Confirmation journal (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Inquiries > Journals > Quotation confirmation.
Use this form to display all quotations that have been confirmed. Sales quotations that were confirmed, but that were subsequently lost or canceled, are not displayed in this form. These quotations are treated as sales orders.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Overview |
View a list of sales quotations. The information that is displayed includes the customer or business account number, sales quotation number, sales order number, project or invoice project number, sales currency, language, and quotation amount. |
Lines |
View details of the sales quotation lines for the selected sales quotation. |
Buttons
Button |
Description |
|---|---|
Preview/Print |
Click Preview/Print > Copy preview to display or print a copy of the printed sales quotation by using the current form setup parameters. Click Preview/Print > Original preview to display or print the original printed sales quotation by using the current form setup parameters. Click Preview/Print > Use print management to reprint the sales quotation by using the current form setup parameters. |
Charges |
View any charges that have been added to the active sales quotation or quotation line. |
Sales tax |
View any expected sales tax transactions that are associated with the active sales quotation. |
Inventory |
View the expected lot transactions or specify the inventory dimensions to display in this form. |
Fields
Field |
Description |
|---|---|
Invoice account |
The identifier of the customer who will be invoiced. |
Sales order |
The sales order that is based on the confirmed quotation. |
Date |
The date that the confirmation journal was posted. |
Document number |
The identifier of the confirmed quotation. |
Currency |
The currency code that is used for the current confirmed quotation. |
Quotation amount |
The currency amount for the current confirmed quotation. |
Sales order |
The identifier of the sales order that contains the confirmed lines. If you make a summary update, a confirmed quotation can contain lines that originated from several sales orders. |
Item |
The identifier of the item that has been confirmed. |
Sales category |
The category from the sales category hierarchy. For product-based lines that are identified by a unique product number, the category is automatically derived from the catalog. For description-based lines that are identified by a description and a category only, the category must be selected on the line. Note The sales category is used to group similar goods for statistical purposes. The category might also govern how the transaction is posted and processed. |
Description |
The free-text description of the item or service on the line. This description is taken from the Text field on the quotation. The description is used on reports and documents. |
Quantity |
The quantity that has been confirmed. |
Unit price |
The price per unit of the confirmed item. |
Discount percent |
The discount percentage that is calculated for the sale. The Discount percent and Multiline discount percentage fields are used to calculate the value of this field, based on the discount amount. |
Discount |
The discount amount that is calculated for the sale. The Discount and Multiline discount fields are used to calculate the value of this field, based on the discount amount. |
Sales tax included in amount |
The amount of sales tax that is included in the amount, because sales tax is included in prices. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).