Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested answer

Creation of PQ and SQ with Contact

(0) ShareShare
ReportReport
Posted on by

Hi,+

Can we create Purchase Quote and Sales Quote without using Vendor Card and Customer card?

  • Suggested answer
    I Gusti Made Ari Profile Picture
    3,594 on at
    RE: Creation of PQ and SQ with Contact

    Yes you can,  you can use contact and during conversion to Order there will be a prompt to create the customer .  The customer created will be based on information on contact.

    Check below post for more detail :

    www.olofsimren.com/.../

  • Suggested answer
    Surath Profile Picture
    332 on at
    RE: Creation of PQ and SQ with Contact

    The system does not allow you to create a Sales Quote or a Purchase Quote without selecting the Customer, Vendor for the document. You can select a contact in both documents, but Customer/Vendor is mandatory.  

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

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Sohail Ahmed Profile Picture

Sohail Ahmed 1,169

#2
YUN ZHU Profile Picture

YUN ZHU 1,006 Super User 2025 Season 1

#3
Mansi Soni Profile Picture

Mansi Soni 830

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans