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Copying Quotations from RFQs

Use the Copy Documents window to create quotations directly from RFQs. Quotations you receive in response to an RFQ usually match the format of your RFQ. To create a quotation from an RFQ, open the original RFQ and choose Copy Document from the Special menu. You can copy the complete RFQ or part of it to your quotation. You can then edit the quotation to provide detailed quotation line information.

Project and task information, if any, is carried from an RFQ when you copy a quotation from it.

   To copy a quotation from an RFQ:

   To clear your entries and return to the RFQs window:

See Also

AutoCreate Documents Overview

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