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Customer experience | Sales, Customer Insights,...
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Sales quotation confirmation journal - what is the purpose?

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What is the purpose of a sales quotation confirmation journal in D365FO, except for linking the quote to the sales order?

If I introduce an extension to merely change the quotation status to "Confirmed" without creating a sales order (and sales quotation confirmation journal), what will really be missing?

PS: In this business case there is no requirement to convert to an order when a quotation is won.Rather trade agreements will be created based on the quotation for later incoming EDI orders.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales quotation confirmation journal - what is the purpose?

    Hi JohanDF,

    You need post question in following correct forum based on your product--D365FO:

    (+) Dynamics 365 Finance - Forums, Blogs, Support

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