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how to close sale quote
SINOEUNSTEVENNEANG
Member
Posts:
202
2012-06-28
edited 2012-06-30
in
NAV Three Tier
dear expert
can you tell me how to close sales quote in navision ?
0
Comments
Savatage
Member
Posts:
7,142
2012-06-28
What's your definition of "close".
Do you want to delete the quote or turn it into an order?
Harry Ruiz
http://www.BiloBeauty.com
http://www.autismspeaks.org
0
SINOEUNSTEVENNEANG
Member
Posts:
202
2012-06-29
i mean when we sent quote to customer and the quote is not successfully it is more expensive then other. so we need to close it.
so what should we do ?
waiting for kindly reply
0
Alex_Chow
Member
Posts:
5,063
2012-06-29
Delete it.
Confessions of a Dynamics NAV Consultant
= my blog
AP Commerce, Inc.
= where I work
Getting Started with Dynamics NAV 2013 Application Development
= my book
Implementing Microsoft Dynamics NAV - 3rd Edition
= my 2nd book
0
SINOEUNSTEVENNEANG
Member
Posts:
202
2012-06-29
if we delete our transaction we will lost the history we can not track or analyze any more.
0
mohana_cse06
Member
Posts:
5,504
2012-06-30
Archive it before deleting..
-Mohana
http://mohana-dynamicsnav.blogspot.in/
https://www.facebook.com/MohanaDynamicsNav
0
udayrmer
Member
Posts:
171
2012-06-30
If you are using CRM then, Close opportunity linked with this quote, with Lost.
Uday Mer | MS Dynamics NAV Techno-Functional Consultant
0
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Comments
Do you want to delete the quote or turn it into an order?
http://www.BiloBeauty.com
http://www.autismspeaks.org
so what should we do ?
waiting for kindly reply
AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
-Mohana
http://mohana-dynamicsnav.blogspot.in/
https://www.facebook.com/MohanaDynamicsNav