1. Create Sales Quotation
Sales Quote can create without Opportunity.
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For more information, please see https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-make-offers
2. Create Sales Quotation from Opportunity
Step 1 - Select Opportunity then click Create Sales Quote from Action Bar |
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Step 2 - Enter Sales Quotation Information. |
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Sales Quote card page to be prompt, fill up key fields in Sales Quote and remaining fields as necessary. |
General Tab Fields | Details | No. | According to system setup, sales quote no auto generate by system | Customer No | Default from Opportunity Please note, Customer is not required for create Opportunity. However, Customer must in exist when create sales quote. | Contact No | Default from Contact if any | Salesperson Code | Default from Opportunity. User can select from Salesperson list if the value is not in related opportunity. | Quote Valid to Date | Enter the Quote Valid to Date if any | Opportunities No | Default by system if create from Opportunities | Status | Status to be changed to Released when user click the action button to release the Sales Quote. |
Line Tab | Fields | Details |
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Type | Select [Item] for item from item card. Blank if enter free text in description | No | Enter Item No. or select from item list if the Type is Item | Description | Item Description default from item cards, user can edit the description in the quotation line. | Description 2 | Description 2 default from item cards, user can edit the description in the quotation line. | Chinese Description | Chinese Description default from item cards, user can edit the description in the quotation line. | Quantity | Enter the quantity for the item | Unit of Measure Code | Unit of Measure default from Item Card | Unit Price Excl. VAT | Unit Price for the item | Line Discount | Enter the Line Discount % or Line Discount Amount for the item line if any | Invoice Discount Amount | Enter the Inv. Discount Amount Excl. VAT or Invoice Discount % if any. |
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3. Get Recurring Sales Lines
If you have set up recurring sales lines for the customer, then you can insert these lines on the order by choosing the Get Recurring Sales Lines action.
4. Copy Document
User can select [Copy Document] action to copy data from existing Quotation.
- To Copy Document, select [Copy Document] action then fill up the options and then click [OK] to confirm.
5. Archive Document (i.e. Version)
- When print the quotation, system default Archive Document when Print the Document. System will not archive the document if user select Preview action button.
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