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Search HansaManuals.com HansaManuals Home >> Standard ERP >> Projektiarvestus >> Quotation Register Eelmine Järgmine Prindi kogu peatükk Otsi Juhend HansaWorld Enterprise'i versioonile 8.5 Introduction to the Quotation Register in the Job Costing Module In many cases, it will be normal practice to use a Quotation record to estimate the costs and revenues of a Project, to plan the work to be carried out and to issue a Quotation or Project Confirmation document to the Customer. Once the Quotation has been accepted by the Customer, you should copy its contents to a Project Budget record by opening the Quotation in a record window and selecting 'Project Budget' from the Create menu (Windows/macOS) or + menu (iOS/Android). No further changes should be made to the Quotation, so that the details of what was quoted to the Customer are retained. Any further changes should be made in the Project Budget record. Once work on the Project has started, you should use the Budget record to control its invoicing and in reports to check that work is running according to plan. 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), but a Project can only have one Project Budget.Please refer here for full details about Quotations in general use, and to the following pages for details about using Quotations with Job Costing:
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