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Dynamics 365 Community / Forums / Finance forum / Project Quotation: Con...
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Project Quotation: Confirm option is disabled if Created for Prospect

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Posted on by Ramit Paul 18,485 Super User
Dear Experts,
 
I have one issue, which I need help from you.
 
Scenario 1 (Working perfectly)- have created Project quotation for Customer in PMA module, submitted the workflow, approved it- was able to /Send/, was able to Confirm the quote
 
Scenario 2 (Not able to confirm)-have created Project quotation for Prospect in PMA module, - Submitted the workflow, approved it- was able to /Send/, was not able to Confirm the quote
 
 
 
Categories:
Financial Management
  • Verified answer
    andreasraithel Profile Picture
    andreasraithel 4,602 on at
    Project Quotation: Confirm option is disabled if Created for Prospect
    Hy,
     
    just select on the Modify menu "Convert to Customer", then the Prospect is converted to a customer and you can confirm the quotation.
     
     
    Hope this helps.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
     
     
  • Ramit Paul Profile Picture
    Ramit Paul 18,485 Super User on at
    Project Quotation: Confirm option is disabled if Created for Prospect
    Hi, Thanks, got it.
     
    Can you help me, after approving and sending the quotation can I tag a customer into this quotation? or at what point I will convert the prospect to customer, because the the quotation is created from prospect only.
     
  • Verified answer
    andreasraithel Profile Picture
    andreasraithel 4,602 on at
    Project Quotation: Confirm option is disabled if Created for Prospect
    Hy,
     
    you need to convert the prospect to customer first, as the confirming requires to be customer.
     
    Hope this helps.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect

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