Confirm quotation (class 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 Sales and marketing > Periodic > Quotation update > Confirm quotation.

–or–

Click Project management and accounting > Periodic > Quotations > Confirm quotation.

–or–

Click Project management and accounting > Common > Quotations > Project quotations. Select or open a quotation. On the Action Pane, on the Follow up tab, in the Generate group, click Confirm.

Use this form to confirm a quotation that has a status of Created or Sent and to update the quotation status to Confirmed.

The sales quotation is converted to a sales order and you can no longer modify the sales quotation.

Navigating the form

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

Tabs

Upper pane

Tab	Description
Parameters	Specify why the sales quotation was won and select other parameters.
Other	View the expiration date of the sales quotation.

Parameters

Specify why the sales quotation was won and select other parameters.

Other

View the expiration date of the sales quotation.

Lower pane

Tab	Description
Overview	View the overview of the sales quotation.
Setup	View the date that will be given to the update job.
Lines	View the overview of the sales quotation lines.
Quotation	View the quotation number and customer name.

Buttons

Button	Description
Select	Open and modify the query behind the update process.
Options	Open the Printer setup form, in which you can set up the output target for the update process and printer parameters.
Batch	If the update process is to run as a batch job, open the Batch processing form, in which you can set up the batch parameters. For more information, see Submit a batch processing job from a form.

Fields

Field	Description
Reason	If available, select the reason why the sales quotation was won. You can leave this field blank, but selecting a reason improves the quality of any quotation or sales statistics, if these are used by your organization.
Late selection	Select this check box to select data later in the quotation process.
Print confirmation	Select this check box to print a confirmation and to enable print management in the Use print management destination field.
Use print management destination	Select this check box to use the printer setup from print management. For more information, see Set up print management for a module.
Expiration date	The expiration date of the sales quotation.
Quotation	The quotation identification.
Account	The prospect’s account number.
Customer account	The customer account number.
Name	The description of the quotation.
Currency	The code of the current currency.
Date of update	The transaction date.
Item number	The unique, user-defined code that is assigned when items are created.
Sales category	The category from the sales category hierarchy.
Text	The description of the item on the quotation line.
Quantity	The number of sales units.
Net amount	The line amount. This includes any discounts.
Delivery name	The name or company name that is registered at the delivery address.
Mode of delivery	The unique identification of the delivery mode.

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