Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

If this option is enabled and the ordering process uses quotations which can be converted into sales orders, a customer can place a quotation and convert it into a sales order directly from the Sana webshop. For such quotations the Quotation promotable option is selected by default on the E-Commerce FastTab.

If this option is disabled a customer can convert a quotation into a sales order only when it is approved. When the quotation is placed from the Sana webshop, it should be checked by the sales manager in Dynamics 365 Enterprise Edition. After this it can be approved by selecting the Quotation promotable option on the E-Commerce FastTab. When the quotation is checked and approved, a customer can convert it into the sales order in the Sana webshop.

In Dynamics 365 Enterprise Edition, a sales quotation has an Expiration date. You can see it on the General FastTab of the sales quotation header. It is calculated based on two settings of the sales quotations - Days campaign expires and Days before follow-up. To configure these settings, click: Accounts receivable > Setup > Accounts receivable parameters. In the Account receivable parameters window, on the General tab, you can see the Sales quotations settings.

If the value of the setting Days campaign expires is not set in the Account receivable parameters, the current date will be used as the expiration date of the quotation. If the quote is not processed within the expiration period it will expire, meaning that a customer will not be able to convert it into a sales order.

If a customer applies the Sana discount code to the quotation, and it has the End date which expires earlier than the date calculated based on the settings in the Account receivable parameters window in Dynamics 365 Enterprise Edition, the end date of the Sana discount code will be used as the expiration date of the quotation.