Create Sales Quotation from Estimate
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. You can select the line or lines
in the Estimate/Deliverables
window and use the Create Sales
Quotation right mouse button option. The Create Sales Quotation dialog box appears in order to update information.
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.
Window
Estimate
Related Window Descriptions
Estimate/Deliverables
Create Sales Quotation
Procedure
- Select or query for the estimate in the Estimate window
and choose the
Estimate/Deliverables tab.
- Select the line or lines from
which you want to create a sales quotation.
- Right-click and then click Create Sales Quotation. The
Create
Sales Quotation dialog box appears.
- If needed, update the wanted delivery date, delivery address and document
address.
- Confirm by clicking OK.