Sales quotation report (SalesQuotation)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can use the Sales quotation report to print the sales quotation business document that contains an offer to sell to a customer or prospect.
How to filter the data on this report
There are several parameters that can be used to filter the data that is displayed on the report. For more information, see Filter the data on a report.
For additional information about how to configure the filters for this report, see Send quotation (class form).
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
SalesQuotation |
Location of report in the AOT |
SSRS Reports\Reports\SalesQuotation |
Menu item of the report |
SalesQuotation SalesQuotationCopy SalesQuotationOriginal |
Navigation to the report |
Click Sales and marketing > Common > Sales quotations > All quotations. Click Quote and then Quotation. |
Where the data in this report comes from
The data on this report comes from the following sources:
SalesQuotationDetailsTmp table
SalesQuotationHeaderTmp table
Note
To learn where the data in the temp tables comes from, view the cross-references for the SalesQuotationDP.processReport.
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).