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Questions [Solved] Need a GI to show Opportunities/Sales Quotes Inventory items and Qty Available
I am trying to create a GI to show opportunities/quotes with inventory items and the qty available.
Goal is to identify quoted inventory items available in stock to help sales try to close the order. Also to potentially use for preliminary inventory purchase forecasting based on potential sales quote conversions.
Just looking for a simple table to export to excel so sales can see their quoteID, datecreated, inventoryID and QtyAvail
Update, Fixed it