Tracking Quote/Sales Order/Job Order Creation

[David Ramirez]

Has anyone ever worked on tracking the admin side of things?  We are looking to set up a system to track how long it’s taking Quotes to turn in to Sales Orders, and Sales Orders to turn into Job Orders.  We also care about the steps in between (i.e. Sales Order going from Awaiting Approval to Open).  To my knowledge, the Status change time stamp field writes over the date every time the status changes so the history isn’t intact.

 

We are looking for thoughts/ideas from anyone who may have tried this before.

 

Thanks

David Ramirez, CPA

Accounting Manager

PacMin, Inc

www.pacmin.com

2021 Raymer Avenue, Fullerton, CA 92833

P: 714.447.4478 ext 128 || F: 714.447.4465

 

Giving Life to Vision & Imagination

 

[Walia, Rajesh]

Hi David. 

Briefly, Quotes and SO’s have ‘Created Date’ fields that have time stamps that you might use in a report/query.    

I didn’t see an actual date/time stamp on JO’s but surely there is one there somewhere. 

 

Hope that helps,

Raj

 

Rajesh Walia

Hilti U.S. Manufacturing, Inc.

714-230-7410

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[Matthew Herbert]

Tracking changes to Quotes and Sales Orders can be enabled via the ECM Audit function on CSPROD.  All changes, including status changes, will be stored in the database and could be reported.  You should be able to create a report which tracks Quote status elapsed time from STARTED to ORDERED.  You should be able to create a report which tracks Sales Order status changes as the orders move through your internal contract review or approval process.  

Matt Herbert

EASe...@outlook.com

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Best regards,

Matthew Herbert