Try quotation enhancements in subscription billing

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Feb 28, 2023

Business value

Today, many customers import Billing schedule information from an external system where quotations can be generated. Customers who start with a Billing schedule don't have an existing process to create a quotation within Dynamics 365 Finance.

Feature details

Enhancements to Subscription billing – Recurring contract billing enable generating sales quotations using the pre-existing quotation report from a Billing schedule. Along with generating the quotation report, data is stored in existing Sales quotation tables so you can reprint quotations.

See also

Recurring contract billing parameters (docs)