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The required fields are: Company, Contract, and Entity.
The "Quotation (create)" form. The Main tab
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The Project field is available if the Project Costing functionality is turned on on the Administration > Settings > Project Costing form. You can link the quotation with a project from the list of available projects. If the items in this document are associated with multiple projects and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).The Project Task field is available if
If the Enable Project Tasks option is selected on the Administration > > Settings > Project Costing form. You , you can link the entire quotation with a specific project task from the list of tasks associated with the project. If the items in this document are associated with multiple project tasks and you need to specify different tasks for different items, you can move the Project Task field from the Main tab as a column to the table on the Inventory and Services tabor quotation's line items with multiple project tasks. By default, the Project Task column is available on the Inventory and Services tab. If needed, you can move it as a field to the Main tab. For this, use the the Settings button on the toolbar.
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- Customer Order: To confirm the deal if the customer agrees to the conditions and terms of this quotation.
- Invoice: To register the shipment of the goods and rendering the services to the customer.
- Proforma invoice: To issue a proforma invoice that precedes the shipment of goods and explains the delivery terms.
- Purchase Order: To initiate purchasing of the goods ordered by customer.
Use the Settings button to invoke the Document Settings dialog box that can be used to move the Project field or the Project Task field, or both fields from the document header (the Main tab) as columns to the table on the Inventory and Services tab or back.
The Document Settings dialog box
For other button descriptions, see Document Toolbar.
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