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johngouws
Partner - Specialist
Partner - Specialist

Quote conversion to Sales

Hi All. 

Please can you assist me with this interesting one. I would like to show quote to sales conversion. In the attached example there are Quotes, Orders and Invoices. The 'test' bookmark will show what I am looking at. In the end I would like to show only the rows which were invoiced, without loosing the quote or order data along the way. In the snippet you will see four rows, where only 3 rows have invoice data. I think it is because the quote Qty is on the first row. 

Capture.JPG

I would appreciate any ideas on how, if possible, I am able to show only the three rows. 

Thank you very much. 

1 Reply
treysmithdev
Partner Ambassador
Partner Ambassador

I believe this is working how you want it. It might be easier to adjust the model itself if you are trying to do this in multiple places. 

Blog: WhereClause   Twitter: @treysmithdev