Configuring an Estimate

To configure an estimate header, do the following:

1. Access the Estimates or Estimates Quick Entry form.
2. Add an estimate, or edit an existing estimate. Make sure the estimate has a status of Planned.
3. Save the estimate.
4. Select Actions > Configure.

   The configuration user interface (UI) for the estimate displays. The information you select from the UI can be used to configure the estimate header and all line items.

5. Configure the estimate. 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.

6. After the system returns the configured estimate, process it according to your standard procedures.

The next time you select that estimate header or line item, the user interface displays the saved information.

NOTE: If you reconfigure an estimate, any existing line items or job cross-references will be deleted.

Related Topics

Configuring an Estimate Line

Attaching Infor PCM Documents to SyteLine Records

Configuring an Item from a Customer Order Line (Regular or Blanket)

Configuring a Customer Order

Copying a Customer Order or Estimate with Configuration Information

List Configuration Values

Printing Configuration Information

Setting Up a Configuration Interface for an Item or Job - Infor PCM