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This text refers to program version 4.2  

Operations Menu - Create Project Budget

Use this function to create a Project Budget record from the Quotation. It will be an exact copy of the Quotation, reducing typing load and reducing the risk of error. This is especially useful where you have used a Quotation to plan precisely the Items (especially Stocked Items) that are to be supplied to complete a Project, and where special pricing has been agreed for those Items. If any of the Quotation rows already have an Invoice Number on flip F, it will be transferred to the Budget, so the rows are not invoiced again.

The new Project Budget will be opened in a window entitled 'Project Budget: New'. This means that it has not yet been saved. Once you have checked that it is correct and, if necessary, made any amendments, save it by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Project Budget, click [Cancel]. In either case, you will be returned to the Quotation window.

If the function does not create a Project Budget record when expected, the probable causes are:

1. A Project Budget record for the Project already exists.
   

2. The Quotation has been marked as Rejected or Closed.
   

3. The Project field in the Quotation header is empty.
   

4. The Quotation has not been saved.

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