Entering a Quotation - Terms Card
This page describes the fields on the 'Terms' card of the Quotation record that are connected to Projects. Please refer
here for a more general description of this card.
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- Project
- Paste Special
Project register, Job Costing module
- Enter a Project Code here to connect a Quotation to a specific Project. The Customer, Currency and Tags/Objects will be brought in to the Quotation from the Project. The Salesman in the Project or, if that field is blank, the Project Manager 1 will be brought in to the Salesman field in the Quotation, 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.
- It is usually recommended that you link a Quotation to a Project immediately, before listing any Items. You can do this using 'Paste Special' to connect a Quotation to an existing Project, or you can create a Project from a Quotation by selecting 'Project' from the Create menu (Windows/macOS) or + menu (iOS/Android). This field will be filled in automatically if you create a Project in this way. Linking a Quotation to a Project ensures that pricing, especially of time, will be correct as a Quotation that is connected to a Project will use 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 'Project Budget' function on the Create or + menu will not create a Project Budget from a Quotation if its Project field is empty.
- There is no limit to the number of Quotations that can be connected to a particular Project unless you are using the Allow one Quotation per Project only option in the Project Settings setting.
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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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