Showing posts with label Copy quotation in Axapta. Show all posts
Showing posts with label Copy quotation in Axapta. 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: