Transfer quotation to project wizard

  • Article

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

Click Project management and accounting > Common > Quotations > Project quotations. Select a quotation, and then, on the Action Pane, on the Follow up tab, in the Modify group, click Transfer to project.

Use this wizard to associate a quotation with a project and transfer the quotation transactions to a project forecast.

Note

Only quotations that have a status of Confirmed can be associated with a project.

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

Pages

Page

Description

Welcome

Review information about the steps that the wizard guides you through to transfer a project quotation to a project.

Create a new or select an existing project

Select an option to indicate how to associate the quotation with a project. You can associate a quotation with an existing project or a new project.

Select project

Select the project to associate with the quotation. This page opens if you selected Existing project on the Create a new or select an existing project page.

Create project

Create a new project to associate with the quotation. This page opens if you selected New project on the Create a new or select an existing project page. For more information about how to create a project, see Create a project.

Transfer quotation to project forecast

If you want to transfer the quotation lines to the project forecast, select the Transfer to project forecast check box, and then, in the Model field, select the forecast model to use.

The forecast model defines preferences for how you want to view the progress of a project, such as whether WIP transactions are included in the forecast, and whether a forecast model is restricted to budgetary control.

Items transferred to item requirements

Select this check box to create item requirements for the quotation items that are listed in the grid.

Button

Button

Description

New...

Create a new project contract to associate with the new project.

Fields

Field

Description

Existing project

Select this option to associate the quotation with an existing project.

Note

You can associate quotations only with projects that have the same customer as the quotation.

New project

Select this option to associate the quotation with a new project.

Project ID 
(For an existing project)

Select the project to associate the quotation with.

Project type 
(On the Create project page)

Select the type of project that you are creating. For more information, see About using the Time and material project type for a fixed-price project.

Project ID 
(On the Create project page)

Enter an identifier for the project.

Name 
(On the Create project page)

Enter a name for the project.

Project group 
(On the Create project page)

Select a project group for the project. The project must belong to a project group of the same type.

Project contract ID 
(On the Create project page)

Select a project contract for the project.

Customer account 
(On the Create project page)

Select a customer for the project. The customer that you select must be the same as the customer for the quotation.

Create estimate project 
(On the Create project page)

Select this check box if you want to process estimates for the project.

This option is available only if you are creating a Fixed-price project.

Note

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Cost template 
(On the Create project page)

If you selected the Create estimate project check box, select a cost template for the project.

Note

In Microsoft Dynamics AX 2012 R2, the Cost template field is located in the Project groups form.

Period code 
(On the Create project page)

If you selected the Create estimate project check box, select a period type for the project to specify how frequently estimates are calculated.

Note

In Microsoft Dynamics AX 2012 R2, the Period code field is located in the Project groups form.

Transfer to project forecast

Select this check box if you want to transfer the quotation transactions to a project forecast.

Model

If you selected the Transfer to project forecast check box, select a forecast model for the project forecast.

Transfer to item requirement

Select this check box if you want to transfer the quotation items to item requirements for the project.

Note

Item requirements are not created for a new project.

See also

Create a project quotation

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