When working with Quotes, it is important to understand their status options:
- Draft
- Active
- Won
- Close
Draft Status A Quote likely will be revised many times, and Microsoft Dynamics CRM has built-in functionality via the Draft and Active status for this. When a Quote is in Draft status, it has been created but generally not ready to be submitted to customers. This is the only time Quotes can be completely modified with products added or removed, and discounts applied as well as deleted.
Revising Quotes After the Quote is created, it automatically sets the Quote ID using the auto-numbering set up by the system administrator. You can change this by configuring Auto-Numbering in the Settings area. The Revision ID is automatically established and set as 0 when first created. If the Quote is revised, it will go from Active to Draft status and the Revision ID will automatically increase. You can modify the name of the Quote, but it is the same as the Opportunity that spawned it and blank if it is not associated with an Opportunity. The potential customer, Currency, and Price List must be selected and are also the same as the Opportunity that spawned it; with the exception of Currency (which defaults to the base Currency), these are blank if there is no associated Opportunity.
Activate Quote— When the Quote has been completed and you are ready to send it to the customer, you must activate it. This changes the status of the Quote to Active and prevents further modifications. To activate a Quote, select Activate Quote from the navigation menu. When the Quote is Active, it must be revised to be modified. Revising a Quote is explained further in the upcoming section “Active Status.”
Revise, Close, or Convert the Quote to an Order— At this point, the Quote can be Revised, Closed, or Won (converted to an Order). To convert a Quote to an Order, select Create Order from the navigation menu.
No comments:
Post a Comment