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Reporting conversion rate of Quote to Sales Order......

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  • 1.  Reporting conversion rate of Quote to Sales Order......

    SILVER CONTRIBUTOR
    Posted 17 days ago
    Hello everyone,

    I have been asked to put together a report showing conversion rate over time for Sales Quotes that became Sales Orders.

    We are on NAV 2015.

    Anyone have any ideas on this?  I'm looking at this process and it looks like my only hope moving forward would be to capture that in the Change Log, but I need to be able to go back and look over the past four years if possible.

    As far as I know, the Sales Quotes and the Sales Orders all live in the same table, and when you convert, it just changes the number from an SQ to an SO.   Am I missing something here?

    Any help would be greatly appreciated.

    ------------------------------
    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
    ------------------------------


  • 2.  RE: Reporting conversion rate of Quote to Sales Order......

    Posted 17 days ago
    Does your posted invoice table have a Quote No. field that is populated with the original quote no.? If so, that could give you the count of quotes that became orders (and later invoices), removing duplicates as needed. Any Quotes you have left (assuming your statement that they "go away" when converted is true - not the case for our modified system) would be the other data set. Add the two counts to get the total and then you should have enough to get to a conversion rate?​

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    Jason Luchka
    Senior Enterprise Applications Analyst
    siffron
    Twinsburg OH
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  • 3.  RE: Reporting conversion rate of Quote to Sales Order......

    SILVER CONTRIBUTOR
    Posted 17 days ago

    I just checked the Sales Invoice Header table and we have the SO number listed in the Posting Description as well as in the Order No_ field.    I searched the table and found no SQ numbers listed.

     

    In our situation, when the Sales Quote is converted to a Sales Order, the number on the order is replaced, so SQ012458 might become SO245348.   It just takes the next SO number in the sequence and assigns it.

     

    Looks like I may have to add a field to capture the Sales Quote number, if there was a quote, and have the system add that number at time of conversion.   It is not the end of the world, but it does not allow me to go back in time for reporting.

     

    Thank you for the suggestion.   I can see where this could have/should have been instituted this recording from day one, but then again, hindsight is 20/20.

     

    Sincerely,

     

    Steven R. Hoag

    Information Technology Manager

    M&G Partners LLP, DBA  Fashion Angels Enterprises

    306 N. Milwaukee St.

    Milwaukee, WI  53202

    Office:  414-308-1504

     

    My office hours are 7am – 4pm M-F.

     

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  • 4.  RE: Reporting conversion rate of Quote to Sales Order......
    Best Answer

    TOP CONTRIBUTOR
    Posted 17 days ago
    There should be field 151 "Quote No." in your Sales Invoice Header table. This is where the Quote No. is supposed to be if it flowed from Quote --> Order --> Invoice using out of the box NAV processes.

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    Matt Traxinger
    NAV Developer
    ArcherPoint Inc.
    San Antonio TX
    ------------------------------



  • 5.  RE: Reporting conversion rate of Quote to Sales Order......

    SILVER CONTRIBUTOR
    Posted 17 days ago
    Thank you Matt Traxinger for that info.    I had not spotted that field before.  Looks like something is not set up correctly as I only see 13 entries in that field on the whole table.   I'm thinking there should be a few more.  ;-)

    Thank you again to everyone that responded!    This is one of the many reasons I love the NAVUG people and this forum.

    ------------------------------
    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
    ------------------------------



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