We receive quotes from several customers that are bidding on the same end project
(see the example below). From what we've tried in AX, quotes can only be tied to opportunities for the same customer. This is not how our business is most typically done. We believe there are other companies out there like ours using AX and would like to hear from you as to how you are accomplishing this. Here is a quick example:
Main Opportunity by Customer Name/Project Name and expected revenue:
OP-0001 Company A has a New Building Project Revenue $75,000
Associated Quotes by Customer Name and Quote Value (each of these are bidding directly for part or all of Company A's project)
QT-0001 Company B for $75,000
QT-0002 Company C for $85,000
QT-0003 Company D for $110,000
~ To be clear, the quotes tied to the opportunity will be from potentially several different existing customers.
We are on AX 2012 R3 CU13.
#AX2012#Functional#IntermediateThank you for taking time to read this!
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Mark Yankovich
Allegheny Bradford Corporation
PA
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