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Microsoft Dynamics AX (Archived)

How to create a new sales quotation by copying another one?

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I’d like to copy a sales quotation and create new one filled with the copied information.

How can I do this?

What information I want to copy is below:

Customer, Sales quotation header, Lines and Line details.

Thank you for your help in advance.

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Mea_ 60,284 on at

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RE: How to create a new sales quotation by copying another one?

There are 2 grids: 1 for lines another for header, also "copy header tick box" if you won't select lines it won't copy lines...

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RE: How to create a new sales quotation by copying another one?

By that way, new line is added to a sales quotation which has been already created.

I'd like to create a new sales quotation not a new line in the same quotation.

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Mea_ 60,284 on at

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RE: How to create a new sales quotation by copying another one?

Go to Sales Quotation -> Quotation tab on action pane -> "Copy" group -> "From All" button.

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