Entering a Quotation - Header
- Project
- Paste Special
Project register, Job Costing module
- Enter a Project Number here to connect the Quotation to a specific Project. The Customer Number and Name, Objects and Salesman will be brought in from the Project, and the radio button options on the 'Job Costing' card will be set as determined on the 'Service', 'Purchases', 'Stocked Items' and 'Materials' cards of the Project Settings setting.
- A Quotation must be linked to a Project immediately, before any Items are specified. You can create a Project from the Quotation using the 'Create Project' Operations menu function. Linking a Quotation to a Project ensures that pricing, especially of time, will be correct as it will implement the Job Costing pricing structure described on the Pricing and Costs - Time, Purchases and Materials from Time Sheets and Activities page. This pricing structure is not used in and may not be appropriate for Quotations that are not related to Projects.
- The 'Create Project Budget' Operations menu function will not create a Project Budget from a Quotation whose Project field is empty.
- There is no limit to the number of Quotations that can be entered for a particular Project unless you are using the Allow one Quotation per Project only option in the Project Settings setting.
