1
  • Create new two sales quotation and assign the new prospect on the quotation
  • The quotations have a sequence 00011 & 00012 for example
  • Specify in the two quotations sales tax group (CA)& delivery terms (FAS) for example


After converting the prospect to customer


  • we checked the quotations again after conversions:

 

1.check the first quotation

After checking we found that sales tax group & delivery terms fields (that’s specified before) had been removed automatically after convert prospect to customer.



2.check the second quotation

 After checking we found that sales tax group & delivery terms fields (that’s specified before) have still existed with same values before convert prospect to customer.

 

 

 

 Actual Result

 Delivery terms & sales tax group fields disappear when converting prospect to customer in second created sales quotation (000012)


Expected Result

The data in these two fields (delivery terms & sales tax group) should still in the two quotations (000011 & 000012)



STATUS DETAILS
New

Comments

E

Hi,Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.

Category: Quotes, Orders, Invoices, Products