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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Add the customer requi...
Microsoft Dynamics AX (Archived)

Add the customer requisition number to your sales quotations.

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Posted on by Community Member

Would adding the customer requisition number to your sales quotations be a big job? Is this simply a field that can be checked off under a setup> form page or will this require some form/report work to be done to pull this field into the quotation? 

Thanks in Advance!

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    Why dont you use the available field CustomerRef

  • Community Member Profile Picture
    Community Member on at

    Hi Nishad,

    Please explain more in detail if you wouldn't mind.

  • Community Member Profile Picture
    Community Member on at

    Hi,

    You cant add a field from Setup. You need to add it in the AOT level.

    You can use the available field under Quotation > Header view > General > Reference > Customer Reference field which will also show in the Sales order.

    Also can you let me know what are you trying to achieve.

  • Community Member Profile Picture
    Community Member on at

    Hi Nishad,

    I understand where the actual field is located. What I am asking is if I can add this to a printable sales quotation by checking off a box like if you wanted to add engineering attributes to sales orders. This is a simple checkbox like the one in Accounts receivable/setup/forms/form setup - Confirmation - Print engineering attributes.

    Does this better explain what I'm looking for or?

  • Tim Schofield Profile Picture
    Tim Schofield on at

    what you're describing as 'Engineering attributes' sounds like a customisation (or an ISV add-on) since I don't recognise that in the standard package. On the quotation header there are two fields 'Customer requisition' and 'Customer reference'. I haven't worked with quotations for a while, but I think that they are both copied to the sales order header when the quotation is converted to a sales order. 'Customer requisition' is normally the field that is used for the customer's PO.

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