×
INTELLIGENT WORK FORUMS
FOR COMPUTER PROFESSIONALS

Contact US

Log In

Come Join Us!

Are you a
Computer / IT professional?
Join Tek-Tips Forums!
  • Talk With Other Members
  • Be Notified Of Responses
    To Your Posts
  • Keyword Search
  • One-Click Access To Your
    Favorite Forums
  • Automated Signatures
    On Your Posts
  • Best Of All, It's Free!

*Tek-Tips's functionality depends on members receiving e-mail. By joining you are opting in to receive e-mail.

Posting Guidelines

Promoting, selling, recruiting, coursework and thesis posting is forbidden.

Students Click Here

Macola ES / Synergy - Lost Sale Quotes

Macola ES / Synergy - Lost Sale Quotes

Macola ES / Synergy - Lost Sale Quotes

(OP)
We use lost sales currently but I would like to know if there is a way to make quotes into lost-sales via the backend, SQL and event manager.  

We routinely have prospects that have one or more quotes prepared for them.  When we sell them a product or determine that they are a lost sale we then have sometimes a handful of quotes to either manually mark lost or more often these quotes end up sitting in the system and never get marked lost.  

I would like to mark all quotes as lost-sales for a certain account.  This doesn't seem terribly easy to do as the quote has to move from the open to history tables for both the header and line tables.  

I'm wondering if there is a canned way to do this or if you've seen this request before?  Any scripting / stored procedure to make this happen?  I looked online and on exact's site but didn't see anything related.  
 

RE: Macola ES / Synergy - Lost Sale Quotes

It should be possible to write a SQL script to move the records from the open to the history tables, and assign a lost sale code, but how many quotes are we talking about?  It hardly seems worth the effort.  You can do this manually in very short order even if you have a couple of hundred quotes.

Software Sales, Training, Implementation and Support for Macola, Synergy, and Crystal Reports.  Check out our Macola tools:
www.gainfocus.biz/exceladdin.html

Red Flag This Post

Please let us know here why this post is inappropriate. Reasons such as off-topic, duplicates, flames, illegal, vulgar, or students posting their homework.

Red Flag Submitted

Thank you for helping keep Tek-Tips Forums free from inappropriate posts.
The Tek-Tips staff will check this out and take appropriate action.

Reply To This Thread

Posting in the Tek-Tips forums is a member-only feature.

Click Here to join Tek-Tips and talk with other members! Already a Member? Login


Close Box

Join Tek-Tips® Today!

Join your peers on the Internet's largest technical computer professional community.
It's easy to join and it's free.

Here's Why Members Love Tek-Tips Forums:

Register now while it's still free!

Already a member? Close this window and log in.

Join Us             Close