Send 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 > Periodic > Quotation update > Send quotation.

–or–

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

Use this form to send a sales quotation with the status Created and to update the status to Sent.

The sales quotation cannot be edited once it is sent to a customer.

Navigating the form

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

Tab	Description
Parameters	Select whether the sales quotation is to be printed in the Print quotation check box. Printing in this context means generating visible output, such as printing to the screen, a text file, an e-mail, or a physical document.
Other	Define the level of credit limit checking when invoicing the sales quotation.

Parameters

Select whether the sales quotation is to be printed in the Print quotation check box.

Printing in this context means generating visible output, such as printing to the screen, a text file, an e-mail, or a physical document.

Other

Define the level of credit limit checking when invoicing the sales quotation.

Tab	Description
Overview	Overview of the sales quotation.
Setup	Date to be given to the update job.
Lines	Overview of the sales quotation lines.
Quotation	View the quotation number and customer name.

Button	Description
Select	Opens and edits the query behind the update process.
Options	Sets up the output target for the update process and printer parameters.
Batch	If the update process is to run as a batch job, clicking this button opens a dialog where you can set up the batch parameters.

Field	Description
Expiration date	Calculated or inserted expiration date.
Quotation	Quotation identification.
Prospect	Customer or vendor account number. Use this extended data type (ExternalAccount) to create customers and vendors. Alphanumeric characters are allowed. Enter the length of the longest possible account number. Select between Left adjusted and Right adjusted.
Customer account	Customer or vendor account number. Use this extended data type (ExternalAccount) to create customers and vendors. Alphanumeric characters are allowed. Enter the length of the longest possible account number. Select between Left adjusted and Right adjusted.
Name	Description of the quotation.
Currency	Current currency code.
Date of update	Transaction date.
Quotation	Identifies the quotation.
Item number	Unique user-defined code that is assigned when items are created. We recommend that you not use special characters or spaces in the item number. Item numbers can be system generated by linking the item number to a number sequence.
Quantity	Number of sales units.
Net amount	Line amount including discount.