Using Alternate Quotes for Different Relations within the Same Opportunity in Dynamics AX 2009

Posted Wednesday, April 7th, 2010

Dynamics AX provides the ability to quote to prospective business relations or existing customers.  When quoting within Dynamics AX, you can easily create an activity or opportunity during the quotation process.   This functionality feeds back to the CRM module and allows an opportunity to be tracked using standard lead tracking criteria (i.e. anticipated close, probability % of close, etc.). 

Providing visibility to alternate quotations for the same opportunity is standard functionality within Dynamics AX through both CRM and Trade & Logistics quotations.  The basic use of this function is to create the original quotation, tied to the opportunity / lead.  The second quotation, or alternate quote, is then ‘linked’ to the original quotation using the Alternate Quote functionality.  The screen provides a list of existing quotes for the same business prospect or customer to select from.  Once selected, both quotations become very visible from the CRM opportunity. 

 The ability to manage multiple / alternate quotations for the same opportunity (despite the business relation or customer) is necessary to avoid inaccurate results when providing management analysis for open opportunities.  The standard Dynamics AX alternate quotation functionality cleanly provides this data. 

 But, what happens in the case where the alternate quotation can be a quote to a different business prospect or customer but for the same opportunity?  When using the standard functionality of an Alternate Quotation quotes, other than to the original quote business prospect or customer, will not be selectable in the drop down that appears (as stated above).  To work around this limitation, select the original quote, access the Alternate quotation function, and type the quotation number of the alternate quotation in the quotation field.  Two things occur when this process is completed. 

  1. The opportunity ID is tied to the alternate quotation and,
  2. All quotes, regardless of whether it is tied to the same business prospect or customer, will appear in the list of quotations for the opportunity / lead.  Note:  The original opportunity will carry the original business prospect or customer.

 When completed, regardless of the business relation or customer, multiple quotations for the same opportunity can be linked together to provide accurate management reporting.

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Posted in AX - CRM - Sales & Marketing, Dynamics AX, Trade and Logistics

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One Response to “Using Alternate Quotes for Different Relations within the Same Opportunity in Dynamics AX 2009”

  1. Wes Cassidy says:
    August 18, 2010 at 9:58 pm

    Just to clarify what you have described …
    You are saying that in AX 2009 -
    (1) multiple quotes can be applied to the one opportunity
    (2) multiple business relations or customers can be linked to the one opportunity
    (3) business relations or customers can have multiple quotations associated with them.

    Have I got it or have I misunderstood?

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