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How to Report on Products Not Quoted

Missy Brooks

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!

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    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
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  • 0

    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
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