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Hi,
I am looking for the functionality behind the set up in D365FO: Sales and marketing > set up > Quotations > Types.
Please let me know in which context this set up is used. I can see this field "Type' in the Sales quotation header > General tab.
It must be for analysis or reporting purpose but I need more info on the uses of this set up.
Thank you.
Hi DR,
This is indeed for grouping, analysis and reporting. What exact info are you looking for?
Thanks Andre. I wanted to confirm if this drives any functionality.
Can you please give me some examples of what kind of classifications be configured in this field?
This fully depends on your business. I have seen many companies not using it. When it was used, it was indicating a difference between regular and seasonal goods. If you are missing some details for tracking or filtering, you can setup your own types.
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