Cancel quotation (class form) [AX 2012]

Updated: October 17, 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 > Common > Sales quotations > All quotations. Double-click to open a quotation. On the Follow up tab, click Cancel.

–or–

Click Sales and marketing > Periodic > Quotation update > Cancel quotation.

–or–

Click Project management and accounting > Common > Quotations > Project quotations. Double-click to open a quotation. On the Follow up tab, click Cancel.

–or–

Click Project management and accounting > Periodic > Quotations > Cancel quotation.

Use this form to update one or more sales or project quotations from the status Created or Sent to the status Canceled.

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

Tab

Description

General

Enter information that is required to cancel one or more quotations.

Batch

For more information about how to run a batch job, and about the controls on this tab, see Submit a batch processing job from a form, Processing batch jobs, and Set up batch processing (class form).

Button

Description

Select

Open and edit the query behind the update process.

Field

Description

Reason lost or canceled

Select the reason for canceling the quotation.

Sales quotation

The information displayed in this section is determined by your selections when you create a query.


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

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