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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Duplicating a quote
Small and medium business | Business Central, N...
Suggested Answer

Duplicating a quote

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Posted on by Mark Wind 15

Hi.

I have created a large quote in Dynamics 365 comprising of many items and a few comments. I wish to offer this to another client and therefore hope there is a way to either duplicate the quote or at very least copy and paste the lines within. I used NAV before dynamics 365 and could highlight then copy all lines than in a new quote paste. This doesn't seem possible in the newer version?

Thank you in advance for any suggestions.

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
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  • Suggested answer
    JAngle Profile Picture
    JAngle 150 on at

    Try copy document instead

  • Mark Wind Profile Picture
    Mark Wind 15 on at

    correct.JPG1104.error.JPGafter-paste.JPG

    Thanks, Josh for the quick reply. We tried this but it seems again the pasting fails as it threatens to delete the lines in the current quote.

    We followed the help online steps to copy and paste but the paste fails as we cannot select the first row its feedback the error # 27 lines can not be pasted onto this line. We then can only select line 2 and it does paste but not identically as the lines are not incorrect succession. the last 3 lines are printed as the first 3 lines.

  • Suggested answer
    MartinNL Profile Picture
    MartinNL 480 on at

    Hi Mark,

    To elaborate on what Josh said, BC has the "Copy Document" function. In your case you should create a new blank Sales Quote for the customer you wish to send the same/similar Sales Quote to, then go to Process > Copy Document.

    pastedimage1610101530741v1.png

    You will then need to select the details of the Sales Quote you wish to copy (the one from the other customer). Select the parameters as required by your situation.

    pastedimage1610101602191v2.png

    The lines will then be copied into the new Sales Quote.

    Let us know if that helps 

    Regards,

    Martin

  • Suggested answer
    Mark Wind Profile Picture
    Mark Wind 15 on at

    Worked perfectly. Thank you.

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