...
- 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. This option is available if the Enable the Phased Revenue Recognition functionality is selected on the Administration > Settings > General Settings form.
- Requisition: To request specific inventory items, services required for project completion. This option is available if the Enable Requisitions is selected on the Administration > Settings > Purchasing and Warehouses form.
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.
...