Estimates Quick Entry

This form contains information about the customer for a particular estimate, and allows you to enter and maintain line items.

Note: If you are using co-product items and co-jobs, use the Estimate Job Order Quick Entry form.

The Actions menu includes these options:

Configure Header allows you to configure the estimate header.
Generate Document opens the Infor CPQ Document Automation interface, where you can generate configurable documents.
List Header Configuration Valueslists values from the configured header.
List Line Configuration Values lists values from configured lines.
Remove Config Hold clears the configuration hold on an order line. This option is enabled only when the Config Hold check box is selected for the order line.
Use the Post Configuration Status utility to process those post configuration records with a status of not completed.