D365 F&O: Project Quotations
In this video, we'll create a quotation for a project using a work breakdown structure to see how to create a work breakdown structure.
See the link in the video description. So we'll create a new quotation through the main menu by going to project management and accounting quotations.
And project quotations, or simply through a bookmark. Project quotations.
I will add.
New project quotation. Here we can specify whether it's for an existing customer or prospect, so we'll enter our customer.
And here we can change the currency. We can enter additional delivery and administration details and we can also specify a predefined template if we desire.
And we can automatically generate a CRM opportunity.
And here we have our project quotation created. Details can be seen in the header and amended if necessary.
And we can now create our lines entering details of the proposed project, timing, duration of the activity, and the resources that are required. Alternatively, we can import a work breakdown structure.
Which we will do a very simple one we created earlier.
And we want to apply the.
Rates for the customer.
And here we have our hierarchy of tasks.
Which we will use.
To generate lines for our project quotation.
And here we can add and amend as necessary.
When our quotation is ready, we can submit this to the workflow.
Adding any necessary comments.
And we wait for that.
To be processed and approved.
Here we can see our totals.
We can see by refreshing.
We'll send the quotation.
To the customer.
We wait for the customer to accept the quotation and then we can confirm it.
As a woman.
And finally, after signing the contract, we can transfer our quotation into a project.
Simply by following the project setup Wizard and then we have our project created directly from the project quotation.