Quotation journal (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 > Inquiries > Journals > Quotation.

Use this form to display all quotations that have been sent or confirmed. Sales quotations that have been sent and subsequently lost or canceled are also displayed.

Navigating the form

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

Tabs

Tab	Description
Overview	View a list of sales quotations.
Lines	View the details of the sales quotation lines for the selected sales quotation.

Buttons

Button	Description
Preview/Print	Click Preview/Print > Copy preview to view or print a copy of the sales quotation by using the current form setup parameters. Click Preview/Print > Original preview to view or print the original printed sales quotation by using the current form setup parameters. Click Preview/Print > Use print management to reprint the sales quotation by using the current form setup parameters.
Charges	Create, modify, or view any charges that have been added to the selected sales quotation or the selected sales quotation line.
Sales tax	View any sales tax transactions that are expected for the selected sales quotation.
Send...	Send the selected quotation electronically in XML format.
Inventory	Click Inventory > Lot transactions to view the lot transactions that are expected for the item on the selected sales quotation line. Click Inventory > Dimensions display to specify the inventory dimensions to display in this form.

Fields

Field	Description
Invoice account	The invoice account of the customer who will be invoiced. This account can differ from the customer who placed the order.
Prospect	The business account number of the prospect to whom the sales quotation is sent.
Date	The date when the quotation journal was posted.
Document number	The unique quotation number. The quotation number consists of the sales order number and a sequential number as a suffix.
Deadline	The last date for acceptance of the quotation.
Currency	The currency code that is used for the amounts and prices of the active quotation.
Quotation amount	The total amount of the sales quotation.
Language	The language that is used when the sales order or sales quotation is printed or invoiced.
Sales order	The order from which the line is generated.
Quotation	The identifier of the quotation.
Activity	The identifier of the project activity.
Transaction type	The type of project transaction that is used when quotation information is transferred to a project.
Category	The project category that is used by default.
Line property	The option that defines cost and sales percentages and options for revenue accrual and capitalization cost.
Item	The identifier of the item that has been quoted.
Sales category	The category from the sales category hierarchy. For lines that are identified by a unique product number, the category is automatically derived from the product. For lines that are identified by a description and a category only, the category must be selected on the line. Note The sales category is used to group similar goods for statistical purposes. The sales category might also govern how the transaction is posted and processed.
Quantity	The quantity that has been quoted.
Unit price	The sales price of the quoted item.
Description	The description of the transaction.
Discount percent	The discount percentage that is calculated based on the Discount field.
Discount	The discount for the quotation.
Amount	The line amount.
Sales tax included in amount	The sales tax amount that is included in the line amount, because sales tax is included in prices.

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