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1. Create Sales Quotation
Sales Quote can create without Opportunity.
Step 1 – Select Sales, Sales Quotes in navigation bar. |
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Alternatively, Choose the icon, enter Sales Quotes, and then choose the related link. |
Step 2 – Enter Sales Quotation Information and Release. |
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I. Sales Quote card page to be prompt, fill up key fields in Sales Quote and remaining fields as necessary. II. Release the sales quote when the information is completed and ready to send to customer for confirm. General tab Fields | Details |
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No. | According to system setup, sales quote no auto generate by system | Customer | Enter Customer No. or Customer Name into the related field. | Contact | Default Contact copy from customer card (if any) user can choose another contact for the customer | Salesperson Code | User can select from Salesperson list if the value is not in related customer card. | Quote Valid to Date | Enter the Quote Valid to Date if any | Status | Status to be changed to Released when user click the action button to release the Sales Quote. |
Lines Tab Field Name | Remarks |
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Type | Select [Item] for item from item card. Blank if enter free text in description or select standard text code for fill up the description | No | Enter Item No. or select from item list if the Type is Item Enter standard text code if item type is blank and fill up description by standard text | 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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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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