Mass create sales or project quotations (class form) [AX 2012]

Updated: October 18, 2012

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 > Mass create quotations.

–or–

Click Project management and accounting > Periodic > Quotations > Mass create quotations.

Use this form to create several quotations at the same time.

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

Tab

Description

General

View and enter criteria.

Batch

Prepare the batch processing.

Button

Description

Select

Open the Inquiry form, in which you can modify and filter the query that generates the quotations. The values that you select in the Field and Criteria fields in the query are reflected in the fields on the General tab. For more information, see Inquiry (form).

Recurrence

Set up recurring batch jobs.

Alerts

Set up alerts for batch jobs.

Field

Description

Quotation type

The type of quotations that you are about to create.

Account type

Select an account type:

  • Prospect – The account type is a prospect.

  • Customer – The account type is a customer.

Group ID

Select a template group. For more information, see Quotation template groups (form).

Template name

Select a template from the template group.

Calculation method

Select the prices to use for the quotations. If you select Based on current values, the prices are based on the item card. If you select Based on template values, the prices are based on the selected quotation template.

Expiration date

Select an expiration date for the new quotation.

Account

The account of the prospect.

Table source

The source table that you will use for the mass creation.

Job title

The job title of the contact.

Inactive

Indicates whether the contact is active or inactive.

Batch processing

Select this check box to run the task as a batch job.

Caption

The description of the task that should be run as a batch job.

Batch group

Select the group that the task should be attached to.

Private

Select this check box to makes sure that the task can be run only by the user who ordered the batch job.


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

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