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This text refers to program version 4.2  

Entering a Quotation

You can create a Quotation from a Project using the 'Create Quotation' function on the Operations menu of the Project screen. Alternatively, you can enter a Quotation first and create the Project from it later (perhaps only once the Quotation has been accepted) using the 'Create Project' Operations menu function. This second procedure has two advantages:

1. The Project register will not be filled with records relating to Rejected Quotations; and
   

2. It prevents the accidental creation of a Project Budget record before a Quotation has been accepted. A Project Budget record cannot be created from a Quotation that has not been linked to a Project.

Existing Quotation records are shown in the 'Quotations: Browse' window, which is shown when you click the [Quotations] button in the Master Control panel or select 'Quotations' from the Registers menu. Double-click on a row to open a record, or click [New] to create a new one.

This register is also to be found in the Quotations module. Only the features of this register relating to Job Costing are described below. Please click here or a full description of this register.

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