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CPQ : How to get the total number of quotes in "preparing" status on a domain ?

agnesbaton
Explorer
0 Kudos
805

We need to get the number of quotes which are in status 'preparing" on a specific domain ? How should we proceed to get it ?

Accepted Solutions (1)

Accepted Solutions (1)

yogananda
Product and Topic Expert
Product and Topic Expert

Hi agnes.baton

you can get the count of quotes which is in "Preparing" status and you can further extend it according to your need
status = 'Preparing'
sql = "select count(*) as Count1 from quotes where OrderStatus = '"+ status +"'"
no_of_count = SqlHelper.GetFirst(sql)

agnesbaton
Explorer
0 Kudos

how to get the quote owner ?

what are the different columns for table quotes ?

Answers (2)

Answers (2)

eacr
Discoverer
0 Kudos

This one is in tags

<*LIST(
-- To get the lis
SELECT CONCAT(FORMAT(c.USERID, '0000'), FORMAT(c.CART_ID,'0000'), '; ', osd.ORDER_STATUS_NAME, '; ', c.DATE_CREATED) 
FROM CART c
INNER JOIN ORDER_STATUS_DEFN osd ON osd.ORDER_STATUS_ID = c.ORDER_STATUS
WHERE osd.ORDER_STATUS_NAME = 'Preparing'
ORDER BY DATE_CREATED DESC
)*>


<*TABLE(
-- To get the count
SELECT COUNT(*) FROM CART c
INNER JOIN ORDER_STATUS_DEFN osd ON osd.ORDER_STATUS_ID = c.ORDER_STATUS
WHERE osd.ORDER_STATUS_NAME = 'Preparing'
)*>
agnesbaton
Explorer
0 Kudos

Could you explain where in cpq, I should put these lines to be executed ?

Thanks

charlesbudd
Discoverer
0 Kudos

For a quick count, you could also just filter on the quote list page:

Click the "Load Existing Project/Quotation" icon on the main CPQ side menu.

Set to the "Other Quotes" tab.

Click the Filter icon.

On the pop-up, click in the top "Filter by Status" field, and select "Preparing".

Observe the "Number of items:" value at the bottom of the displayed quote list.

You should also do the same on the "My Quotes" tab, to get the count of your own quotes, if your user-ID has created any such quotes as well.