Microsoft Dynamics 365 for Finance and Operations

If this option is enabled and the ordering process uses quotations which can be converted into sales orders, a customer can create a quotation and convert it to a sales order directly from the Sana webshop. For such quotations the Quotation promotable checkbox 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 created in the Sana webshop, it should be checked by the sales manager in Dynamics 365 for Finance and Operations. After this it can be approved by selecting the Quotation promotable checkbox on the E-Commerce FastTab. When the quotation is checked and approved, a customer can convert it to the sales order in the Sana webshop.

If a customer edits a quotation in the Sana webshop which has been already approved by the sales manager in Microsoft Dynamics 365 for Finance and Operations, a customer will be able to convert this quotation to the order only after it is approved again. This means that editing the approved quotation requires a sales manager to approve it again in Dynamics 365 for Finance and Operations, and only after it the customer will be able to convert this quotation to the order.

In case the Quotation promotable by default option is enabled for the Sana webshop in Microsoft Dynamics 365 for Finance and Operations, a customer can edit and convert quotations without approval. It is also not required to approve the quotation again, if it has been changed by a sales agent.

In Dynamics 365 for Finance and Operations, 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, the Sales FastTab, 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 quotation 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 for Finance and Operations, the end date of the Sana discount code will be used as the expiration date of the quotation.