web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Converting a sales quo...
Finance | Project Operations, Human Resources, ...
Unanswered

Converting a sales quotation into a Quotation Template

(2) ShareShare
ReportReport
Posted on by KR-30041501-0 4
Hello, We are looking to shift into utilizing the Sales Quotation Template functionality for Dynamics365 F&O. I currently have approximately 426 sales quotations which we would need to establish a template for. My question is, if there is any way to somehow convert the existing quotes into a template rather than starting over from scratch and creating a new quote, adding the Group ID, template name, activating the template, and THEN adding the line details. Obviously, this would be a very manual process but the template fields on the quotation header are greyed out on the existing quotes. 
 
Thanks in advance!
  • AR-01121610-0 Profile Picture
    AR-01121610-0 4,973 Moderator on at
    Hy,
    may be it is worth to try to export your existing SQ's, manipulate the SalesQuotationTemplateGroupId and SalesQuotationTemplateName in the SalesQuotationHeaderV2Entity.
    I don't believe and did not test that you can sucessfull reimport he existing SQ's.
    But it should work to import as new SQ's when you remove the SalesQuotationNumber to create new ones.
     
    Hope thsi helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 495 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 432 Super User 2026 Season 2

#3
CU10121822-0 Profile Picture

CU10121822-0 366

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans