The existing SalesQuotationTable V2 entity only supports quotations of the Sales type. There is currently no way you can export, or import a project quotation. Funny enough, there is a Project quotation WBS entity. Since you cannot import a header, the usage of that one must be very limited :))
Comments
https://fix.lcs.dynamics.com/Issue/Details/1213966?kb=4522119&bugId=372593&dbType=3&qc=d3d1254c7edfa59a6b02235dd02816d3d3ef06b4356f55ca358e506e5c0710f7
The Program Managers might need to monitor the Product Suggestions on a more frequent basis.
Category: Project Resource Management
We have been requesting this from MS for years. Looks like they have finally listened.
I just checked in 10.0.15 and there looks to be many more entities added including:
- Project Quotation Headers
- Project Quotation Lines
- Project Quotation Work Breakdown Structure
(Plus a whole heap of Project Operations Entities).
Category: Project Resource Management
Also needed for a current project. In this situation the project quote should come in fully automated with the usage of ODATA. So we can directly create the prospect and project quote. As the quote and if won projects are small wbs isn't needed. Any new on how quikcly this dataentity will exist?
Category: Project Resource Management
Administrator on 5/6/2019 3:34:40 PM
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft