Showing posts with label CopyQuote. Show all posts
Showing posts with label CopyQuote. Show all posts

Thursday, March 10, 2011

Allowing Users to Copy of a Lost or Sent Quote - Microsoft Dynamics AX 2009

The default functionality of Microsoft Dynamics Ax 2009 does not allow to copy a quote when a quote's status is either Lost, Sent, Confirmed, or Canceled.

Today I was asked to allow the users to copy a quote when its status is Sent or Lost.

To copy a quote go to Sales Quotation Details, choose a record and then go to the header level buttons and click Function > CopyFromAll



The following are the steps to accomplish this very quick: