Problems Converting Opportunity Listing to Quote, Sales Order Invo

[Guest]

When I try to take an opportunity and convert it into either a quote, Sales
Order or Invoice, it takes all of the item information and places it into the
"Description" field. How do I get the system to properly parse the item
information into the form.

Also, I have Microsoft Accounting Express. How do I create an item listing
that can be shared and updated in one place? Thanks.

 

[Luther]

When I try to take an opportunity and convert it into either a quote, Sales
Order or Invoice, it takes all of the item information and places it into the
"Description" field. How do I get the system to properly parse the item
information into the form.

Also, I have Microsoft Accounting Express. How do I create an item listing
that can be shared and updated in one place? Thanks.

When converting an opportunity to a financial document, only product
items that came from Microsoft Accounting are understood in detail by
Microsoft Accounting, details about any other product are placed in
the description line.

 

[Kings]

Hopefully i'm miss understanding, are you saying that we have two microsoft
programs that have the same fields in both programs but when converting an
oppotunity into a quote it dumps all the information into description rather
than the correct fields?

 

[mrtimpeterson via OfficeKB.com]

This is the usual Microsoft manifestation of "seamless integration." Give
them a few more years and they will may eventually get things figured out
better!

-THP

Hopefully i'm miss understanding, are you saying that we have two microsoft
programs that have the same fields in both programs but when converting an
oppotunity into a quote it dumps all the information into description rather
than the correct fields?
[quoted text clipped - 11 lines]

Microsoft Accounting, details about any other product are placed in
the description line.

 

[Kings]

I was looking at switching from my now discontinued Goldmine and QuoteWerks
combination as they are fairly old hat and hard to configure etc but at least
they have this level of intergration even though they are written by
different companies.

Think I might wait a while to see if Microsoft can sort their ACT out (no
pun intended, well maybe a little one)

Looking through the posts there seems to be quite a few issues, do you know
if Microsoft have acknowledged that there is work to do and a time frame for
this to be done at all - Thanks Kings

This is the usual Microsoft manifestation of "seamless integration." Give
them a few more years and they will may eventually get things figured out
better!

-THP

Hopefully i'm miss understanding, are you saying that we have two microsoft
programs that have the same fields in both programs but when converting an
oppotunity into a quote it dumps all the information into description rather
than the correct fields?

When I try to take an opportunity and convert it into either a quote, Sales
Order or Invoice, it takes all of the item information and places it into the

[quoted text clipped - 11 lines]

Microsoft Accounting, details about any other product are placed in
the description line.

 

[quotewerks]

QuoteWerks integrates with a number of CRM applications including MS
CRM. If you already have QuoteWerks Corporate Edition licenses, you
would be able to switch contact managers from GoldMine to MS CRM with
no additional cost. This would allow you to preserve all of your
Quoting, Ordering, and Invoicing history. You would not have as much
of a learning curve with your sales staff either having to learn more
applications.

Information about the MS CRM link can be found here: http://www.quotewerks.com/mscrm.asp
A list of differences between the QuoteWerks Editions can be found
here: http://www.quotewerks.com/editioncomparison.asp

Regards,
Brian laufer

 

[Lon Orenstein]

How about you guys linking QuoteWerks to BCM?

Lon

--
___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com