Phase (form) [AX 2012]

Updated: February 17, 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 > Setup > Opportunities > Phase.

Use this form to create and maintain quotation phases, which are used to track the progress of a quotation.

Quotation phases describe the different stages of a quotation, and they are defined by the sales process of the organization. The quotation frequently starts as a lead, and ends as a contract or sales order.

As a quotation proceeds through its life cycle and data about the sales pipeline becomes more precise, the quotation phase should be updated.

An organization has studied its business process for issuing quotations, and it has found the following: First, a salesperson meets with an opportunity to determine requirements. Next, the salesperson may issue a quotation, which can be negotiated. Finally, the quotations are accepted and converted into sales orders.

Therefore, the quotation phases have the following simplified setup.

Phase

Description

Lead

The opportunity is not yet a customer. The sales department will set up a meeting.

Issued

The quotation has been sent to the opportunity. The sales department is waiting for a response.

Negot.

Negotiations for the quotation are in progress.

Accept

The quotation has been accepted by the opportunity and converted to a sales order.

Quotation phases are sorted by their position in the organization's timeline for the sales process. To set the sorting priority of quotation phases, you enter numbers in the Sort field field. This field defines the order in which a quotation passes through the quotation phases.

A quotation phase that has a value of 1 in the Sort field field has a higher priority than a quotation phase that has a value of 2, and so on.

The higher the sorting number is, the closer the quotation is to a contract or sales order.

The Lead phase comes before the Issued phase, and the sales process is completed with the Accept phase, as the previous example shows.

Quotation phases are ordered numerically by the value of the Sort field field, not alphabetically by the value of the Phase field.

The following table provides descriptions for the controls in this form.

Field

Description

Phase

Enter the name of the quotation phase.

Description

Enter a more precise description of the quotation phase.

Sort field

Enter the sorting order of the current quotation phase. The sorting order shows how close the quotation is to being accepted. The higher the number that you enter, the closer the quotation is to being accepted and converted to a sales order.


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