Outstanding enquiries

Posted on 2014-07-16
Last Modified: 2014-07-19
I run a reports that shows the enquiries received. The enquiries are then turned into quotations. Some enquiries have quotations attached others don't so to overcome this (because I need to know the status of the quotations) I have this sql expression ISNULL("QuoteStatus"."Status",''). This ensures that enquiries which don't have quotations attached still appear on the report as outstanding
However it falls down when another customer is added to an existing enquiry where a quotation has been sent. In this instance the enquiry doesn't appear on the outstanding. The enquiry has already been booked in. A quotation has been generated so that quotation isn't outstanding. However another customer asks for a quotation and this is added to the enquiry but no quotation is made. This doesn't appear as an outstanding quotation. enquiries with just one customer and no quote do appear thanks to the sql expression above, However when an enquiry has two customers one with a quotation complete and one without a quotation it doesn't appear as an outstanding quotation
I enclose a copy of the report
Question by:Stevepaget
    1 Comment
    LVL 100

    Accepted Solution

    I believe the problem is that there is a quote for that project therefore a second customer gets linked to that quote.  The Customer ID field is in the Quotations table.

    Try this

    Link the quotation on the Customer ID in addition to the project ID.


    Featured Post

    Courses: Start Training Online With Pros, Today

    Brush up on the basics or master the advanced techniques required to earn essential industry certifications, with Courses. Enroll in a course and start learning today. Training topics range from Android App Dev to the Xen Virtualization Platform.

    Join & Write a Comment

    There have always been a lot of questions related to when Crystal Reports evaluates report components (such as formulas, summaries, cross-tabs, charts, to name a few examples). Crystal Reports uses a two-pass reporting process to provide greater …
    Introduction This article is the second of three articles that explain why and how the Experts Exchange QA Team does test automation for our web site. This article covers the basic installation and configuration of the test automation tools used by…
    This video is in connection to the article "The case of a missing mobile phone (". It will help one to understand clearly the steps to track a lost android phone.
    Excel styles will make formatting consistent and let you apply and change formatting faster. In this tutorial, you'll learn how to use Excel's built-in styles, how to modify styles, and how to create your own. You'll also learn how to use your custo…

    755 members asked questions and received personalized solutions in the past 7 days.

    Join the community of 500,000 technology professionals and ask your questions.

    Join & Ask a Question

    Need Help in Real-Time?

    Connect with top rated Experts

    22 Experts available now in Live!

    Get 1:1 Help Now