![]() ![]() This screen will pop up, where you can adjust who you are sending the email to. Next, add your line item(s) for the sales order and then click “Print/Send,” followed by “Email Confirmation.” From here, you can select “New Document,” followed by “Sales Order.” To start, open Microsoft Dynamics 365 Business Central and go to the customer record. The iSolutions app created this convenient feature to allow a customer to approve a sales invoice and pay it online. In the Reason lost or canceled field, select the reason that the quotation was canceled from the drop-down list.Ĭlick OK to accept the update and change the quotation status to Canceled.Sending sales order confirmations saves time for both the merchant and customer. On the Follow up tab, in the Generate group, click Cancel to open the Cancel quotation form. Select the quotation that you want to cancel. The system then sets the quotation status to Lost.Īny quotation with the status of Sent can be canceled. ![]() In the Reason lost or canceled field, select from the drop-down list the reason that the quotation was lost.Ĭlick OK to accept the update. On the Follow up tab, in the Generate group, click Lost quotation to open the Lose quotation form. Select the quotation that you want to register as lost. You can update the status of all Sent quotations to Lost, if you have lost the quotations. Use the sales order form for additional processing. The quotation is now converted to a sales order. In the Confirm quotation form, select the Print confirmation check box if you want to print the quotation.Ĭlick OK to accept the update and change the quotation status to Confirmed. On the Follow up tab, in the Generate group, click Confirm to open the Confirm quotation form. Select the quotation that has been accepted and confirmed by the prospect. You can confirm any quotation with the status of Created. In the Send quotation form, click the Options button to select whether you want the quotation sent to Screen, E-mail, File, Print archive, or Printer.Ĭlick OK to accept the update and change the quotation status to Sent. On the Quotation tab, in the Generate group, click Send quotation to open the Send quotation form. Select the quotation that you want to send to the prospect. ![]() ![]() You can either send it directly by using e-mail, or you can print it out and send it by mail.Ĭlick Sales and marketing > Common > Sales quotations > All quotations. Send quotationĪny quotation with the status of Created can be sent to the prospect for confirmation. When you have created a quotation, you can select the update action that you want to perform on the quotation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 For the latest documentation, see Microsoft Dynamics 365 product documentation. This content is archived and is not being updated. ![]()
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January 2023
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