Sales Quotation - follow up reminder


In “Sales Quotation” form there is a “Follow-up date”.

I can’t find either in “Account receivable” or “CRM” module a way to use this date, in order to give a reminder to the vendor/sales responsible to follow and get up to date the quotation.

Does it exists a standard way for doing that ?

The best way would be to send an e-mail (or a notification in AX) to the vendor, with a list/summary of its quotations with status = “Sent”. In order to stop the notification the vendor will have to change status to “Confirmed” or “Lost” or “Candeled”.

Thank you !


Finally I’ve written some code to do exactly what I wanted (check every quotations and send e-mails).