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If the user is associated with a callcenter and the pick-up mode of delivery i set up in the Commerce parameters, the delivery address changes to the store address if the pick-up mode of delivery is selected in a sales order. This is not the case if you create a sales quotation. There should be no difference between a sales order and a sales quotation in this regard. The expectation is that the behaviour is the same.
STATUS DETAILS
Completed
Ideas Administrator

We have created a bug for it and so it should be released with 2023 Wave 1

Comments

G

Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents. 

Category: Order capture and checkout