Wednesday, July 22, 2020

Creation of Sales Quote on Microsoft Dynamics Nav Business Central

Dear Friends,

today we will learn how to create a sales quote. The aim of doing that is that some company they give quotation to client upon approval of quotation then they convert the sales quote to a sales order.

Step 1:

To create a sales quote go on the following menu

Main Menu --> Department --> Sales & Marketing --> Order Processing --> Sales Quotes.

Step 2:

Click on the button New


Step 3:

Enter the following Information.


General
Customer NoEnter the customer number
Customer NameThe name of the customer will display automatically
External Document NoEnter any important number related to the quotation
Sell-to
AddressAddress of the customer will display automatically
Address 2Address of the customer will display automatically
CityCity of the customer will display automatically
Post CodePost Code will display automatically
Country/RegionCountry will display automatically
Contact NoIf the customer has a contact person enter the contact number
ContactThe Contact person name will display automatically
Customer Template CodeIf the customer has a template code enter it
Order dateEnter the order date
Document DateEnter document date
Quote Valid to DateEnter the validity date of the quotation
Due DateDue date will be calculated automatically
Requested Delivery DateEnter the delivery date
Your ReferenceEnter any reference you have
Salesperson Codeif you have sales person code enter it to show which sales person has work  on the quote
Campaign NoEnter campaign number
Opportunity NoEnter Opportunity number
Responsibility CenterEnter Responsibility center
Assign User IdIt will show who has created this sales quote
StatusIt shows the status of the quote
Work DescriptionIf you have any other description, you can enter it.


Lines
TypeEnter the Type
NoEnter the type number
DescriptionThe name of the type will appear automatically
Location CodeEnter the location code
QuantityEnter the quantity
Unit of MeasureEnter the unit of measure
Unit Price Excl VATEnter the unit price
Line Amount Excl VATQuantity * Unit price
Line Discount %If you want to give  line discount percentage
Line Discount AmountIf you want to give a line discount amount
VAT Prod Posting GroupEnter the VAT type



Invoice Details
Currency CodeEnter the currency code if the the quote is foreign
Shipment DateEnter shipment date
Prices Including VATIf the VAT is included in price
VAT Bus. Posting GroupEnter VAT business posting group
Payment Terms CodeEnter the payment terms code
Transaction TypeEnter the transaction type
Payment Discount %Enter any discount % on payment
Pmt. Discount DateEnter the date of the payment discount
Location CodeEnter location code.


Shipping and Billing
Ship-toIf you want to ship the item to another location
Code    Enter the location Code
NameThe name of the location will display
AddressThe address of the location will display
Address 2The address of the location will display
CityCity of the location will display
Post CodePost code of the location will display
Country/RegionCountry of the location will display
ContactIf the location has a contact person enter the contact no
Shipment Method CodeEnter the shipment method code
AgentEnter the agent
Agent ServiceEnter the agent service
Package Tracking NoEnter the package tracking number
Bill-toIf you want to bill another customer
NameEnter the name of the customer
AddressAddress of the customer will display automatically
Address 2Address of the customer will display automatically
CityCity of the customer will display automatically
Post CodePost code of the customer will display automatically
Country/RegionCountry of the customer will display
Contact NoIf the there is a contact person at the customer enter the contact no
ContactName of the contact will display automatically


Foreign Trade
EU 3-Party TradeIf the quote is a third party trade for Europe 
Transaction SpecificationEnter the transaction specification        
Transport MethodEnter the transport method
Exit PointEnter the exit point
AreaEnter the area.

Step 4:

After entering all information, click on the button Make order to convert the sales quote to a sales order.


Step 5:

to check if the sales order has been created go on the following menu.

Main Menu --> Department --> Sales & Marketing --> Order Processing --> Sales Order