Copy project quotations [AX 2012]

Updated: March 24, 2011

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

Use the following procedure to copy all or part of a project quotation.

NoteNote

Only quotations with a status of Created can be copied or edited.

  1. Click Project management and accounting > Common > Quotations > Project quotations.

  2. Select or open a project quotation.

  3. On the Action Pane, on the Project quotation tab or Quotation tab, in the Copy group, click From all.

  4. Under Setup, at the top of the Copy from all form, select one or more of the following options:

    • Select the Copy precisely check box to copy all dimensions, sales tax, and ledger accounts to the new project quotation. Delivery dates are not copied.

    • Select the Delete quotation lines check box to delete any project quotation lines in the new project quotation before you copy project quotation lines from this form.

    • Select the Copy quotation header check box to copy information from the selected project quotation to the new project quotation.

  5. On the Quotation tab or the Quotation journal tab, select the quotation that you want to copy information from.

  6. If you want to copy all quotations lines that are associated with the quotation, select the Select all check box.

    –or–

    If you want to copy only some of the quotation lines, in the lower details grid, select the Mark check box next to the quotation lines that you want to copy.

  7. When you are finished, click OK.

TipTip

You can see the quotation lines that you have selected to be copied to the quotation on the Show selected transactions tab.


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

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