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).