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- Customer Order: To generate a customer order based on the project estimates.
- Invoice: To generate an invoice based on the project estimates.
- Quotation: To generate a quotation based on the project estimates.
- Phased Revenue Recognition: To recognize revenue and costs related to completed phase of the project.
- Requisition: To request specific inventory items, services required for project completion.
If you need to change a method of creating estimates or set another analytical parameters for estimates, click the Settings button on the toolbar; the Document Settings dialog box appears.
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