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Finance | Project Operations, Human Resources, ...
Suggested answer

Sales quotation header discount is not active.

Posted on by 2,597

HI,

Sales quotation header discount is not active but it is active in sales order.

is there any setup i can check?

  • Hossam Fathy Profile Picture
    Hossam Fathy 2,597 on at
    RE: Sales quotation header discount is not active.

    Hi QianQW,

    it is just created.

  • qianwang Profile Picture
    qianwang 7,151 on at
    RE: Sales quotation header discount is not active.

    Hi Hossam,

    what is the status of the quotation order?

    If the quotation status is confirmed, it will be converted to a sales order and you can do changes there.

    Regards,

    QianQW

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: Sales quotation header discount is not active.

    Hi Hossam,

    Please take a look at my link below related to Sales Quotation and Total Discounts. I prepared a quick video and have factored in why the field is grayed out. the video is for D365 but should work for AX2012 as well. Give this a try.

    community.dynamics.com/.../dynamics-365---sales-quotation-and-total-discounts

  • Hossam Fathy Profile Picture
    Hossam Fathy 2,597 on at
    RE: Sales quotation header discount is not active.

    Hi QianQW

    i can't write in the total discount filed, and the same on the item line level.

    pastedimage1575248834307v1.png

  • qianwang Profile Picture
    qianwang 7,151 on at
    RE: Sales quotation header discount is not active.

    Hi Hossam,

    Could you elaborate more about the meaning ‘the filed is not active’ and share a screenshot about you issue?

    I just want you to check if sales trade agreements are applied to the sales quotation. Because I previously assumed it was related to the issue of discounts.

    Regards,

    QianQW

  • Hossam Fathy Profile Picture
    Hossam Fathy 2,597 on at
    RE: Sales quotation header discount is not active.

    Hi QianQW,

    the filed is not active.

    it is working fine in the sales order header.

    why i need to activate trade agreement.

    Thx

  • qianwang Profile Picture
    qianwang 7,151 on at
    RE: Sales quotation header discount is not active.

    Hi Hossam,

    What is the meaning of ‘Sales quotation header discount is not active’?  Doesn’t the discount apply to quotation line?

    Did you set up related trade agreements(sales)? Have you checked them?

    Addition, the button for trade agreement would be active only you select 'customer' for Account type.  

    regards,

    QianQW

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