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Finance | Project Operations, Human Resources, ...
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D365 Sales and Marketing - Sales Quotation and Specific Print Management

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What is the best approach to configure a dedicated quotation template for a specific business area?

For sales orders, we assign different Electronic Reporting templates through Print Management using the Sales Pool Group, but this field is not available on sales quotations. Is there a field on the quotation header or quotation lines that can be used to link or classify the quotation so that a specific ER template can be selected automatically?
 
 
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  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    1,822 on at

    Hello,

     

    Could you please clarify where the Business Area is filled in? Is it a financial dimension value?

    You can set up a dedicated sales quotation based on specific criteria. Assuming Business Area is a financial dimension, you can use the financial dimension from the header.

     
     
    Thank you,
    Giorgio

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