Page 9300 "Sales Quotes"
Base Application · Microsoft.Sales.Document
Across versions
- BC23-25present
- BC261 events changed
- BC27-28unchanged
- BC291 events removed
- BC30unchanged
Neighbourhood 17 connected objects and pages
Base Application · Microsoft.Sales.Document · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Sales Quotes |
| SourceTable | Sales Header |
| PageType | List |
| UsageCategory | Lists |
| ApplicationArea | Basic, Suite |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| Control1 | No. | No. | Specifies the number of the involved entry or record, according to the specified number series. |
| Sell-to Customer No. | Sell-to Customer No. | Specifies the number of the customer. | |
| Sell-to Customer Name | Sell-to Customer Name | Specifies the name of the customer. | |
| External Document No. | External Document No. | Specifies a document number that refers to the customer’s or vendor’s numbering system. from the table field | |
| Sell-to Post Code | Sell-to Post Code | Specifies the postal code of the customer’s main address. from the table field | |
| Sell-to Country/Region Code | Sell-to Country/Region Code | Specifies the country/region code of the customer’s main address. from the table field | |
| Sell-to Contact | Sell-to Contact | Specifies the name of the contact person at the customer’s main address. from the table field | |
| Bill-to Customer No. | Bill-to Customer No. | Specifies the number of the customer that you send or sent the invoice or credit memo to. from the table field | |
| Bill-to Name | Bill-to Name | Specifies the name of the customer that you send or sent the invoice or credit memo to. from the table field | |
| Bill-to Post Code | Bill-to Post Code | Specifies the postal code of the customer’s billing address. from the table field | |
| Bill-to Country/Region Code | Bill-to Country/Region Code | Specifies the country/region code of the customer’s billing address. from the table field | |
| Bill-to Contact | Bill-to Contact | Specifies the name of the contact person at the customer’s billing address. from the table field | |
| Ship-to Code | Ship-to Code | Specifies a code for an alternate shipment address if you want to ship to another address than the one that has been entered automatically. This field is also used in case of drop shipment. from the table field | |
| Ship-to Name | Ship-to Name | Specifies the name of the customer at the address that the items are shipped to. from the table field | |
| Ship-to Post Code | Ship-to Post Code | Specifies the postal code of the address that the items are shipped to. from the table field | |
| Ship-to Country/Region Code | Ship-to Country/Region Code | Specifies the country/region code of the address that the items are shipped to. from the table field | |
| Ship-to Contact | Ship-to Contact | Specifies the name of the contact person at the address that the items are shipped to. from the table field | |
| Posting Date | Posting Date | Specifies the date when the posting of the sales document will be recorded. from the table field | |
| Due Date | Due Date | Specifies when the sales invoice must be paid. from the table field | |
| Requested Delivery Date | Requested Delivery Date | Specifies the date that the customer has asked for the order to be delivered. from the table field | |
| Amount | Amount | Specifies the sum of amounts on all the lines in the document. This will include invoice discounts. from the table field | |
| Amount Including VAT | Amount Including VAT | Specifies the sum of amounts, including VAT, on all the lines in the document. This will include invoice discounts. from the table field | |
| Quote Accepted | Quote Accepted | Specifies that the quote was accepted by the customer. from the table field | |
| Quote Accepted Date | Quote Accepted Date | Specifies when the quote was accepted by the customer. from the table field | |
| Shortcut Dimension 1 Code | Shortcut Dimension 1 Code | Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field | |
| Shortcut Dimension 2 Code | Shortcut Dimension 2 Code | Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field | |
| Location Code | Location Code | Specifies the code for the location from where the items are shipped. When you select the customer and the customer has a location assigned, the value is taken from the Customer card. If the customer has no location, but a Responsibility Center is populated, the location code is taken from the Respo… from the table field | |
| Shipping Agent Code | Shipping Agent Code | Specifies the code for the shipping agent who is transporting the items. from the table field | |
| Shipping Agent Service Code | Shipping Agent Service Code | Specifies the code for the service, such as a one-day delivery, that is offered by the shipping agent. from the table field | |
| Salesperson Code | Salesperson Code | Specifies the name of the sales person who is assigned to the customer. | |
| Assigned User ID | Assigned User ID | Specifies the ID of the user who is responsible for the document. from the table field | |
| Currency Code | Currency Code | Specifies the currency of amounts on the sales document. from the table field | |
| Document Date | Document Date | Specifies the date when the related document was created. from the table field | |
| Campaign No. | Campaign No. | Specifies the number of the campaign that the document is linked to. | |
| Opportunity No. | Opportunity No. | Specifies the number of the opportunity that the sales quote is assigned to. from the table field | |
| Status | Status | Specifies whether the document is open, waiting to be approved, has been invoiced for prepayment, or has been released to the next stage of processing. from the table field | |
| Your Reference | Your Reference | Specifies the customer’s reference. The content will be printed on sales documents. from the table field | |
| Quote Valid Until Date | Quote Valid Until Date | Specifies how long the quote is valid. from the table field | |
| FactBoxes | Documents | part Page 1178 “Doc. Attachment List Factbox” | — |
| Control1902018507 | part Page 9082 “Customer Statistics FactBox” | — | |
| Control1900316107 | part Page 9084 “Customer Details FactBox” | — | |
| IncomingDocAttachFactBox | part Page 193 “Incoming Doc. Attach. FactBox” | — |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Quote | Approvals | View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved. | |
| Dimensions | View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. | ||
| View | Customer | View or edit detailed information about the customer. | Page 21 “Customer Card” |
| Contact | View or edit detailed information about the contact person at the customer. | Page 5050 “Contact Card” | |
| Quote | Statistics | View statistical information, such as the value of posted entries, for the record. | Page 160 “Sales Statistics” |
| Customer Statistics | View statistical information, such as the value of posted entries, for the sell-to customer on the sales document. | Page 151 “Customer Statistics” | |
| Comments | View or add comments for the record. | Page 67 “Sales Comment Sheet” | |
| Prepare to print the document. A report request window for the document opens where you can specify what to include on the print-out. | |||
| Send by Email | Finalize and prepare to email the document. The Send Email window opens prefilled with the customer’s email address so you can add or edit information. | ||
| Attach as PDF | Create a PDF file and attach it to the document. | ||
| Delete Expired Quotes | — | Report 5172 “Delete Expired Sales Quotes” | |
| Create | Make Order | Convert the sales quote to a sales order. The sales order will contain the sales quote number. | |
| Make Invoice | Convert the selected sales quote to a sales invoice. | ||
| Create Customer | Create a new customer card for the contact. | ||
| Create Task | Create a new marketing task for the contact. | ||
| Release | Release | Release the document to the next stage of processing. You must reopen the document before you can make changes to it. | |
| Reopen | Reopen the document to change it after it has been approved. Approved documents have the Released status and must be opened before they can be changed. | ||
| Request Approval | Send Approval Request | Request approval of the document. | |
| Cancel Approval Request | Cancel the approval request. |
Trigger event subscribers
- OnBeforeActionEvent(MakeInvoice): Codeunit 8001 “Sub. Contr. Renewal Subcribers” PageSalesQuotesDisallowActionQuoteToInvoiceForContractRenewal
- OnOpenPageEvent: Codeunit 4306 “SOA Session Filter” SetFiltersOnOpenSalesQuotesPage
Procedures
SetStyle(): Text: Returns the style to use for displaying the sales quote based on its validity date.
Plus 2 local procedures.
Triggers
OnAfterGetCurrRecord, OnAfterGetRecord, OnOpenPage
Relations
- card page Page 41 “Sales Quote”
- source table Table 36 “Sales Header”
Extended by
Calls
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Codeunit 1535 “Approvals Mgmt.” (2 calls:
SetControlAppearance → CanCancelApprovalForRecord,SetControlAppearance → HasOpenApprovalEntries) - Codeunit 1320 “Lines Instruction Mgt.” (1 call:
CheckSalesCheckAllLinesHaveQuantityAssigned → SalesCheckAllLinesHaveQuantityAssigned) - Codeunit 1543 “Workflow Webhook Management” (1 call:
SetControlAppearance → GetCanRequestAndCanCancel) - Codeunit 1630 “Office Management” (1 call:
OnOpenPage → IsAvailable)
Called by
- Codeunit 1302 “Customer Mgt.” (1 call:
DrillDownOnQuotes → (object))
Documented on Microsoft Learn
- Ad-hoc analysis of finance data
- Ad-hoc analysis of inventory data
- Ad-hoc analysis of sales data
- Analyze data in lists with Copilot (preview)
- Analyze list page and query data using data analysis
- Sales analytics
- Make sales quotes
Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Sales Quotes"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.
Evidence 8 sources
- codesrc/Layers/W1/BaseApp/Sales/Document/SalesQuotes.Page.alreleases/29.x @ ea08af5e
- learnAd-hoc analysis of finance data
- learnAd-hoc analysis of inventory data
- learnAd-hoc analysis of sales data
- learnAnalyze data in lists with Copilot (preview)
- learnAnalyze list page and query data using data analysis
- learnSales analytics
- learnMake sales quotes