Show quotes or estimates that have NOT been converted to a bill.
Conversions are only recorded from v7.1.1
Create as export spreadsheet so the can export to csv
Conversions are only recorded from v7.1.1
Create as export spreadsheet so the can export to csv
select BM."Ref_Number" "Transaction Num",
case when BM."Type" = 7 then 'Quote'
else 'Estimate' end "Bill Type",
CM."First_Name", CM."Last_Name", BM."Total", BM."Dis_Date" "Creation Date", SM."Id" "Staff"
from "Bill_Main" BM
join "Client_Main" CM on CM."Ref_Number" = BM."Cln_Number"
join "Staff_Main" SM on SM."Ref_Number" = BM."Cur_Staff"
where "Dis_Date" between :Datelo/*Created From*/ and :Datehi/*To*/
and BM."Type" in (7,8)
and "InBitValue" (512, "Bill_Prop") = 'N'
and BM."Acc_State" <> 59
