Register winning competitors [AX 2012]

Updated: October 17, 2012

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

When a sales quotation does not result in a sale, you can register the winning competitor on the quotation. You can use this information for future reference and for statistics. To register the winning competitor, you must have registered competitors on the quotations in question.

  1. Click Sales and marketing > Common > Opportunities > All opportunities. Create a new opportunity or double-click an existing opportunity to open it.

  2. In the Opportunities form, click the Competitors FastTab, and then add a new line or select the competitor that won the order.

  3. Select the Winner check box for the winning competitor.

Note Note

You can register more than one winner of a quotation, but the reason the quotation did not result in a sale can be associated only with the first competitor who is defined as the winner.

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