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Quotation reversal !!!!

Sage 50 general help forum - Free help and support for all general issues
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andy b
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Quotation reversal !!!!

Post by andy b » 13 Nov 2013, 14:37

Hi everybody,
I'm a newish sage 50 user so treat me as an idiot :lol:
We've been using sage 50 now for about 6 months and have so far muddled through with a bit of help. But!!!!!!
We've hit a snag in that we've have converted all quotes as won :roll: Is this something that can be reversed?
Many thanks in advance Andy B

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brucedenney
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Re: Quotation reversal !!!!

Post by brucedenney » 13 Nov 2013, 15:13

No, but yes.

I can change the flags in the database with tools, but you can't do it as a user.
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andy b
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Re: Quotation reversal !!!!

Post by andy b » 13 Nov 2013, 15:39

Thanks Bruce for the speedy reply,
Sorry if I sound stupid but what does that mean to us ?

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brucedenney
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Re: Quotation reversal !!!!

Post by brucedenney » 13 Nov 2013, 19:12

It means that if it is a big deal you can pay me to change the orders back to quotes, would need to know which should be quotes.

You might be better of restoring the backup. Depends on how much data is involved, what sort of backups you have and all that.

Give me a ring if you want to chat about it.
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.

andy b
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Re: Quotation reversal !!!!

Post by andy b » 14 Nov 2013, 07:59

Thanks again Bruce,
I think we can probably restore but is there a way of safe guarding against this in the future.
I know we are supposed to mark quotes individually as won but It seems very easy to mark them all as won espessially if you're in a hurry or under pressure with customers queing up.....
Thanks Andy

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brucedenney
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Re: Quotation reversal !!!!

Post by brucedenney » 14 Nov 2013, 13:06

There is no real safe guard.

You just have to be careful, it does give you an extra warning if you try doing all of them, I think.

Try it out in the demodata.
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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