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This text refers to program version 4.2  

Operations Menu - Create Quotation

To create a Quotation from a Project, select 'Create Quotation' from the Operations menu. The Project does not have to be saved before the Quotation can be created. 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.

The Quotation is opened in a new window entitled 'Quotation: New'. This means that it has not yet been saved. After amendment if necessary, save the record in the Quotation register by clicking the [Save] button in the Button Bar. Alternatively, if you no longer require the Quotation, click [Cancel].

The Project Number, Customer Number and Name, Objects and Salesman are copied from the Project, and the Date of the Quotation is set to the current date.

To close the screen and return to the Project, click the close box. You will be asked if you would like to save any changes that you may have made.

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