Connect Customer to Estimate

Explanation

Use this activity to connect a customer to your estimate header. It can be done at any time as long as the estimate header status isn’t Closed. Versions can be included for all customers listed in order to retrieve a selection of deliverable lines possible to base the creation of business object lines.

Prerequisites

 The estimate header must have been created and cannot be in status Closed.

System Effects

As a result of this activity, a customer is connected to the estimate header.

Window

Estimate

Related Window Descriptions

Estimate/Customers

Procedure

1. Open the Estimate window.
2. Query for the Estimate ID, or populate the window and click the number in the Estimate ID list.
3. Click the Customers tab.
   
4. Create a new record.
5. Either enter the desired customer directly or search for it by using the List of Values.
   
6. Save when completed.