Can't add Posting Date from Sales Quote to a report

2 months ago 22

I'm trying to make a study of each Sales Quotes submitted this period and americium struggling to propulsion done the close Date to filter by.

We usage the Posting Date arsenic the authoritative day the punctuation was posted to to the client.

However successful the "Sales Quote Item and Header" information source, Posting Date does not appear. "Validity From Date" seams to beryllium similar to Posting date, but my workfellow conscionable recovered examples of wherever they are not the aforesaid date. Calendar Date is besides not the close day and it's not wide which tract this is linked to either. Can anyone assistance america nexus successful the close day arsenic this is captious for reporting, to guarantee the close Quotes are attributed to the close month's income activities and totals.

Originally we wanted to usage the Output day from the PDF, arsenic this is automatically updated erstwhile the Quote is sent, but I can't entree that day from a Report, truthful we assumed Posting Date would beryllium easier.

This seams to beryllium a truly evident tract to privation to study on. When was this Quote sent to the customer, I don't recognize wherefore this is difficult!

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