Configuring an Estimate Line

To configure an estimate line, do the following:

On the Estimate Lines or Estimated Quick Entry form, add or update a configurable line item that has a status of Planned.
To configure the line item, click Configure. The configuration user interface (UI) for the item displays.
Configure the estimate line. Refer to the configuration application's documentation for additional information.

Note: When you are in a configuration session, the system prevents you from accessing any SyteLine forms or online help.
After the system returns the configured estimate line, process it according to your standard procedures.

After processing, the system updates the Estimate Lines form with the configuration information.

Note:

If Auto Job Generation is set to Always for this item on the Items form, General tab, a cross-reference job is automatically created.
If Auto Job Generation is set to Prompt, the system asks if you want to create a cross-reference job.
Rules can be defined that place an Infor CPQ configuration on hold if, for example, an option in the configuration requires approval. When the original user completes the configuration, the Configure button for the line is set to Configure-HOLD, and the Config Hold field is selected. When a configuration is approved, you can either reconfigure the line to remove the hold in Infor CPQ, or you can select the Actions > Remove Config Hold menu option in SyteLine. The button label is updated to Configure-Complete and the Config Hold field is cleared.
The configuration hold extends to any jobs that are sourced from the estimate line. Those jobs cannot be released until the hold is removed.