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Converting templates when turning on sales orders

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Davejh
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Sage Version: v29 UK/Europe/Africa

Converting templates when turning on sales orders

Post by Davejh » 25 Sep 2024, 20:54

We are currently using sage 50 to go
Quotation>invoice, and not using the sales order side of things. This has been fine, but accounts don't like it as a quotation appears on the invoice screen and is technically at invoice stage as soon as the quote is won.
I have created multiple custom quotations, invoices and an order acknowledgement reports.

I had a play on a sandbox version of turning on the sales order side but noticed that a lot my reports no longer were visible, as presumably it's looking to show database fields that aren't there now (with info going to the SO fields now)
Is there a way of converting the reports. I had a table and it looks like all the database connections need updating but was a massive task.
Any ideas guys?

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brucedenney
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Sage Version: v30 UK/Europe/Africa

Re: Converting templates when turning on sales orders

Post by brucedenney » 26 Sep 2024, 09:38

You can't convert reports, they refer to different variables in different tables.

You can use templates to apply a look and feel to all reports.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

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