Quotation template groups (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 > Setup > Quotations > Template groups.

–or–

Click Project management and accounting > Setup > Quotations > Quotation template groups.

Use this form to create and maintain quotation template groups.

Sales quotation template groups are used to ease the categorization of quotation templates.

Task that uses this form

Create template groups

Create, modify, and delete project quotation templates or template groups

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

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