As the initial step in the project phase, project quotations enable you to approach a customer with an attractive binding offer.
A quotation might encompass many elements such as the items and services that are quoted, basic contact information, special trade agreements and discounts, and possible taxes and surcharges.
Pipeline
Management
Your ability to monitor, review, and to a degree control the pipeline of project quotations and orders is an important part of project management. Various tools in Microsoft Dynamics AX can help with this task. Tools such as correct metadata definitions (quotation types, quotation origin, and prognosis and probability) help you analyze the pipeline. You can use these tools to categorize the reasons why a project quotation was won or lost and what the possible value of the quotation was.
Most of this data can be viewed in various statistical outputs like reports or statistics in the Project module.
Location
A project quotation can be created from:
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This section deals with the following procedures for project quotations in Microsoft Dynamics AX.
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Topic |
Description |
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Provides procedural information about how to create quotations. |
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Provides procedural information about how to update quotations. |
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Provides procedural information about copying quotations. |
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Copy a stored address to a quotation or quotation line (Project) |
Provides procedural information about copying stored addresses to Project quotations and quotation lines. |
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Provides procedural information about how to delete quotations. |
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Create, modify, and delete quotation templates or template groups (Project) |
Provides procedural information about quotation templates. |
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Register, update, and delete alternative quotations (Project) |
Provides procedural information about alternative addresses. |
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Provides conceptual information about Project quotation prognosis and probability. |
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Provides conceptual information about footer text. |
