Confirm quotation (class form) [AX 2012]

Updated: April 19, 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 > 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.

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

Tab

Description

Parameters

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

Other

View the expiration date of the sales quotation.

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.

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.

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).

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