Enter General Estimate Information

Explanation

You can define general information associated with an estimate in the General and Sales sections. Information entered includes the following: Responsible Person, Estimate Type, Estimate Classification, Salesman, Market, Region and District. When the estimate header is saved, Created By and Creation Date fields on the estimate are saved.

Prerequisites

The estimate header must have been entered and saved.

System Effects

As a result of this activity, additional information is added to the estimate.