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- If the Independent Calculation of Revenues and Costs method is selected, there are the following tabs: Main, Costs, and Revenues.
- If the Calculation of Revenues Based on Costs method is selected, there are the following tabs: Main, Revenues and Costs, and Overheads.
If for any method, the Estimates by Period check box is selected, one more tab, Estimates by Period, appears.
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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. 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.
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The Document Settings dialog box
Replace Select the method of creating project estimates by using the Method of Project Estimate Calculation field; the following options are available:
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