How to list lost (or not lost) quotations?

ERPNext User Forum
1

Dear All,


What filter to apply on Quotations list to obtain list of lost (or pending, or converted to Order) Quotations?

Best,

Zoran

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2
Dear Zoran,

Status field is under More Info section of Quotation.

When Quotation is sent to customer, but order not confirmed yet, the Status of Quotation will be Submitted.

If Quotation is lost, you should update it via Set as Lost option in the submitted Quotation.

If Sales Order is created against Quotation, then Status of Quotation will be updated to Order Confirmed.

Draft and Cancel are the other two possible status of Quotation.


On Tue, Jun 18, 2013 at 11:58 AM, Zoki <zo...@eu-build.com> wrote:
Dear All,

What filter to apply on Quotations list to obtain list of lost (or pending, or converted to Order) Quotations?

Best,

Zoran

–

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–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

3
It works, thank you! :)

I tried something similar with Sales Invoice, using "Paid Amount", but I was not successful.

It behaves as no invoice is paid, but some of the invoices has "full green bar" on the list,

Any hint? :)


On Tue, Jun 18, 2013 at 9:47 AM, Umair Sayyed <um...@iwebnotes.com> wrote:
Dear Zoran,

Status field is under More Info section of Quotation.

When Quotation is sent to customer, but order not confirmed yet, the Status of Quotation will be Submitted.

If Quotation is lost, you should update it via Set as Lost option in the submitted Quotation.

If Sales Order is created against Quotation, then Status of Quotation will be updated to Order Confirmed.


Draft and Cancel are the other two possible status of Quotation.


On Tue, Jun 18, 2013 at 11:58 AM, Zoki <zo…@eu-build.com> wrote:

Dear All,

What filter to apply on Quotations list to obtain list of lost (or pending, or converted to Order) Quotations?

Best,

Zoran

–

You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

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–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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--

------------------------------------------------------------

dr Zoran Đorđević, dipl.inž.građ., PMP

Direktor

E-mail: zo...@eu-build.com





EUBuild d.o.o



Pajsijeva 3, 11 000 Beograd

Republika Srbija



Tel/Fax: 011 26 86 707

E-mail: of…@eu-build.com

www.eu-build.com

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4
Zoran,

Paid amount field is only POS invoice. This field is hidden when you are make credit / accrual invoice.

To list invoice based on payment status, filter it on "Outstanding Amount" field. If outstanding is greater than 0, outstanding and partially paid invoice will be listed. Invoices with zero outstanding is fully paid.

Hope this helps.


On Tue, Jun 18, 2013 at 5:55 PM, Zoran Djordjevic <zo...@eu-build.com> wrote:
It works, thank you! :)

I tried something similar with Sales Invoice, using "Paid Amount", but I was not successful.

It behaves as no invoice is paid, but some of the invoices has "full green bar" on the list,

Any hint? :)


On Tue, Jun 18, 2013 at 9:47 AM, Umair Sayyed <um...@iwebnotes.com> wrote:
Dear Zoran,

Status field is under More Info section of Quotation.


When Quotation is sent to customer, but order not confirmed yet, the Status of Quotation will be Submitted.


If Quotation is lost, you should update it via Set as Lost option in the submitted Quotation.

If Sales Order is created against Quotation, then Status of Quotation will be updated to Order Confirmed.


Draft and Cancel are the other two possible status of Quotation.


On Tue, Jun 18, 2013 at 11:58 AM, Zoki <zo…@eu-build.com> wrote:

Dear All,

What filter to apply on Quotations list to obtain list of lost (or pending, or converted to Order) Quotations?

Best,

Zoran

–

You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

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–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

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--

------------------------------------------------------------

dr Zoran Đorđević, dipl.inž.građ., PMP

Direktor

E-mail: zo...@eu-build.com





EUBuild d.o.o



Pajsijeva 3, 11 000 Beograd

Republika Srbija



Tel/Fax: 011 26 86 707

E-mail: of…@eu-build.com

www.eu-build.com

–

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--
Thanks and Regards,

Umair Sayyed
www.erpnext.com

5
Great!!!

It works!

Thank you :)


On Wed, Jun 19, 2013 at 11:21 AM, Umair Sayyed <um...@iwebnotes.com> wrote:
Zoran,

Paid amount field is only POS invoice. This field is hidden when you are make credit / accrual invoice.

To list invoice based on payment status, filter it on "Outstanding Amount" field. If outstanding is greater than 0, outstanding and partially paid invoice will be listed. Invoices with zero outstanding is fully paid.


Hope this helps.




On Tue, Jun 18, 2013 at 5:55 PM, Zoran Djordjevic <zo…@eu-build.com> wrote:

It works, thank you! :)

I tried something similar with Sales Invoice, using "Paid Amount", but I was not successful.

It behaves as no invoice is paid, but some of the invoices has "full green bar" on the list,

Any hint? :)


On Tue, Jun 18, 2013 at 9:47 AM, Umair Sayyed <um...@iwebnotes.com> wrote:
Dear Zoran,

Status field is under More Info section of Quotation.


When Quotation is sent to customer, but order not confirmed yet, the Status of Quotation will be Submitted.


If Quotation is lost, you should update it via Set as Lost option in the submitted Quotation.

If Sales Order is created against Quotation, then Status of Quotation will be updated to Order Confirmed.


Draft and Cancel are the other two possible status of Quotation.


On Tue, Jun 18, 2013 at 11:58 AM, Zoki <zo…@eu-build.com> wrote:

Dear All,

What filter to apply on Quotations list to obtain list of lost (or pending, or converted to Order) Quotations?

Best,

Zoran

–

You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

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–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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--

------------------------------------------------------------

dr Zoran Đorđević, dipl.inž.građ., PMP

Direktor

E-mail: zo...@eu-build.com





EUBuild d.o.o



Pajsijeva 3, 11 000 Beograd

Republika Srbija



Tel/Fax: 011 26 86 707

E-mail: of…@eu-build.com

www.eu-build.com

–

You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

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--
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

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--

------------------------------------------------------------

dr Zoran Đorđević, dipl.inž.građ., PMP

Direktor

E-mail: zo...@eu-build.com





EUBuild d.o.o



Pajsijeva 3, 11 000 Beograd

Republika Srbija



Tel/Fax: 011 26 86 707

E-mail: of…@eu-build.com

www.eu-build.com

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