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.