Source Button

Clicking this button creates a cross-reference record for the current line item (or displays the existing cross-reference record). You can attach or cross-reference this estimate line to a Job or Project. The value in the Reference field determines how the line item is cross-referenced. If the reference field is blank, a new record will be added based on the reference type. After you create the new estimate job or estimate project, the estimate line will be updated to reflect the cross reference.

You can cross-reference an estimate line only to a Job or Project. Also, you cannot define a source cross-reference on a new record (you must save the record first).

See Cross-Referencing Demands to Supplies for detailed steps.