Hi All
I can mark a Worksorder form as a Quotation, a unique number is allocated and the 'Quote' report is sent to the customer. On acceptance, the 'Quote' check-box is un-checked, and an Invoice with the same number is produced (actually the same document, just "Quotation" and "Tax Invoice" headings are interchanged).
In order to track Quotations that become Orders (by department), I need to mark the invoice as having been a Quote. Similarly, I need to generate a report of how many conversions happened.
QUESTION: When the Quotation check-box is ticked, I want to populate another (non-user) control with some code (permanently) in order to design a query that counts conversions by department.
Doing the queries and reports is not part of the question, just HOW TO MARK A WORKSORDER (dependant on the Quote tick-box having been, at some time, ticked) AS HAVING BEEN UPGRADED FROM A QUOTATION ...
Hope the explanation is clear ... ! Thanks in advance.
PaulMo