Be able to base the sales price in a Sales Quotation/Order on a Purchase Quotation.
Comments
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: Sales and marketing
In addition to what I wrote above this is also needed for sales agreements. Thank you for your consideration.
Category: Sales and marketing
The lack of "cost plus" pricing in D365 is an issue for us too. I have been developing add on functionality for this in AX 2009 for clients but would like to see this natively incorporated in D365. Roughly the concept is: Sales order lines and sales quotation lines need additional fields for unit cost and margin percentages. Sales users have to be able to set the margins on the headers and individually on the lines. The sales price is then calculated as unit cost plus the margin percentage (hence "cost plus" pricing). The unit cost have to be populated with either a) cost price of on-hand inventory or b) the landed purchase price from PO if a PO is marked for the SO line or c) the quoted purchase price from an RFQ reply. For c) to work it has to be possible to "mark" an RFQ reply for a sales line or quote line. I also created a function that generates an RFQ from a sales quotation line (would ideally also be possible for sales order lines). The generation of RFQs for item requirements in projects is already planned according to another idea. This is not just needed for projects though. I've seen multiple ideas relating to this but "cost plus" pricing really needs a comprehensive overall concept in D365 as the other comments and ideas here also show.
Category: Sales and marketing
Also be able to generate a purchase quotation from a sales quotationline(s). Then indeed the function to update the price with the purchase quotation price. Maybe with a markup
Category: Sales and marketing
Administrator on 3/4/2022 3:57:23 PM
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.