Delete quotations (form)

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 > Periodic > Clean up > Delete quotations.

-or-

Click Project management and accounting > Periodic > Quotations > Delete quotations.

Use this form to delete multiple quotations at the same time. To delete the selected quotations, click OK. You are asked to confirm the deletion before the quotations are deleted.

Tasks that use this form

Mass delete quotations

Delete project quotations

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

Tabs

Tab

Description

Overview

View the quotations that you selected for deletion.

Lines

View the lines of the individual quotations.

Buttons

Button

Description

Select

Use the query to select the quotations that you want to delete.

Batch

Set up a batch job for deleting quotations. For more information, see Submit a batch processing job from a form.

Fields

Field

Description

Quotation

Review the quotation identification number from the Sales quotation.

Customer account

View the customer account number, if the recipient of the quotation is already a customer.

Name

View the name of the customer or business relation.

Created date

View the date and time that the quotation was created.

Expiration date

View the calculated or inserted expiration date.

Quotation status

View the quotation status, which can be created, confirmed, lost, or canceled.

Quotation type

View the type of quotation. Quotation types can be sales, various project types, or service quotations.

Currency

View the currency code that is used for the amounts and prices of the active sales quotation.

Item number

View a unique, user-defined code that is assigned when items are created.

Item numbers are generated by linking the item number to a number sequence.

Quantity

View the quantity by which the quotation totals are reduced.

Net amount

View the net amount of the quotation line.

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