Sales quotation report (SalesQuotation) [AX 2012]

Updated: May 11, 2011

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

You can use the Sales quotation report to print the sales quotation business document that contains an offer to sell to a customer or prospect.

There are several parameters that can be used to filter the data that is displayed on the report. For more information, see Filter the data on a report.

For additional information about how to configure the filters for this report, see Send quotation (class form).

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

SalesQuotation

Location of report in the AOT

SSRS Reports\Reports\SalesQuotation

Menu item of the report

SalesQuotation

SalesQuotationCopy

SalesQuotationOriginal

Navigation to the report

Click Sales and marketing > Common > Sales quotations > All quotations. Click Quote and then Quotation.

The data on this report comes from the following sources:

  • SalesQuotationDetailsTmp table

  • SalesQuotationHeaderTmp table

NoteNote

To learn where the data in the temp tables comes from, view the cross-references for the SalesQuotationDP.processReport.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


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

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