Mass create quotations from a campaign [AX 2012]

Updated: October 18, 2012

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

  1. Click Sales and marketing > Periodic > Quotation update > Mass create quotations.

  2. On the General tab, in the Group ID field, select a template group.

  3. In the Template name field, select a template.

  4. In the Calculation method field group, select an option to define the prices that you want to use for the quotations:

    • Based on current values – Use the prices on the item card.

    • Based on template values – Use the prices that are specific to the selected quotation template.

  5. In the Expiration date field, select the expiration date for the quotations. The default value in this field is determined by the number of days that you define in the Days campaign expires field in the Accounts receivable parameters form.

  6. Click the Select button to modify and filter the query that generates the quotations.

    NoteNote

    You can filter the contacts by using the Title, VIP and Direct mail fields to select the relevant contacts.

    If no contacts are selected or filtered, sales quotations for the customer or business relation are sent to all contacts who are associated with this customer or business relation.

    If no contacts are associated with the customer or business relation, no sales quotations are created.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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