how to get previous version of sales quotation details in Dynamics 365 FO

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Posted on by SANTOSHTRIPATHI

I have created sales quotation and send to Customer

then i have revised the sales quotation and send to customer again. so total three times i have revised the quotation and send to customer .

now i need to see all the three version of quotation i send to customer , from where i can see this ?

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nunomaia 25 Moderator on at

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I don't know exactly the way you have made it, but In Sales Quotation you have the option Quotation journal

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Santosh,

If you used the function 'Send quotation' for every communication to the customer, then the Quotation journal mentioned by Nuno will have all versions. If you did not use this function, then the application itself does not have the history.

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Sandeep Chaudhury 3,303 on at

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Hi Santosh, You should be able to see all versions/revisions of the quote under "Sent Sales quotations' page under Sales and Marketing Module.

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Faisal Fareed 10,796 User Group Leader on at

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Hi Santosh,

Usually such history information (versions) can be seen from sales quotation journals where you can print any version of the sales quotation again. Another way is to get this information from this path

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SANTOSHTRIPATHI 60 on at

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my quotation journal only showing the latest quotation. is there any setup i need to enable to see all previous version of quotation i send to this customer . for this customer i send quotation then customer requested to change to the amount , so i changed the amount and resend the quote. . but now i can see only last send the quotation ( where i can see the quotation versions like 1,2..)

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Sandeep Chaudhury 3,303 on at

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Please see my earlier comment. You can see them under Sent sales quotations page.

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SANTOSHTRIPATHI 60 on at

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I went Sent sales quotations page->Quotation Journal but here i can see my latest version only ZEO-000102-4... where i can see ZEO-000102-1,2,3

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SANTOSHTRIPATHI 60 on at

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thank you so much it is working..i can see all versions now

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SANTOSHTRIPATHI 60 on at

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Thank you so much for your help, its working. i can able to see all versions of my quotations

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