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Suggested answer

How to copy a sales quote exactly (not same customer / inc description, price and quantity)?

Posted on by 13
Hello, 
 
Appreciate if anyone can advise on this when using the copy document function.
Is there a way to copy the information in full (exact lines, qty and price) without it being the same customer? 
 
If we use the copy document function before selecting the same customer, we encounter the below error message. 
 
Eg: We created a quote for customer A and customer B comes asking for the exact same quote due to it being the same project. Our steps right now to prepare the quote for customer B:
 
1. Create new quote, select customer A first 
2. Copy document - Sales quote
3. Once all the information is copied in, then will change to customer B but will get the following message below. 
4. The lines will reset - item descriptions and price. Then we have to refer back to the quote for customer A to re-enter the information. 
 
This can get very tedious especially if it is a long quote and may miss out to re-enter some of the information that got reset. 
 
 
 
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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,086 Super User on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Sorry I misunderstood you, or you can try the following function.
    Dynamics 365 Business Central: How to create recurring orders (Recurring Sales Lines and Recurring Purchase Lines)
     
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Yi Yong Profile Picture
    Yi Yong 275 on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Hello Cheyenne,
     
    You can just 'Ctrl+C' on the sales line, go to the other sales quote and paste the lines using 'Ctrl+V'.
    It is the easiest and quickest way to do it.
     
     
  • MS ROCK Profile Picture
    MS ROCK 139 on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Hi, in your case you can use below suggestions.
     
    1. Config Package
    2. Edit in Excel
  • Cheyenne H Profile Picture
    Cheyenne H 13 on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Hi Yun Zhu, 
     
    Yes, this works to copy over directly with the full details inside. However when we change the customer, it resets also... (the column for price becomes blank). 
  • Cheyenne H Profile Picture
    Cheyenne H 13 on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Hello Andre, yes we are using Dynamics 365 Business Central
  • Suggested answer
    Yi Yong Profile Picture
    Yi Yong 275 on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Hello, unfortunately, the 'Copy Document' function will not work in your case.
    The easiest way for this is to copy the Sales Lines from Customer A's sales quote and copy it to Customer B's sales quote.
    This way, you can maintain the same description, qty and value.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,086 Super User on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Hi, You just need to enable "Include Header" and it should be fine.
    For example,
     
    Hope this helps.
    Thanks.
    ZHU
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,914 Super User on at
    How to copy a sales quote exactly (not same customer / inc description, price and quantity)?
    Hi Cheyenne,
     
    Are you using Dynamics 365 Business Central?

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