Cancellation of Confirmed Sales Quotation

Finance and Operations/AX User Forum
1

Hi All,

Is there any way to cancel/reverse the confirmed Sales Quotation. Since here after confirmation, Sales Order is created, later the user finds that the confirmed Sales Quotation need to be changed. Also, in case we make a new Quotation, the Sales Order item lines will still be visible.

Is there any way to reverse or cancel the Sales Quotation (confirmed).

Thanks in advance

2

Delete the associated sales order and raise a new quote and then new sales order. The issue is you have confirmed it, at that stage the quote is redundant, it is just a record and link to sales. It is your reporting that then gets hit.

3

Thanks Adam…just what i did.