Quotation prognosis (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 > Opportunities > Prognosis.
Use this form to create and maintain prognosis codes for quotations.
Example
A company uses the following setup for quotation prognoses. This setup represents the company's business process and sales experiences.
Prognosis |
Prognosis from days |
Prognosis to days |
Description |
|---|---|---|---|
< 1 month |
1 |
30 |
Within one month |
2-3 months |
31 |
90 |
Within 3 months |
4-6 months |
91 |
180 |
Within 6 months |
7-12 months |
181 |
365 |
Within 12 months |
> 12 months |
365 |
730 |
Not within the next 12 months |
The company's salesperson creates a quotation on May 1, 2004, and sets the prognosis code to 2-3 months.
The quotation is expected to take at least 31 days to become a sales order (May 1 + 31 days, or June 1, 2004), or at most 90 days (May 1 + 90 days. or July 29, 2004).
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
|---|---|
Prognosis |
The prognosis code. The prognosis code reflects the time that it is expected to take for the quotation to become a sales order. |
Prognosis from days |
The minimum number of days of the prognosis code until the quotation is expected to become a sales order, measured from the quotation date. |
Prognosis to days |
The maximum number of days of the prognosis code until the quotation is expected to become a sales order, measured from the quotation date. |
Description |
A more precise description of the prognosis code for the quotation. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).