This procedure can be used to copy a customer, vendor, warehouse, company, sales order, or sales line address to a project quotation header or project quotation line.

  1. Click > .

  2. Select the quotation header or line where you want the new address.

  3. Click the button in the relevant header or line and select . This will open the form.

  4. Select a tab ( , , and so on) then select the relevant address in the upper part of the form.

  5. If you want to copy an alternate address on the lower part of the form then select that address.

  6. Click the upper button for the primary address or the lower button for the alternate address.

    This closes the form and copies the selected address to the sales order header or line chosen in step 2.