Quotation to Sales Order Cross Reference in Acumatica
This video explains how to create a Generic Inquiry in Acumatica to cross-reference quotations and sales orders.
(a) Challenges
Keeping track of which sales orders originated from specific quotations can be a challenge. You may need to manually search through records, which is time-consuming and inefficient.
(b) Solution
A Generic Inquiry in Acumatica can solve this problem. The inquiry uses two tables: Sales Order Table and Ship Line. It includes two conditions:
- The original reference number
- The order type must be “Quotation”
The results grid will display:
- Sales Order Order Number
- Sales Order Order Type
- Sales Order Original Order Number
- Sales Order Original Order Type
Benefits
This Generic Inquiry allows you to:
- Quickly identify which sales orders are linked to specific quotations
- Improve efficiency by eliminating manual searches
- Gain better insights into your sales process
Contact Tayana Solutions at 678-910-2774 for assistance with Acumatica implementations, customizations, and support.