Create template groups [AX 2012]

Updated: February 1, 2011

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

To use quotation templates, you must organize them into template groups. You must create the template groups before you can create quotation templates.

  1. Click Sales and marketing > Setup > Quotations > Template groups.

  2. Press CTRL+N to create a new template group.

  3. In the Group ID field, enter a unique name for the template group.

  4. In the Description field, enter a description of the template group.

  5. Close the form to save your changes.

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