Currently there isn't a utility to delete Sage CRM Prospect quotes from Sage100. The quotes have a type of P and the standard utilities only by purging items with a Q. Customers have thousands of quotes and it is a lot of work to delete one by one.

by: Christine K. | over a year ago | Customer Mgment (CRM)

Comments

• This continues to be a pain point for several customers. These don't drop to the history file within Sage 100, and tend to linger on the SO_SalesOrderHeader and SO_SalesOrderDetail tables, increasing the time it takes to run reports, perform any type of scripting, etc.

  by: Basil M. | over a year ago

• Please ensure solution is also compatible with JobOps / Sage 100 manufacturing

  by: Steve P. | over a year ago

• I second that. In practice, the prospect quotes fill up very quickly and there needs to be a better way to manage/purge them.

  by: P F. | 6 months ago