Create Sales Quote from Precalculation

This chapter describes how to create a sales quote from a precalculation. Before you can create a sales quote from a precalculation, you must approve and/or release the precalculation.

To create a sales quote from a precalculation, proceed as follows:

  1. Open your Business Central.
  2. Open the search function from the role center (ALT+Q) 🔍
  3. Search for Precalculation List and click on the corresponding search result.
  4. The Precalculation List page is displayed.
  5. Select the precalculation from the list.
  6. The precalculation card is displayed.
  7. To create a sales quote from the precalculation, click on Create Sales Quote in the menu bar. Please note that you can only create a sales quote from released precalculations.
    create-sales-quote-from-precalculation
  8. The lines from the precalculation are transferred to a new sales quote and the sales quote card is displayed.

You have created a sales quote from a precalculation. You can use the Created Sales Quotes button to display the sales quotes that were created with this precalculation.