Use the following procedures to copy a project quotation.

Copy a quotation

  1. Click > .

  2. If you have not already done so, click to see the complete form.

  3. Create a new quotation to copy information to.

    Only quotations with the status of can be copied or edited.

  4. On the header of the form, click > .

  5. In the field group, select the copy options to apply for the copy process:

    • Select the check box to copy all dimensions, sales tax and ledger accounts to the new project quotation. Delivery dates are not copied.

    • Select the check box to delete any project quotation lines in the new project quotation prior to copying project quotation lines from this form.

    • Select the check box to copy information from the selected project quotation to the new project quotation.

  6. On the tab or the tab, select the quotation you want to copy information from.

    • The tab displays quotations which have been created, lost and/or canceled.

    • The tab displays quotations which have been sent or confirmed.

  7. Select the check box to copy the selected quotation and all the associated quotation lines.

    The check box for all associated quotation lines in the lower half of the form is completed automatically.

  8. Click OKto start the copy process.

Tip Tip

You can see the quotation lines you have selected to be copied to the quotation in the tab.

Copy quotation lines

  1. Click > .

  2. In the form, select the quotation to which you want information copied. Only quotations with the status of can be copied to or edited.

  3. Press the button > .

  4. In the field group, in the form, select the copy options that you want to apply for the copy process:

    • Select the check box to copy all dimensions, sales tax, and ledger accounts to the new sales quotation. Delivery dates will not be copied.

    • Before you copy any sales quotation lines from this form, select the check box to delete any sales quotation lines in the new sales quotation.

    • Select the check box to copy information from the selected sales quotation to the new sales quotation.

  5. In the tab, select the quotation from which you want to copy information.

    • The tab displays quotations that have been created, lost, or canceled.

    • The tab displays quotations that have been sent or confirmed.

  6. In the lower half of the form, select the quotation line or lines you want to copy by clicking the check box.

  7. If you want to copy quotation lines from another quotation, select a new quotation in the tab, and proceed as you did in step 5.

  8. Click to start the copy process.

Tip Tip

In the tab, you can see the quotation lines that you have selected to be copied to the quotation.