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Juhend HansaWorld Enterprise'i versioonile 8.5  

Entering a Quotation

This page describes creating Quotations that are connected to Projects.

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You can create a Quotation from a Project by opening the Project in a record window and selecting 'Quotation' from the Create menu (Windows/macOS) or + menu (iOS/Android). Alternatively, you can enter a Quotation first and create the Project from it later (perhaps when the Quotation has been accepted) using the 'Project' on the Create or + menu. Linking a Quotation to a Project after the Quotation has been accepted 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. It is not possible to create a Project Budget from a Quotation that has not been linked to a Project.
However, it has the following disadvantage:
  1. If a Quotation is not linked to a Project, pricing, especially of time, may not be correct. The Job Costing pricing structure described on the Time, Purchases and Materials from Time Sheets and Activities page will only be used in Quotations that are connected to Projects. It will not be used in and may not be appropriate for Quotations that are not related to Projects.
The Quotation register is also to be found in the Quotations module. Only the features of this register relating to Job Costing are described on the pages listed below. Please refer here or a full description of this register.

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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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