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This text refers to program version 8.5  

Create Menu - Quotation - Project Budget

This page describes the 'Project Budget' function on the Create menu in the Quotation record window. If you are using iOS or Android, the 'Project Budget' function is on the + menu.

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The 'Project Budget' function allows you to create a Project Budget record from a Quotation. The new Project Budget 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 will not be invoiced again.

To create a Project Budget from a Quotation, first open the Quotation in a record window and/or ensure you have saved all changes and then select 'Project Budget' from the Create menu (Windows/macOS) or + menu (iOS/Android). 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 (Windows/macOS) or tapping √ (iOS/Android) and close it using the close box or by tapping <. Alternatively, if you no longer require the Project Budget, click [Cancel] or tap <. 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. You have marked the Quotation as Rejected or Closed.
   

3. The Project field on the 'Terms' card of the Quotation is empty.
   

4. You have not saved the Quotation.

If you need Quotations to pass through an approval process before you can create Mails from them, you can configure such a process using the Approval Rules register in the Business Alerts module. Please refer to the description of the Approval Status options on the 'Inv. Address' card of the Quotation window for brief details about the approval process and here for full details.

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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:

• Introduction
  

• Entering a Quotation
  

• Create Menu, including:
  
  • Project
    

  • Project Budget

Go back to:

• Home page for Job Costing module manual
  

• Home page for Standard ERP manual

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