Internally Competing Quotes in Dynamics AX 2009 – CRM Module

Posted Friday, July 24th, 2009

AX 2009 has a lot of great upgrades in the CRM area, including the use of linked and alternative quotations. Sometimes, a customer may request two or more quotations that may relate to mutually exclusive projects or purchases. The first quotation is the parent quotation and the suceeding quotations are children.

To link the quotations:

CRM–>Quotations Details –> Functions –> Alternative Quotations. This will open the competing quotations form. From here you can select the quotes you would like to link.

Some important points to remember:

When a linked quotation is won or lost, you must manually update the related quote to keep the integrity of the sales statistics. But remember if the linked quotaion is lost, you should cancel the related quotes, not update as ‘lost’. This would have a negative effect on sales statistics.
Linked quotations are only available for quotes in the same business relations. A client recently requested linked quotations for different contractors on the same project, but AX currently does not allow this.