How can I link quotes to orders and invoices?
Question asked by Stan Paulauskas - 4/12/2022 at 1:41 PM
Answered
I'm working with Atrex 19, and am building a conversion pipeline for our quotes, orders, and invoices. I'd like to track how many of our quotes get converted into orders or invoices. 

I see invoices link to orders using invoice.OrderNum. This field is sometimes 0, which I'm assuming means that this invoice was created directly from a quote. I had assumed that the ord.Reference field was used for tracking this information, but that seems to be a free text field on the front end. 

Does Atrex provide some way to link the quotes to orders and invoices, or do we need to manually provide that linkage?

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Mark Culos Replied
Employee Post Marked As Answer
Stan,

There is no field in an order or invoice that records the quote that generated the transaction when a quote is transferred.

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