Copy a stored address to a project sales quotation

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to copy the address for a customer, vendor, warehouse, company, sales order, or sales line to a sales quotation header.

Click Project management and accounting > Common > Quotations > Project quotations.
In the Project quotations list page, in the Quotation type filter, select Sales quotation or All.
Select or open a sales quotation.
On the Action Pane, on the Quotation tab, in the Maintain group, click Edit.
In the Sales quotation form, on the Action Pane, on the Sales quotation tab, in the Show group, click Line view.
On the Sales quotation header FastTab, click the first icon beside the Delivery address field.
In the Record type field, select the type of records that you want, such as Customers or Vendors.
In the main grid, select the name of an account.
In the Address grid, select the address that you want to copy to the quotation header.
Click OK.

See also