How do i setup an enforcable sales process? (dynamics ax layup) RRS feed

  • Question

  • I am trying to set up a sales process in Sales and marketing > Setup > Opportunities > Sales process.  How do I set up the process so that all quotations use it? How do I set the "Exit Criteria" so the user cannot advance to the next stage until the quote is sent?  (I've tried using the criteria "quotation status = "sent", but no luck)

    any example of an simple set up would be appreciated

    Friday, September 6, 2013 8:56 PM