Quotation type (form) [AX 2012]

Updated: March 14, 2011

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 > Setup > Quotations > Type.

Use this form to create and maintain the types of quotations that you have. You use quotation types to categorize your quotations. Quotation types are also used for statistics for sales management, because they help track and analyze the types of quotations that were issued.

When you create a quotation, you must define the quotation type.

The following table provides descriptions for the controls in this form.

Field

Description

Type

A description of the quotation type.

Description

The category of quotation, such as campaign or one-time offer.


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

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