Slide notes:
When we have satisfied the awards and checked the review, we may 'Build the
Quotation'.
Slide 2
Slide notes:
We note that the Customer information at 'Order Headers' is defaulted from
the Customer Account record, but we may make changes to this information if
necessary, and of course this information is used on the Quotation
printout.
Slide 3
Slide notes:
We choose 'Build Quotation'. The system will perform a number of rules to
check whether there are Order Items, Bids, Awards, etc. and if all
necessary criteria are met, then the quotation content screen is produced.
Slide 4
Slide notes:
Here we can choose the print option to produce a Quotation printout, if we
are satisfied with the content. We can also return to our working data,
make changes, and return here again and again until we have the quotation
perfectly matched to our requirements.
