Integrating Quotes with Opportunities
Quotations are integrated with Opportunities in two ways.
- Create a quotation from an opportunity by entering the opportunity number into the Quote window. The default account information includes customer name, customer number, account code, company comment, any account comments made, and sales credits. Sales accounting information, such as commission amount, is included in the new quote when it is generated from an opportunity.
- Create a new quotation and when you do, the quotation information is translated into an opportunity. The opportunity created is given the status of Preliminary. Sales credit is given to the employee designated in the Quotes window.
