Edit an active quote

Can I do this task?

When you revise an active quote A quote that has been finalized and is ready to be sent to a customer. Active quotes are read-only., a new quote A formal offer for products or services, proposed at specific prices and related payment terms, which is sent to an opportunity, account, or contact. with a new quote ID is created. The original quote is closed and stored in the Microsoft Dynamics CRM Online database for tracking purposes.

1. In the Navigation Pane, click Sales, and then click Quotes.
2. Open the record that you want.
3. On the Actions menu, click Revise.
4. On the General tab, make the changes that you want in the following boxes:
   • Quote ID

     This information is automatically created.System administrators can set the auto-numbering format for this ID from the Administration page, under Set Auto-Numbering.

   • Revision ID

     This information is automatically created.The Revision ID tracks the number of times an active quote has been revised.

   • Name

     You must enter a name with a length of 100 characters or fewer. The information should be meaningful and unique.By default, these records are sorted by Name in the records list.

   • Potential Customer

     Search for and select an account or contact.You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click the Lookup button to search for other records.

   • Currency

     Select the currency in which the quote will be calculated.

   • Price List

     Search for and select the price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. that you want. Price lists are created in the product catalog. At least one price list must exist in the product catalog before you can select it.You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click Lookup to search for other records.

   In the Totals area, enter all the information you have available. If you are adding a discount, you can add a percentage discount, a monetary discount amount, or both.

   • Quote Discount (%)

     This number represents a percentage of the total amount (not including freight charges) that will be discounted from the total amount. This must be a number between 0.00 and 100.00. You can use a decimal point, but you cannot use a percent sign (%).

   • Quote Discount

     This number represents a whole monetary amount that will be discounted from the total amount. This must be a number between 0.00 and 100,000,000,000.00. You can use commas and a decimal point, but you cannot use a currency symbol, such as dollar ($), euro (?), or yen (¥).

   • Freight Amount

     This must be a number between 0.00 and 100,000,000,000.00. You can use commas and a decimal point, but you cannot use a currency symbol, such as dollar ($) or euro (?).

   • Total Tax

     The total tax is calculated when you click Recalculate or when you click Save.

   • Total Amount

     The total amount is calculated when you click Recalculate or when you click Save.

5. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
6. Click Save or Save and Close.