How to Create a Sales Quotation Programmatically in D365FO Using X++ (Updated Code Example)

 

📘 Introduction

In this blog post, we’ll walk through how to create a Sales Quotation via X++ in Dynamics 365 Finance and Operations. This is especially helpful when automating quotation generation based on business rules or third-party integrations.

---

🧾 Business Scenario

Imagine a use case where sales quotations need to be created in bulk from an external system, or as part of a scheduled batch job. Instead of manually creating them, we can use X++ to generate and confirm the quotation programmatically.

---

✅ Steps Covered in Code

1. Create Sales Quotation header using AxSalesQuotationTable.

2. Insert multiple quotation lines using AxSalesQuotationLine.

3. Set inventory dimensions.

4. Send and confirm the quotation using SalesQuotationEditLinesForm.

---

🧠 Updated X++ Code in D365FO

x++
public static void CreateSalesQuotationD365FOJob(Args _args)
{
    AxSalesQuotationTable      quotationHeader;
    AxSalesQuotationLine       quotationLine;
    SalesQuotationEditLinesForm quotationForm;
    SalesQuotationUpdate       quotationUpdate;

    SalesQuotationTable        quotationTableRec;
    SalesQuotationLine         quotationLineRec;

    InventDim                  dimension;
    container                  itemList = ["Item001", "Item002", "Item003"];

    int                        itemIndex;
    SalesQty                   lineQty = 5;
    SalesPrice                 linePrice = 200;
    SalesLineDisc              lineDisc = 5;
    SalesLinePercent           lineDiscPercent = 2;
    ParmId                     formParmId;

    // Create Sales Quotation Header
    quotationHeader = new AxSalesQuotationTable();
    quotationHeader.parmCustAccount("CUS-001");
    quotationHeader.parmCurrencyCode("USD");
    quotationHeader.save();

    // Insert Quotation Lines
    for (itemIndex = 1; itemIndex <= conLen(itemList); itemIndex++)
    {
        quotationLine = new AxSalesQuotationLine();
        quotationLine.axSalesQuotationTable(quotationHeader);
        quotationLine.parmQuotationId(quotationHeader.parmQuotationId());
        quotationLine.parmItemId(conPeek(itemList, itemIndex));
        quotationLine.parmSalesQty(lineQty);
        quotationLine.parmSalesPrice(linePrice);
        quotationLine.parmLineDisc(lineDisc);
        quotationLine.parmLinePercent(lineDiscPercent);
        quotationLine.parmCurrencyCode("USD");

        dimension.InventSiteId = "SITE001";
        dimension.InventLocationId = "LOC01";
        quotationLine.parmInventDimId(InventDim::findOrCreate(dimension).InventDimId);

        quotationLine.save();
    }

    // Send Quotation
    if (!quotationHeader.salesQuotationTable())
        return;

    quotationForm = SalesQuotationEditLinesForm::construct(DocumentStatus::Quotation);
    formParmId = quotationForm.parmId();

    quotationForm.initParmSalesQuotationTable(quotationHeader.salesQuotationTable());
    quotationForm.parmId(formParmId);
    quotationForm.parmTransDate(systemDateGet());
    quotationForm.prePromptInit();

    quotationForm.initParameters(
        NoYes::No, NoYes::No, NoYes::No, NoYes::No, NoYes::No,
        "InitialQuote", NoYes::No);

    quotationForm.run();

    // Confirm Quotation
    quotationForm = SalesQuotationEditLinesForm::construct(DocumentStatus::Confirmation);
    formParmId = quotationForm.parmId();

    quotationForm.initParmSalesQuotationTable(quotationHeader.salesQuotationTable());
    quotationForm.parmId(formParmId);
    quotationForm.parmTransDate(systemDateGet());
    quotationForm.prePromptInit();

    quotationForm.initParameters(
        NoYes::No, NoYes::No, NoYes::No, NoYes::No, NoYes::No,
        "FinalApproval", NoYes::No);

    quotationForm.run();
}

---

📌 Key Notes

• AxSalesQuotationTable and AxSalesQuotationLine are standard wrapper classes that make table interaction cleaner and more maintainable.

• Always use InventDim::findOrCreate() to avoid hardcoding dimension IDs.

• The quotation lifecycle is handled by the SalesQuotationEditLinesForm.

---

🧩 Additional Tips

• To integrate this with external systems, consider creating a custom service class or logic in a Data Entity.

• Use FormLetter classes if you need more flexibility for confirming or updating sales quotations.

---

✅ Conclusion

Creating sales quotations in D365FO through X++ is a powerful technique that allows automation and efficiency in sales processes. This blog post showed a complete, modernized example using updated patterns and naming conventions.

If you found this post useful, follow our blog for more real-world D365FO development examples!