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Hi,
how to find Sales Quotation Status changes by user. For Example if user changes Quotation Status from Created to Confirmed. is there any way to trace the status change history.
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Sales Quotations do have three main states
Created
Here just lines are added in quotation, so no history is recorded at this point, by system.
Sent
Each time you send a quotation a new journal record is created. That allows you to compare it with any previously sent versions of quotation.
But here at this point, AX lacks to keep information of user who sent the quotation. It because creaatedBy property is not enabled on relevant table. If you consider to enable it now, it can provide you this information, for future records.
Confirmed (Covered to Order)
As a quotation is converted to order, data goes to sales order header and lines. A quotation can be confirmed only one, so, there is no point of keeping history at this point, because ounce you confirmed the quotation, quotation will be locked.
If you want to see who confirmed the quotation, you can take this information form related sales order header table.
For all three stages you can setup database log as well, if that is needed.
Thanks for clarification Sohaib
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