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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Sales quotes come as d...
Microsoft Dynamics NAV (Archived)

Sales quotes come as default although number series of sales order defined correctly

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Posted on by ahmed barbary 4,548

I have problem .

From Financial Management - Setup-No.Series

I write Two series for sales order and sales quotes

 code           name                start no            end no

  AR-so         Sales Order :je-so-00001      999999         default    manual(check mark both default and manual)

 AR-sq         Sales quote :je-sq-00001       999999         default   manual (check mark both  default and manual)

Sales receivable setup

sales order   :   AR-so

sales quotes : AR-sq

When i make sales order  it added as sales quotes why

How i solve this problem

in this link you can see my problem as following

http://www.mediafire.com/?4r78cfo77dr86ra

WHEN we make new sales order it come as sales quotes obligatory why

how i solve this problem

*This post is locked for comments

  • ahmed barbary Profile Picture
    ahmed barbary 4,548 on at
    RE: Sales quotes come as default although number series of sales order defined correctly

    Thank you guys i solved the problem

    I make filter on sales order form 42 as following

    WHERE(Document Type=FILTER(Order))

    it solved and work

  • Suggested answer
    Aleksandar Totovic Profile Picture
    Aleksandar Totovic 16,765 on at
    RE: Sales quotes come as default although number series of sales order defined correctly

    @Neville: Ahmed already said that he is set different serial numbers for SO and SQ on Sales & Receivables Setup. He has problem, when he try to make new SO, he get new SQ. I understand him like this, but maybe I'm wrong.

  • Suggested answer
    Neville Foyn Profile Picture
    Neville Foyn 4,320 on at
    RE: Sales quotes come as default although number series of sales order defined correctly

    Hi

    The reason why it would use the SQ number instead of the SO number is the setup of the number series in the sales & receivables setup

    Go to "Sales & Receivables Setup" and under the numbering section you will see what numbers NAV uses when creating a new document, i think you need to change the sales order series to your SO numbers

    Cheers

    Nev

  • Suggested answer
    Aleksandar Totovic Profile Picture
    Aleksandar Totovic 16,765 on at
    RE: Sales quotes come as default although number series of sales order defined correctly

    I am not sure how you can do this. Are you press "New" on Sales Order and you get new Sales Quote?

    If answer is "Yes", this is because of some customizations. Sales Order and Sales Quote use the same table Sales Header and they have only different Document Type. First type in this option field is Quote and probably customization don not make choice in this field and by default is 0 - Quote.

  • ahmed barbary Profile Picture
    ahmed barbary 4,548 on at
    RE: Sales quotes come as default although number series of sales order defined correctly

    www.mediafire.com

  • ahmed barbary Profile Picture
    ahmed barbary 4,548 on at
    RE: Sales quotes come as default although number series of sales order defined correctly

    Meaning is document type quotes come as default

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