Include Version in Deliverables for Customer
Explanation
Use this activity to include a version for a customer when the cost,
contingency and markup build-up
is considered as complete. A version can be included in order to retrieve a
selection of deliverable lines possible to use for creation of business object.
Include is a manual action which can be executed for all versions which aren’t
Cancelled.
Prerequisites
This activity requires that;
- An estimate exists with at least one version and one top item
- The status of the estimate cannot be Closed or
Cancelled
- The status of the version cannot be Cancelled
- A customer must be connected to the estimate
System Effects
As a result of this activity,
- A version is included for a customer connected to the estimate
- Deliverable lines for the version included are added to the
selection of deliverable lines possible to use for creation of business
object.
Window
Estimate
Related Window Descriptions
Estimate/Deliverables
Procedure
- Open the Estimate window.
- Search for the Estimate ID which contains the customer that you want to
include a version for, or populate the window and click the requested number
in the Estimate ID list.
- Click the Deliverables tab.
- Use the drop-down if more than one customer is connected to the estimate
to select the accurate one.
- In the upper table right-click on the record representing the version to
include for the customer, select. Include.
- The include check box is checked for the version record.