How to Report on Products Not Quoted

We will hopefully be moving to Enterprise 8.0 soon - and I think there is a way to do this easily.

For now - is there a way to run a report on products in our catalog that we haven't Quoted in a period of time (i.e. 3 years)? We are on 7.8.2.2 Pro.

If not - any suggestions?

Thanks in advance for any help!

0 André Lopes over 6 years ago

Hi Missy Brooks
I believe it can be accomplished by Workflow Definition:
You can create a custom date field in Product Catalog which will set the date this item had been last quoted.
Then you can create a Workflow Definition on Products module (QLI) which will update that field in its respective Product Catalog whenever this QLI is quoted.
At last you can create a Report on Product Catalog filtering by such custom date field.
Regards

André Lopes
Lampada Global

Skype: andre.lampada
Cancel
Vote Up +2 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Missy Brooks over 6 years ago in reply to André Lopes

This sounds like it should work - playing with it now! Thanks André
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel