Specify an estimate number and line. If a quote already exists for
the estimate line, then the
Quote Method,
Quote Type, and
Source fields, as well as
the
Process button, are
disabled. In this case, skip to step 6.
Specify the
Quote Method. If you
specify
Price Quotation, the workbench generates a
quote that determines the price on the estimate line. If you specify
BOM Pricing, the workbench generates an
Estimate Job Order record.
If the estimate status is Working, specify a
Quote Type. Choose from
New Quote,
Existing Quote, or
Quote Template. If you specify
Quote Template or
Existing Quote, use the
Source field to specify
the template or existing quote. If you specify
New Quote, the
Source field remains
disabled.
Click
Process.
In the Sections and Operations sections, add sections and
operations, or modify existing records, as needed.
Save the form to update the
Print Quote Price and
Cost Roll fields.
Close the form.
Open the
Estimate Lines form.
Specify the appropriate record and view the
Printing tab.
Specify the fields that the
Printing Estimate Workbench did not.
Save the record and close the form.
Information entered before saving the quote displays on the
Estimate Lines and
Estimate Job Orders forms, where you can
update them as needed.