Generate and manage project quotations

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

As the initial step in the project phase, you can use project quotations to approach a customer with an attractive, binding offer.

A project quotation might encompass elements such as the items and services that are quoted, basic contact information, special trade agreements and discounts, and possible taxes and surcharges.

Your ability to monitor, review, and control the pipeline of project quotations and orders is an important part of project management. Various tools in Microsoft Dynamics AX can help with these tasks. Tools such as correct reference data 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 determine the possible value of the quotation.

You can view most of this data in various outputs such as reports or statistics in the Project management and accounting module.

This section provides the following topics:

About project quotations

About footer text for sales quotations and other sales documents

Create, modify, and delete project quotation templates or template groups

Create a project quotation

Update project quotations

Copy project quotations

Copy a stored address to a project sales quotation

Register, update, and delete alternative project quotations

Delete project quotations

Create a letter of guarantee request for a project quotation

About synchronizing project information between Microsoft Dynamics AX and Microsoft Dynamics CRM