Navigating the form

Overview

View the quotation lines that you want to transfer.

Show selected transactions

View the whole selected quotation.

Mark

Select whether to transfer the quotation line.

Quotation

View the quotation ID.

Project

View the project ID.

Project

View the project ID.

Transaction type

Specify the project transaction type that you want to use when transferring the quotation lines to the project.

Start date

Select the date to apply the budget amount.

Employee/Item

Select an employee or item for the project.

Category

Select the category that you want to use for the project.

Line property.

Select the line property to which you want to attach the transaction status.

Quantity

Enter the quantity in sales units, that is ordered

Net amount

View the sales amount of the line, and include any discount.