Unpeg Connected Objects

Explanation

This activity is used to unpeg business opportunity or sales quotation lines from deliverable lines related to versions included for a customer.

Prerequisites

This activity requires that:

• Business opportunity lines are pegged to deliverable lines related to versions included.
• The estimate may be in any state prior to Closed.

System Effects

 As a result of this activity:

• The business opportunity or sales quotation lines are un-pegged from deliverable lines related to versions included.
• The business opportunity or sales quotation lines are removed from the Estimate/Deliverables tab, and the estimate id is removed from the Business Opportunity/Opportunity Lines tab or the Sales Quotation/Quotation Lines tab.

Window

Estimate

Related Window Descriptions

Estimate/Deliverables

Procedure

1. Open the Estimate window and search for the required Estimate ID.
2. In the Deliverables tab, select the customer for whom you want to remove the pegging
3. Select the included version(s), with deliverable lines connected to either business opportunity or sales quotation lines, which you would like to un-peg.
4. Right-click and then click Unpeg Connected Objects.