This is part of a step in doing a modification to get a button on the sales quotation list page to allow the operator to generate a sales quote in a word document using the document handling and the AX Office add-in.

If you want a copy of the XPO I used in the video you can get a copy here

https://onedrive.live.com/?cid=FD50488EDE1F8A3C&id=FD50488EDE1F8A3C%21109

Keep in mind this was done on AX2012 R2 so only used it in a test environment to learn from. If you are not technically oriented you will need some help to load this and check you are not going to over write other modifications in your test environment.

The next step can be seen the next post here.

https://organicax.com/2014/09/10/sales-quote-document-type-setup/

Cheers

Lachlan