Confirmation journal (form) [AX 2012]

Updated: January 26, 2012

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

Click Sales and marketing > Inquiries > Journals > Quotation confirmation.

Use this form to display all quotations that have been confirmed. Sales quotations that were confirmed, but that were subsequently lost or canceled, are not displayed in this form. These quotations are treated as sales orders.

The following tables provide descriptions for the controls in this form.

Tab

Description

Overview

View a list of sales quotations. The information that is displayed includes the customer or business account number, sales quotation number, sales order number, project or invoice project number, sales currency, language, and quotation amount.

Lines

View details of the sales quotation lines for the selected sales quotation.

Button

Description

Preview/Print

Click Preview/Print > Copy preview to display or print a copy of the printed sales quotation by using the current form setup parameters.

Click Preview/Print > Original preview to display or print the original printed sales quotation by using the current form setup parameters.

Click Preview/Print > Use print management to reprint the sales quotation by using the current form setup parameters.

Charges

View any charges that have been added to the active sales quotation or quotation line.

Sales tax

View any expected sales tax transactions that are associated with the active sales quotation.

Inventory

View the expected lot transactions or specify the inventory dimensions to display in this form.

Field

Description

Invoice account

The identifier of the customer who will be invoiced.

Sales order

The sales order that is based on the confirmed quotation.

Date

The date that the confirmation journal was posted.

Document number

The identifier of the confirmed quotation.

Currency

The currency code that is used for the current confirmed quotation.

Quotation amount

The currency amount for the current confirmed quotation.

Sales order

The identifier of the sales order that contains the confirmed lines. If you make a summary update, a confirmed quotation can contain lines that originated from several sales orders.

Item

The identifier of the item that has been confirmed.

Sales category

The category from the sales category hierarchy. For product-based lines that are identified by a unique product number, the category is automatically derived from the catalog. For description-based lines that are identified by a description and a category only, the category must be selected on the line.

NoteNote

The sales category is used to group similar goods for statistical purposes. The category might also govern how the transaction is posted and processed.

Description

The free-text description of the item or service on the line. This description is taken from the Text field on the quotation. The description is used on reports and documents.

Quantity

The quantity that has been confirmed.

Unit price

The price per unit of the confirmed item.

Discount percent

The discount percentage that is calculated for the sale.

The Discount percent and Multiline discount percentage fields are used to calculate the value of this field, based on the discount amount.

Discount

The discount amount that is calculated for the sale.

The Discount and Multiline discount fields are used to calculate the value of this field, based on the discount amount.

Sales tax included in amount

The amount of sales tax that is included in the amount, because sales tax is included in prices.


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

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