Core TSIs : Work Orders : Cost management in Work Orders : Adding quotations
Adding quotations
When your organization receives a quotation, you can register the quotation data.
Procedure
1. Go to Order details > Quotations.
2. Click Add on the action menu.
3. Enter the required information in the data section. For the field information, refer to Quotation data.
4. Click Save. A quotation for the selected order is registered.
5. Click Create estimate on the action menu, to transfer the quotation data to the Estimates selection step.
Create estimate can only be used if the fields Amount and Date of receipt are populated and saved.