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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / How to set MS Dynamics...
Microsoft Dynamics NAV (Archived)

How to set MS Dynamics Navision Classic or RTC to generate Sales Quotations?

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Posted on by Community Member

We are using Navision classic client 2009 and RTC 2009. I would like to know if we can set the system to generate quotations based on the products in the database. Please highlight how to do this. You may provide link to where this topic has been discussed.

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  • Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 3,049 User Group Leader on at

    Can you please clarify more details to be able to answer your question.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Okay, its just a fresh installation of  RTC 2009. I would like to setup Sales Quotation so that i am able to generate quotes from the system. I am not sure how to setup this, from scratch.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,001 Super User 2025 Season 2 on at

    when you say setup, do you want to import them or automatically create them or manually creating?

  • Community Member Profile Picture
    Community Member on at

    I mean creating them from scratch, like there is nothing configured yet.

  • Verified answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,001 Super User 2025 Season 2 on at

    you can start from here

    msdn.microsoft.com/.../hh178558(v=nav.90).aspx

  • Suggested answer
    Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 3,049 User Group Leader on at

    You can create Sales Quotation manually from Scratch, by going to search and type "Sales Quote". But the system will not automatically create Sales Quotations.

  • ShanAbeywicrema Profile Picture
    ShanAbeywicrema 948 on at

    Do you want to create sales quotations ?

  • Suggested answer
    ShanAbeywicrema Profile Picture
    ShanAbeywicrema 948 on at

    You can watch this video how to create sales Quotation in Dynamics NAV

    If you think this suggestion would help to resolve your question. Please verify the answer. 

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