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Microsoft Dynamics AX (Archived)

Confirm sales quotation

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Posted on by 330

I sent sales quotation to customer then he send several changes to the original quotation . for each change i sent sent quotation . Each quotation includes modifications to the original finally he accept the second quotation that sent . when i confirm the quotation the fifth quotation that select so
I need to confirm the second quotation from quotation journal

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  • André Arnaud de Calavon Profile Picture
    300,917 Super User 2025 Season 2 on at

    Hi Ahmed,

    In that case you need to update the quotation to the state is was on the second version manually. There is no feature to bring older versions back.

    Probably if you give a customer some option to choose from, you can create new quotations for each version. Then you don't have this issue when confirming, but then you need to take care of cleanup obsolete quotations.

  • Ahmed Elroghay Profile Picture
    330 on at

    2450.Capture.JPG

    In quotation journal when i click send original or copy error occurs " Could not send sales quotation doc number ?????????-2"

  • Sohaib Cheema Profile Picture
    49,438 User Group Leader on at

    Hi Ahmed,

    Kindly stay connected with your initial question of the thread. You are introducing a new question in middle of discussion, which is not healthy for community.

    You may create a new Thread for your new question.

  • Ahmed Elroghay Profile Picture
    330 on at

    Hi Sohaib

    I'm sorry  for mistake
    Any way help me to confirm old version for quotation

  • Sohaib Cheema Profile Picture
    49,438 User Group Leader on at

    As André mentioned, this is not doable using standard AX. You have two options

    1. As specified by André in his previously reply

    2. Customization

      In case if you want to proceed with customization you can do this in class named as SalesQuotationEditLinesForm_Sales_Confir

      In methods createSalesTable and createSalesLines of this class you can handle logic, how quotation is confirmed and what data should go from SQ to SO.

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