Project quotation (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Common > Quotations > Project quotations. Select a project quotation. On the Action Pane, on the Quotation tab, in the Maintain group, click Edit.
Use this form to create or update project quotations and inquire about project quotations for customers or prospects. By default, the form opens in line view. Only limited information about the header is displayed, and you can enter detailed information about lines. To view or change information about the header, click Header view on the Action Pane.
Note
A project quotation can’t be modified if it has been sent to the customer and the project quotation's status is Sent.
Tasks that use this form
Copy a stored address to a project sales quotation
Create, modify, and delete project quotation templates or template groups
Register, update, and delete alternative project quotations
Navigating the form
The following tables provide descriptions for the controls in this form.
Project quotation actions
Action button |
Description |
---|---|
Edit |
Activate the fields in the form so that you can make changes to the project quotation. |
Delete |
Delete the project quotation. |
Project quotation |
Create a project quotation. |
Header view |
View header and header-related information. |
Line view |
View the header and line information together. You can view more information about lines in the Lines table and on the Line details FastTab. |
From all |
Copy all information from an existing project quotation to a new project quotation. |
Totals |
View the totals values of the project quotation. |
Attachments |
View documents that are already attached to a selected record, or attach documents to the selected record. |
Quote actions
Action button |
Description |
---|---|
Sales tax |
View the sales taxes for items that will be included in the order. |
Send quotation |
Send a project quotation to a customer and update the quotation status from Created to Sent. |
Simulate delivery dates |
View possible ship and receipt dates for item lines. These dates are calculated by using the shipping, transport, and customer calendars. |
Customer |
View information about the customer who is associated with the project quotation. |
Prospect |
View information about the customer who is associated with the project quotation. |
Prices |
View the trade agreements that are associated with the customer for whom the quotation has been prepared. |
Quotation journal |
View related project quotations that have been sent or confirmed. |
Quotation confirmation journal |
View related quotations that have been confirmed. |
Follow up actions
Action button |
Description |
---|---|
Confirm |
Confirm a quotation that has a status of Created or Sent and update the status to Confirmed. |
Cancel |
Update the status of a canceled project quotation from Created or Sent to Canceled. |
Lost quotation |
Update the status of a lost project quotation from Created or Sent to Lost. |
Convert to customer |
Convert a prospect to a customer. |
Change reason code |
Update the reason code for the project quotation. |
Transfer to project |
Link a quotation to a project and transfer the quotation to a project forecast. |
General actions
Action button |
Description |
---|---|
Print management |
Set up print options for originals and copies of project quotations. This information controls the way that project quotations are printed during the posting and confirmation process. |
Activities |
Open a menu that contains the following items:
|
Contact details |
Record or view contact information for the project quotation. |
Supplementary sales items |
Create and manage extra items to be added to the project quotation lines when a certain quantity of an item is purchased. |
Alternative quotations |
Create one or more alternative quotations that you want to link to an original project quotation. |
Project quotation header
This tab is displayed only in the line view of the form.
Button |
Description |
---|---|
Add address |
Create a new address record for the project quotation. |
Other address |
Select another delivery address for the project quotation. |
Field |
Description |
---|---|
Name |
The name of the customer or prospect that is associated with the project quotation. |
Postal address |
View or select an address that is associated with the customer or prospect. |
Project ID |
View or select the project that is associated with the project quotation. If you do not select a project, you can link it to a new or existing project after it is confirmed. |
Transferred to forecast |
If the check box is selected, the project quotation lines have been copied to a project forecast. |
Transferred to item requirement |
If the check box is selected, the project quotation lines have been copied to project item requirements. |
Lines
This tab is displayed only in the line view of the form.
Button |
Description |
---|---|
Add line |
Add a new line to the project quotation. |
Remove |
Delete the selected project quotation line. |
Project quotation line |
Open a menu that contains the following items:
|
Inventory |
Open a menu that contains the following items:
|
Product and supply |
For an item transaction, open a menu with options that allow you to configure the product model of the selected item or to view a report of the configuration. |
Update line |
Open a menu with the following item:
|
Field |
Description |
---|---|
Transaction type |
(Required) View or select the transaction type for a new quotation line. |
Project category |
(Required) View or select the project category for a quotation line item. The options are based on the selected transaction type. |
Sales category |
View or select the sales category for an item transaction. This field is required for item transactions and will be automatically entered when an item number is selected. |
Item number |
View or select the item number for an item transaction. This is not required for category-based lines. |
Worker |
View or select the worker who is associated with the quotation line. |
Quantity |
View or select the quantity for an item transaction. |
Unit price |
View or select the proposed unit price for an item transaction. |
Net amount |
The extended amount for an item transaction. |
Project date |
The expected project quotation transaction date. Open the calendar to change the date. |
Description |
View or enter the description for a quotation line. |
Line property |
(Required) View or select the line property for the quotation line. |
Site |
View or select the site where the items are located. This field is required for an item transaction. |
Line details
This tab is displayed only in the line view of the form.
Tab |
Field |
Description |
---|---|---|
General |
Sales category |
(Required) View or select the sales category for an item transaction. |
Item number |
The item number for an item transaction. |
|
Quantity |
View or enter the quantity for an item transaction. |
|
Unit price |
View or enter the proposed unit price for an item transaction. |
|
Net amount |
The extended amount for an item transaction. |
|
Text |
The description for an item transaction. |
|
External |
The customer’s item number for an item transaction. |
|
Project |
Transaction type |
(Required) The transaction type for a quotation line. |
Project category |
(Required) View or select the project category for a quotation line item. The options are based on the selected transaction type. |
|
Worker |
View or select the worker who is associated with the quotation line. |
|
Description |
View or enter a description for the quotation line. |
|
Project date |
The current date. Open the calendar to change the date. |
|
Line property |
(Required) View or select the line property for the quotation line. |
|
Transferred to forecast |
The check box is selected if the quotation line has been copied to a project forecast. |
|
Transferred to item requirement |
The check box is selected if the quotation line has been copied to item requirement. |
|
Setup |
Item sales tax group |
View or select an item sales tax group for an item-type quotation line. |
Sales tax group |
View or select a sales tax group for an item-type quotation line. |
|
Created date and time |
The date and time that a quotation line was created. |
|
Address |
Name |
View or enter the name of the customer or prospect that is associated with the project quotation. |
Delivery address |
View or select the delivery address identification for the customer or prospect delivery address that is associated with the project quotation line. |
|
Address |
The delivery address for the project quotation. |
|
Price |
Price unit |
View or enter a price per unit for the quotation line. |
Cost price |
View or enter a cost price for the quotation line. |
|
Financial dimensions |
View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures. |
|
Delivery |
Requested receipt date |
View or enter the date on which the order should be delivered to the customer. |
Requested ship date |
View or enter the date on which order should be shipped to meet the customer's requested receipt date. |
|
Delivery date control |
View or select a value to use to automatically calculate possible shipping and receipt dates. |
|
Site |
View or select the site where the selected item is located. |
|
Warehouse |
The warehouse where the selected item is located. |
|
Location |
The location in the warehouse where the selected item is located. |
|
Pallet ID |
The unique identifier for the pallet on which the selected item is located. |
|
Overdelivery |
View or enter a percentage by which the number of items that the customer receives can exceed the order quantity. |
|
Underdelivery |
View or enter a percentage by which the number of items that the customer receives can be fewer than the order quantity. |
|
Mode of delivery |
View or select the mode of delivery according to the means of transport that is relevant for the current quotation. |
|
Product |
Configuration |
The model configuration for an item. |
Size |
The size of an item. |
|
Color |
The color of an item. |
|
Batch number |
Enter the batch number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment form or the Receive form, you can change the batch number for the transfer order line. |
|
Serial number |
The serial number dimension. If you select Edit lines and Explode lines in the upper section of the Shipment form or the Receive form, you can change the serial number for the transfer order line. |
|
Sub-BOM |
View or select the BOM number for the specific sub-BOM. If this field is left blank, the active number is used. |
|
Subroute |
View or select the route number for a specific subroute. If this field is blank, the active number is used. |
|
Product model number |
View or select the product model identification. |
|
Packing |
Bar code |
View or select the item's bar code in numbers. For information about setting up and using bar codes, see Bar codes (setup) (form). |
Bar code setup |
View or select the item's bar code type. For information about setting up and using bar codes, see Bar codes (setup) (form). |
|
Item tagging |
Select the check box if items must be tagged. |
|
Case tagging |
Select the check box if cases must be tagged. |
|
Pallet tagging |
Select the check box if pallets must be tagged. |
|
Foreign trade |
Transaction code |
View or select the terms of trade for the current quotation line for use with the Intrastat form. |
Transport |
View or select a means of transport for the project quotation for Intrastat reporting. |
|
Port |
View or select the port where the current delivery is loaded. The port is used in Intrastat reporting. |
|
Statistics procedure |
View or select a code for the current statistical procedure for Intrastat reporting. |
|
Triangular deal |
Select the check box to indicate whether the project quotation is a triangular deal. |
|
Commodity |
The commodity code for an item. |
|
Country/region of origin |
The region for delivery. |
|
State of origin |
The state for the delivery. |
|
Unit weight |
The unit of weight for an item |
General
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Quotation |
The unique identification number for the project quotation. |
Name |
View or enter the name of the customer or prospect that is associated with the project quotation. |
Prospect |
View or select the prospect for the project quotation. |
Type ID |
The selected prospect type. |
Customer account |
View or select the customer account that is associated with the order. |
Invoice account |
View or select the customer account number that will be invoiced for the project if the project quotation is accepted. |
Contact |
View or select the name of the contact. |
Project ID |
View or select the project that is associated with the project quotation. |
Transferred to forecast |
The check box is selected if a project quotation line is copied to a project forecast. |
Transferred to item requirement |
The check box is selected if a project quotation item is copied to item requirements. |
Forecast model |
The forecast model that will be used when quotation lines are copied to forecasts. |
Quotation status |
The status of the active project quotation. |
Quotation type |
The type of quotation. Quotation types include sales quotations, various project quotations, and service quotations. |
Type |
View or select the type of sale that the project quotation is for. |
Expiration date |
View or select the date by which the project quotation must be accepted. |
Follow-up date |
View or select the date on which to follow up on the project quotation with the customer. |
Created date and time |
The date and time that the project quotation was created. |
Setup
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Sales tax group |
View or select the customer’s sales tax group. |
Tax exempt number |
View or select the customer’s tax exempt number if the ordered goods are exempt from taxes. |
Sales taker |
View or select the worker who received the project quotation. |
Sales responsible |
View or select the worker who is responsible for the order. |
Language |
View or select the language for the project quotation. This language will be used for processing the quotation. |
Sales unit |
View or select a team of sales representatives who are responsible for a common project target. |
Sales origin |
View or select the default code for the sales origin. This code is copied from the Sales parameters field. |
Group ID |
The main categorization of a quotation template. |
Template name |
The unique name for the quotation template. The template name identifies the template so that you can select it when you create new quotations that are based on templates. |
Active |
Select this check box to activate the quotation template. Clear the check box to inactivate the quotation template. You cannot use a quotation template that has been inactivated. |
Address
This tab is displayed only in the header view of the form.
Button |
Description |
---|---|
Add address |
Enter a new address for the selected customer. |
Other address |
Select a different address that the project quotation can be sent to. |
Field |
Description |
---|---|
Name |
View or enter the name of the customer or prospect that is associated with the project quotation. |
Postal address |
View or select an address to use as the delivery address. |
Address |
The address information for the prospect or the customer. |
Delivery
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Requested receipt date |
View or select the date on which the customer originally wanted to have the order delivered. |
Requested ship date |
View or select the date on which the order should ship the order to meet the customer's requested receipt date. |
Delivery date control |
View or select a value to use to automatically calculate possible shipping and receipt dates. |
Mode of delivery |
View or select the mode of delivery according to the means of transport that is relevant for the current quotation. |
Delivery terms |
View or select the terms of delivery for the current quotation, such as FOB (free on board) or CIF (cost, insurance, freight). The terms of delivery specify delivery terms that are related to the change of ownership and costs of the delivery. The terms of delivery must exist in the Terms of delivery form. |
Mode of delivery |
View or select the mode of delivery according to the means of transport that is relevant for the current quotation. |
Delivery terms |
View or select the terms of delivery for the current quotation, such as FOB (free on board) or CIF (cost, insurance, freight). The terms of delivery specify delivery terms that are related to the change of ownership and costs of the delivery. The terms of delivery must exist in the Terms of delivery form. |
Delivery reason |
View or select the purpose of this order, such as sales, transfer to warehouse, or sample. |
Reason for export |
View or enter an explanation of why the goods are exported. |
Price/discount
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Currency |
View or select the currency code that is used for the amounts and prices of the selected project quotation. |
Payment |
View or select the terms of the invoice payment for the project quotation. |
Cash discount |
View or select the cash discount terms of the invoice for the project quotation. |
Price group |
View or select the price group from which pricing on the quotation lines should be derived. This field is used for pricing on the quotation lines. This includes all line types. The price group that you select is copied to a new project when you use the Link/Transfer wizard to create a new project. However, it does not change the project group selection when quotation lines are copied into an existing project. If you select a project ID on the quotation header, the price group will automatically be selected from the project. You can change that selection in this field. |
Packing
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Site |
View or select the site where the items are located. |
Warehouse |
View or select the warehouse where the ordered item located. |
Time zone |
The time zone of the shipping location. |
Item tagging |
Select the check box to indicate that item tagging is mandatory. |
Case tagging |
Select the check box to indicate that case tagging is mandatory. |
Pallet tagging |
Select the check box to indicate that pallet tagging is mandatory. |
Posting
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Reason |
View or select the reason why a project quotation was won or lost or why a lead was qualified or disqualified. |
Confirmation date |
View or enter the date of the project quotation transaction. |
Document title |
View or select the title of the project quotation to include in the quotation document. |
Document introduction |
View or enter the introduction that you want to include in the quotation document. |
Document conclusion |
View or enter the conclusion that you want to include in the quotation document. |
Foreign trade
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Transaction code |
View or select the transaction code for the current quotation line. This information is used in the Intrastat form. |
Transport |
View or select the means of transport for shipments that are associated with the selected quotation line. This information is used in the Intrastat form. |
Port |
View or select the port where shipments that are associated with the current quotation line are to be loaded. This information is used in the Intrastat form. |
Statistics procedure |
View or select a code for the current statistical procedure for Intrastat reporting. |
List code |
View or select the list code for the current invoice. The list code is used in conjunction with the EU sales list report. |
Reference
This tab is displayed only in the header view of the form.
Field |
Description |
---|---|
Customer requisition |
View or enter the customer requisition number. |
Customer reference |
View or enter the customer's reference information for the project quotation. |
Sales order |
The sales order number for the confirmed project quotation. This field contains a value only if the sales quotation has been converted to a sales order. |
Campaign ID |
View or select the unique identification for the campaign. |
Call list ID |
View or select the call list name that is used for telemarketing. |
Opportunity ID |
View or select the identification number of the opportunity for which the project quotation has been created. |
Financial dimensions
This tab is displayed only in the header view of the form.
View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).