Create Sales Quotation
Explanation
When your customer has requested a quotation for one or more deliverable
lines in the estimate, you can create a sales quotation from these lines.
Select the line or lines in the Versions section and click
Create Sales Quotation.
Prerequisites
- An estimate header with at least one version and one top item
exists
- The status of the estimate cannot be Closed or
Cancelled
- The status of the version must be Confirmed
- A customer must be connected to the estimate
- A version must be Included in the
Deliverables tab for the customer
- Sales part and site must be defined for all deliverable lines
System Effects
- At least one sales quotation is created, using all available
information on the estimate.
- All deliverable lines will generate new sales quotation lines.
References to the sales quotation will be established for each
deliverable line.
- If the estimate deliverable lines belong to different sites, one
sales quotation for each site will be created.