Estimates Quick Entry

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

NOTE: Estimates do not support co-product items.

Actions Menu

The Actions menu includes these options:

Configure Header allows you to configure the estimate header
Generate Document opens the Infor PCM Document Automation interface, where you can generate configurable documents. For more information, see Attaching Infor PCM Documents to SyteLine Records.
List Header Configuration Values lists 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.