Update alternative quotations

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Alternative quotations form links quotations for the same customer or prospect, and ensures that the linked quotations all have the same status.

For example, all of the linked quotations can have a status of Sent. Then, if the status of one of the quotations is updated to Confirmed, a dialog box prompts you to provide the reason why the remaining linked quotations were lost.

Click Sales and marketing > Common > Sales quotations > All quotations. On the Action Pane, on the General tab, click Alternative quotations.

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Click Accounts receivable > Common > Customers > All customers. Select a customer line. On the Action Pane, on the Sell tab, click Quotations > All quotations. On the Action Pane, on the General tab, click Alternative quotations.

–or–

Click Sales and marketing > Common > Sales quotations > All quotations. On the Action Pane, on the General tab, click Alternative quotations.