Estimates Quick Entry

This form contains information about the customer for a particular estimate, and allows you to enter and maintain line items.

Note:  If you are using co-product items and co-jobs, use the Estimate Job Order Quick Entry form.

The Actions menu includes these options:

  • Configure Header allows you to configure the estimate header.
  • Generate Document opens the Infor CPQ Document Automation interface, where you can generate configurable documents.
  • List Header Configuration Valueslists values from the configured header.
  • List Line Configuration Values lists values from configured  lines.
  • Remove Config Hold clears the configuration hold on an order line. This option is enabled only when the Config Hold check box is selected for the order line.
  • Use the Post Configuration Status utility to process those post configuration records with a status of not completed.
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