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How do I quote a customer for a project?

On Project Quotation pick Account Type Customer (or Prospect and type the name), the site, and add lines with quantity, price, discount, tax group and tax zone. Save. It is an offer only: nothing is created from it.

Screen
Project Accounting › Project › Project Quotation
Who
The sales or project manager
Takes effect
On Save
Needs first
The customer; tax zones and tax groups

Steps​

  1. Open Project Quotation, New. Order Journal, Account Type, Customer or Name, Project Quotation Date, Site, and the Project if it exists. Create.
  2. Add the lines. Category, line type and what is sold, Quantity, Price, Discount %, Tax Group, Tax Zone.
  3. Press the Tax lines button on a line to see its tax.
  4. Save. Print it from Project Accounting › Reports › Project Quotation.

Check it worked​

  • The totals show Net Amount, Tax Amount and Amount Including Tax.

Nothing in this task posts to the accounts.

If something looks wrong​

  • "Required date cannot be less than Posting date". Move the Required Date.
  • "'Project Quotation' lines cannot be empty". Add a line.