Quotation template groups (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 > Setup > Quotations > Template groups.

–or–

Click Project management and accounting > Setup > Quotations > Quotation template groups.

Use this form to create and maintain quotation template groups.

Sales quotation template groups are used to ease the categorization of quotation templates.

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

Field

Description

Group ID

Enter a unique quotation group identification. Quotation groups can contain many quotation templates. They are defined when you create the sales or project quotation templates.

Description

Enter a description of the template group.


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

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