Hi
Trying to understand how Project and Sales quotations link to Forecasting, and with the Quotation Probability thrown into the mix. This is where I get to, would appreciate confirmation about my thought process, or otherwise. Thanks
Sales Quotation does not link to AX forecasts. If you create an opportunity, with a probability, then create a sales quotation from the opportunity, MRP could give you some planned orders based on the Master plan set to include quotations, and set the probability threshold. Thus, in this situation, the closest you get to 'Forecasting' would be use of a delivery schedule on the Quotation ,and planned orders off the back of the probability threshold defined in the Master Plan.
Project Quotations have an option to Transfer to Forecast, so this could be used to transfer the project quotation directly into a Demand Forecast. There is no link to the probability % in this scenario. Alternatively, you could use Project quotations the same as Sales quotations and drive a forecast off the back of the probability, the same as the sales quotation above.
Is my thinking correct, if so, are there any times when you would use Sales Quotations over Project quotations and vice versa? Would a Project quotation be typically used for a MTO scenario? If not, could someone just help clear the fog.
Many thanks
