An Example of Converting an Estimate to a Sales Order

Note: VB Demo is deprecated.

Please refer to How to use the QODBC Test Tool for testing

CREATE AN ESTIMATE WITH ONE LINE

Query in QODBC

     The following SQL statement will create a new estimate:

     INSERT INTO "EstimateLine" ("CustomerRefListID", "RefNumber", "EstimateLineItemRefListID",
     "EstimateLineDesc", "EstimateLineRate", "EstimateLineAmount", "EstimateLineSalesTaxCodeRefListID",
     "FQSaveToCache") VALUES ('470001-1071525403', '201', '250000-933272656',
     'Building permit No 201', 100.00000, 100.00, '20000-999022286', 0)

Note:  VB DEMO is to be used only to test QODBC SQL queries and is not a development tool.

Result in QuickBooks

     The query above results in the following estimate in the QuickBooks 2006 Premier USA Edition - Sample Rock Castle Construction company file:

See: How to create Estimates using QODBC for more about Estimates Creating.

CREATE A SALES ORDER FROM AN ESTIMATE

Query in QODBC

     When we're ready to create the Sales Order, we can read the EstimateLine table and insert it into the SalesOrderLine table like this:

     INSERT INTO "SalesOrderLine" ("CustomerRefListID", "RefNumber", "Memo", "SalesOrderLineItemRefListID",
     "SalesOrderLineDesc", "SalesOrderLineRate", "SalesOrderLineAmount", "SalesOrderLineSalesTaxCodeRefListID",
     "FQSaveToCache")
     Select "CustomerRefListID", "RefNumber", {fn CONCAT('Estimate ', "RefNumber")} as "Memo","EstimateLineItemRefListID",
     "EstimateLineDesc", "EstimateLineRate", "EstimateLineAmount", "EstimateLineSalesTaxCodeRefListID",
     "FQSaveToCache" from EstimateLine where "RefNumber"='201' and "EstimateLineSeqNo"=1

Note: This is one complete SQL statement. For multiple estimate lines, you would set FQSaveToCache to 1 instead (using:1 as "FQSaveToCache") and loop the EstimateLineSeqNos until the last one setting FQSaveToCache to 0.

Result in QuickBooks

     The estimate now appears as a Sales Order in QuickBooks with "Estimate 201" in the memo field, the same way QuickBooks creates a Sales Order from an Estimate.