Microsoft Dynamics AX (Archived)

Difference between statuses cancel and lost on a sales quotation

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Is there a functional difference between changing the status of a sales quotation to Cancel or Lost?

In addition, has anyone have proper experience with practical examples of the distinct usage?

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Steenbekepj,

Although they are both indicating there is no order won from a quotation, you can use it to determine if you or the other party canceled the quotation. When a competitor won, you can consider it as lost.

Sometimes you offer two or more quotations for the same opportunity. Then a status 'canceled' is more like it is not us to blame. A status 'lost' is more like we could do better compared to our competitors.

But a reason might also be used for analysis purposes... So it is up to you how you would like to interpret these status values.

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guk1964 10,888 on at

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That the way I use it- its not uncommon for a customer to float an rfp then to cancel it and subsequently put out another quite different a year later etc. So, if you want to mention a salesman's success at closing its maybe mot fair to include such cases in the calculation, and a separate measure of % canceled may lead you to rethink the process of which customers/verticals you target, and whether your qualification needs to be fine tuned as to whether to add an inquiry to your leads.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

From a practical perspective Andre mentioned already that both end the quotation process. So users don't see a difference. The only thing that might be interesting here is for analytical purposes, which does however require that your users always make the right selection and don't choose the first available option all the time

Best regards

Ludwig

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