View Sales Quotation

Explanation

Use this activity to view sales quotation lines pegged to the deliverable lines associated  with the versions included for a customer.

Prerequisites

An estimate must exists with a customer connected which has an included version where the deliverable lines are pegged to a corresponding sales quotation line.

System Effects

There are no system effects.

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 whom you want to view pegged sales quotation lines.
  3. Select the included version, with deliverable lines pegged to sales quotation lines to view.
  4. Right-click and then click Sales Quotation.