Forms Used to Create Quotes
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Work With Project Quote |
W31P100B |
Quotes & Proposal (G31P11), Project Quotes |
Select existing project quotes. |
Add Quote |
W31P100E |
Complete the Project Number field on the Work With Project Quote form, and click the Add button. |
Create a quote for a project. Add a project quote and determine whether the quote amounts are based on estimated or planned costs. |
Project Quote Revisions |
W31P100C |
Complete the filter fields on the Work With Project Quote form, click the Find button, and then select a quote. |
Revise quote information and generate a sales quote. |