Quotation

Quotation configuration options

Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup only enhancing the Sales and project quotation.

Charge transactions exclusive to the Cepheo® Business Documents is an option to display the order charges. When creating a charge on a sales quotation ie freight and handling etc, the itemised charge transactions can be displayed.

Hide tax code, the tax code is a column in the new itemised charges display.

Sales quotation detailed charges are not available in Standard Microsoft Dynamics 365 FO & SCM.

Hide ship date is often not known during the quotation process and can be removed from the display.

Unit price with discount, when applying a line discount the result is displayed in the line total, with this option you can additionally display the result of the discount in the unit price.

Document signature will display a default signature image on the quotation, this is positioned under the Advanced notes and Form notes which are standard document text features. Design your signature image to 40mm x 16mm and use the change button to import it.

How did we do?

Project invoice

Interest note

Contact