A client is planning to use SalesCQ as a landing spot for web orders, using the File | Import | Quotes function.

Once the quotes are reviewed and approved, they will be transferred to OrderEntry.

Is there any way to transfer the quote date as the order date? They want the order date to be the date the web order was placed, not the date it was transferred.

If not, can that become an option when transferring, similar to the "Update item information and pricing" option?

Thanks

Steve

When you create an order from a quote, I believe it's using the signon date as the order date. That's what OE would do if you were to create a new order. The current options apply to item/pricing or customer/shipto updates. I'll let Softrak ponder your suggestion.

Hello Steve,

The SalesCQ 93A (2022.04.06) Upgrade just released has a lot of changes for dates depending on where they are being copied to.

There is a new Company Profile option to set a default for the new date when quotes are transferred to OrderEntry Orders. When a Quote is transferred to OrderEntry with a new Order date, if the Expected ship date is not blank, it will be recalculated based on the OrderEntry Company Profile Processing Options setting for Expected Shipdate spread.

For Quotes moved around within SalesCQ:
Quotes copied to Open Quotes, will default the new Quote date to the session date.
Quotes copied to Template or History Quotes will default to the original quote's dates.
Quotes created from OrderEntry Orders or History also default to the session date. If the copy is done from the Quote List, the default Date can be overridden.