Project quotation (form)

Article
10/09/2018

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

Click Project management and accounting > Common > Quotations > Project quotations. Select a project quotation. On the Action Pane, on the Quotation tab, in the Maintain group, click Edit.

Use this form to create or update project quotations and inquire about project quotations for customers or prospects. By default, the form opens in line view. Only limited information about the header is displayed, and you can enter detailed information about lines. To view or change information about the header, click Header view on the Action Pane.

Note

A project quotation can’t be modified if it has been sent to the customer and the project quotation's status is Sent.

Tasks that use this form

Create a project quotation

Delete project quotations

Copy project quotations

Copy a stored address to a project sales quotation

Create, modify, and delete project quotation templates or template groups

Update project quotations

Navigating the form

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

Project quotation actions

Action button	Description
Edit	Activate the fields in the form so that you can make changes to the project quotation.
Delete	Delete the project quotation.
Project quotation	Create a project quotation.
Header view	View header and header-related information.
Line view	View the header and line information together. You can view more information about lines in the Lines table and on the Line details FastTab.
From all	Copy all information from an existing project quotation to a new project quotation.
Totals	View the totals values of the project quotation.
Attachments	View documents that are already attached to a selected record, or attach documents to the selected record.

Quote actions

Action button	Description
Sales tax	View the sales taxes for items that will be included in the order.
Send quotation	Send a project quotation to a customer and update the quotation status from Created to Sent.
Simulate delivery dates	View possible ship and receipt dates for item lines. These dates are calculated by using the shipping, transport, and customer calendars.
Customer	View information about the customer who is associated with the project quotation.
Prospect	View information about the customer who is associated with the project quotation.
Prices	View the trade agreements that are associated with the customer for whom the quotation has been prepared.
Quotation journal	View related project quotations that have been sent or confirmed.
Quotation confirmation journal	View related quotations that have been confirmed.

Follow up actions

Action button	Description
Confirm	Confirm a quotation that has a status of Created or Sent and update the status to Confirmed.
Cancel	Update the status of a canceled project quotation from Created or Sent to Canceled.
Lost quotation	Update the status of a lost project quotation from Created or Sent to Lost.
Convert to customer	Convert a prospect to a customer.
Change reason code	Update the reason code for the project quotation.
Transfer to project	Link a quotation to a project and transfer the quotation to a project forecast.

General actions

Action button	Description
Print management	Set up print options for originals and copies of project quotations. This information controls the way that project quotations are printed during the posting and confirmation process.
Activities	Open a menu that contains the following items: View activities – View a list of activities that are assigned to you or another worker. New action – Create an action. Schedule appointment – Create an appointment. Record event – Create an event. New task – Create a task.
Contact details	Record or view contact information for the project quotation.
Supplementary sales items	Create and manage extra items to be added to the project quotation lines when a certain quantity of an item is purchased.
Alternative quotations	Create one or more alternative quotations that you want to link to an original project quotation.

Project quotation header

This tab is displayed only in the line view of the form.

Button	Description
Add address	Create a new address record for the project quotation.
Other address	Select another delivery address for the project quotation.

Field	Description
Name	The name of the customer or prospect that is associated with the project quotation.
Postal address	View or select an address that is associated with the customer or prospect.
Project ID	View or select the project that is associated with the project quotation. If you do not select a project, you can link it to a new or existing project after it is confirmed.
Transferred to forecast	If the check box is selected, the project quotation lines have been copied to a project forecast.
Transferred to item requirement	If the check box is selected, the project quotation lines have been copied to project item requirements.

Lines

This tab is displayed only in the line view of the form.

Button	Description
Add line	Add a new line to the project quotation.
Remove	Delete the selected project quotation line.
Project quotation line	Open a menu that contains the following items: Copy from all – Copy lines from another quotation. Supplementary items – View the mandatory and optional supplementary items that are associated with the selected line. Attachments – View the document references and notes that are attached to the selected line. You can also display and create notes and documents, and modify and print existing documents. Dimensions display – View the inventory dimensions that are associated with the selected line.
Inventory	Open a menu that contains the following items: On-hand – View on-hand inventory for the current item by product and storage dimensions Lot – Query receipt and issue transactions for the same lot number. Transactions – View all of the inventory transactions for the item, represented as receipt or issue transactions. Dimensions – Track inventory dimensions in one window.
Product and supply	For an item transaction, open a menu with options that allow you to configure the product model of the selected item or to view a report of the configuration.
Update line	Open a menu with the following item: Based on BOM – Perform BOM calculations for a costing version.

Field	Description
Transaction type	(Required) View or select the transaction type for a new quotation line.
Project category	(Required) View or select the project category for a quotation line item. The options are based on the selected transaction type.
Sales category	View or select the sales category for an item transaction. This field is required for item transactions and will be automatically entered when an item number is selected.
Item number	View or select the item number for an item transaction. This is not required for category-based lines.
Worker	View or select the worker who is associated with the quotation line.
Quantity	View or select the quantity for an item transaction.
Unit price	View or select the proposed unit price for an item transaction.
Net amount	The extended amount for an item transaction.
Project date	The expected project quotation transaction date. Open the calendar to change the date.
Description	View or enter the description for a quotation line.
Line property	(Required) View or select the line property for the quotation line.
Site	View or select the site where the items are located. This field is required for an item transaction.