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Job Transfer to Sales Quote


2024/10/17 • 1 min. to read
Set the conditions for how sales quotes should be created for the job.

Options, Options

Create New QuoteSpecifies if the batch job creates a new sales quote.
Posting DateSpecifies the posting date for the document.
Append to Quote No.Specifies the number of the quote that you want to append the lines to if you did not select the Create New Quote field.
Quote Posting DateSpecifies the posting date of that quote if you filled the Append to Quote No. field.
Job ReceiverSpecifies the number of job receivers that will be used to create the documents.
Create Job Budget EntriesSpecifies, if you want and how you want to create the job budget entries.


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