About follow-up days on sales quotations [AX 2012]

Updated: December 13, 2010

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

You can specify how long a sales quotation remains valid and when follow-up on the sales quotation should begin.

You can specify how long a sales quotation is valid by entering a whole number in the Days campaign expires field.

The expiration date is calculated by adding the number of days that you specified in the Days campaign expires field to the date when the sales quotation was created. If you do not enter a value in the Days campaign expires field, the expiration date equals the date when the sales quotation was created.

You can also change the expiration date.

You can specify the default start date of a planned follow-up activity for the sales quotation by entering a whole number in the Days before follow-up field.

The start date of the follow-up activity for the sales quotation is calculated by subtracting the number of days that you specified in the Days before follow-up field from the expiration date of the sales quotation. The expiration date is a default date only and can be changed.

If you do not enter a value in the Days before follow-up field, the start date of the follow-up activity equals the expiration date of the sales quotation.

To automatically create follow-up activities for sales quotations:

  1. Click Sales and marketing > Setup > Sales and marketing parameters.

  2. On the Activities tab, in the Quotation default activity section, select Yes, Prompt, or Advanced prompt in the Create activity field.

    NoteNote

    Ensure that you specify a salesperson to be responsible for the sales quotation in the Sales quotation form.

You set the expiration day to 10 and the follow-up day to 2, and you then create a sales quotation on day 1. The expiration date for the sales quotation is day 11.

If you enabled automatic creation of follow-up activities for a sales quotation, and if a salesperson was specified for the sales quotation, a follow-up activity is created for the salesperson. The start date of the follow-up activity is day 9, because day 11 (the expiration date of the sales quotation) minus 2 days is day 9.

If day 9 is not a workday, an earlier start date is assigned to the follow-up activity. The new start date is a workday that is as close as possible to the original start date.


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

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