Converting templates when turning on sales orders
Posted: 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?
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?