales order
record
> and save it.
>
>
> --- In vantage@yahoogroups.com, "maryitw" <maryitw@> wrote:
> >
> > Thanks Sarah.
> >
> > Great idea to set up a blank quote. That will help a lot.
> >
> > Mary
> >
> >
> > --- In vantage@yahoogroups.com, <sarah.vareschi@> wrote:
> > >
> > > I may be wrong, but I do not think there is a way :( We have
the
> > same
> > > situations and we try to always set up the quote first, or if
we
> > can't,
> > > set up a blank quote and update it later. If we can't do that
or
> > forget
> > > to, or don't know a quote will be needed, sometime we delete
the
> > SO line
> > > and re-create it from the quote to link the 2. if it's too
much
> > later
> > > and the job has already shipped then we manually close the
quote
> > and use
> > > the memos. I wish there was an easier way to make the link
after
> > the
> > > fact.
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On
> > Behalf
> > > Of maryitw
> > > Sent: Monday, April 02, 2007 3:25 PM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Link a Quote to a Sales Order
> > >
> > > Hi,
> > >
> > > Does anyone know how to link a sales order to a quote AFTER
the
> > > sales order has been created?
> > >
> > > Standard procedure is to create a quote first, then create a
> sales
> > > order from that quote. At times, I have to enter a sales
order
> > > FIRST without a quote. Is there a way to go back and link the
> > > quote to that order?
> > >
> > > Some of the data needed is in the Quote and some in the Sales
> > > Order. I need a way to establish a link between the two.
> > >
> > > I have written a BAQ, but the quote detail and order detail
data
> > is
> > > blank for all records not created in the conventional method
> > (Sales
> > > Order - Actions - Get Opportunity Quote).
> > >
> > > We're running Vantage 8.00.810C
> > >
> > > Thanks.
> > >
> > > Mary B
> > > ITW Ransburg
> > > 419-470-2125
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > Useful links for the Yahoo!Groups Vantage Board are: ( Note:
You
> > must
> > > have already linked your email address to a yahoo id to enable
> > access. )
> > > (1) To access the Files Section of our Yahoo!Group for Report
> > Builder
> > > and Crystal Reports and other 'goodies', please goto:
> > > http://groups.yahoo.com/group/vantage/files/.
> > > (2) To search through old msg's goto:
> > > http://groups.yahoo.com/group/vantage/messages
> > > (3) To view links to Vendors that provide Vantage services
goto:
> > > http://groups.yahoo.com/group/vantage/links
> > > Yahoo! Groups Links
> > >
> > >
> > >
> > > <DIV><font size="1.5" face="Bookman Old
> >
>
Style">______________________________________________________________
> > ____________________________________________________
> > >
> > > This email may contain material that is confidential,
privileged
> > and/or attorney work product for the sole use of the intended
> > recipient. Any review, reliance or distribution by others or
> > forwarding without express permission is strictly prohibited. If
> you
> > are not the intended recipient, please contact the sender and
> delete
> > all copies.
> > >
> >
>
_____________________________________________________________________
> > _____________________________________________<DIV><FONT>
> > >
> >
>