Sales Quotations do have three main states in AX
- CreatedHere just lines are added in quotation, so no history is recorded at this point, by system.
- SentEach time you send a quotation a new journal record is created.
That allows you to compare it with any previously sent versions of
quotation.
But here at this point, AX lacks to keep information of user who sent
the quotation. It because creaatedBy property is not enabled on
relevant table. If you consider to enable it now, it can provide you
this information, for future records.
- Confirmed (Covered to Order)As a quotation is converted to order,
data goes to sales order header and lines. A quotation can be confirmed
only one, so, there is no point of keeping history at this point,
because ounce you confirmed the quotation, quotation will be locked.
If you want to see who confirmed the quotation, you can take this information form related sales order header table.
For all three stages you can setup database log as well, if that is needed.
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