Lose quotation (class form)
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 a sales quotation, or click Sales quotation to create a sales quotation. On the Action Pane, on the Follow up tab, click Lost quotation.
Click Project management and accounting > Periodic > Quotations > Lose quotation.
–or–
Click Project management and accounting > Common > Quotations > Project quotations. Select or open a quotation. On the Action Pane, on the Follow up tab, in the Generate group, click Lost quotation.
Use this form to update the status of a sales quotation from Created or Sent to Lost.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
General |
View and select information to indicate why a quotation was lost or canceled. |
Batch |
Set up a batch job to register lost quotations. For more information about this tab and its fields, see Processing batch jobs. |
Buttons
Button |
Description |
|---|---|
Select |
Open and modify the query that the update process is based on. |
Fields
Field |
Description |
|---|---|
Reason lost or canceled |
Select the reason why the quotation was lost or canceled. |
Quotation type |
The type of the quotation. |
Template name |
The name of the template that was used for the quotation. |
Quotation |
The identifier of the quotation. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).