{"id":306,"date":"2021-11-22T15:00:08","date_gmt":"2021-11-22T15:00:08","guid":{"rendered":"https:\/\/projectpro365.com\/user-guide\/?p=306"},"modified":"2022-06-10T08:28:27","modified_gmt":"2022-06-10T08:28:27","slug":"defining-a-job-quote","status":"publish","type":"post","link":"https:\/\/www.projectpro365.com\/user-guide\/job-quotes\/defining-a-job-quote\/","title":{"rendered":"Defining A Job Quote"},"content":{"rendered":"

For defining a Job Quote, open Quotes list either from search option available or by clicking on the Quote icon available at Role Center. Once you have opened up your existing Quote list click on \u201cNew\u201d option to create a new Quote. <\/span>After entering your Quote No., you will have an option to bring in Default Job Tasks or add your own Job Task Codes to this Quote.<\/span><\/p>\n

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General Tab:<\/b>
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FIELDS<\/b><\/td>\nDESCRIPTION<\/b><\/td>\n<\/tr>\n
Quote No.:<\/b><\/td>\nDefines the unique no. for this Quote or can be set to automatic if number series is selected.<\/span><\/td>\n<\/tr>\n
Description\/Nickname:<\/b><\/td>\nName or description of the Quote.<\/span><\/td>\n<\/tr>\n
Proposal Date:<\/b><\/td>\nDate of the Proposal.<\/span><\/td>\n<\/tr>\n
Link to Quote No.:<\/b><\/td>\nIf you want to link it to some other Proposal.<\/span><\/td>\n<\/tr>\n
Revision No.:<\/b><\/td>\nIf you are creation a revision of the existing quote than system automatically increments the number.<\/span><\/td>\n<\/tr>\n
Sell to Customer No.:<\/b><\/td>\nDefines the customer no.<\/span><\/td>\n<\/tr>\n
Sell to Customer Name:<\/b><\/td>\nDefines the name of the customer<\/span><\/td>\n<\/tr>\n
Salesperson Code:<\/b><\/td>\nDefines the code of the salesperson<\/span><\/td>\n<\/tr>\n
Sales Person Name:<\/b><\/td>\nDefines the name of the Sales Person<\/span><\/td>\n<\/tr>\n
Contact No:<\/b><\/td>\nContact No.<\/span><\/td>\n<\/tr>\n
Contact Name:<\/b><\/td>\nContact name for this Quote<\/span><\/td>\n<\/tr>\n
Probability to Close:<\/b><\/td>\nDefine the probability to close this quote out of available options<\/span><\/td>\n<\/tr>\n
Template:<\/b><\/td>\nSet this Boolean to yes if it is a template and not the actual quote<\/span><\/td>\n<\/tr>\n
Estimated Month to Close:<\/b><\/td>\nDefines the estimated month to close this Quote<\/span><\/td>\n<\/tr>\n
Estimated Month to Bill:<\/b><\/td>\nDefines the estimated month to bill for this quote<\/span><\/td>\n<\/tr>\n
Estimated % to Bill:<\/b><\/td>\nDefines the estimated % to bill<\/span><\/td>\n<\/tr>\n
Lump Sum:<\/b><\/td>\nSelect this Boolean to yes if it is a lumpsum Quote<\/span><\/td>\n<\/tr>\n
Status:<\/b><\/td>\nIt defines the status of this Quote<\/span><\/td>\n<\/tr>\n
Job Ship-to Code:<\/b><\/td>\nIf in case you have define the job ship to code than you can select from the drop down and address and other fields gets populated on its own from card.<\/span><\/td>\n<\/tr>\n
Job Address 1:<\/b><\/td>\nDefines the Job address 1<\/span><\/td>\n<\/tr>\n
Job Address 2:<\/b><\/td>\nDefines the Job address 2<\/span><\/td>\n<\/tr>\n
Job City:<\/b><\/td>\nDefines the Job City<\/span><\/td>\n<\/tr>\n
Job State:<\/b><\/td>\nDefines the Job State<\/span><\/td>\n<\/tr>\n
Job Zip Code:<\/b><\/td>\nDefines the Job Zip Code<\/span><\/td>\n<\/tr>\n
Job Country\/Region Code:<\/b><\/td>\nDefines the Job Country<\/span><\/td>\n<\/tr>\n
Billing Job Task No.:<\/b><\/td>\nDefines the Job Task No\u00a0<\/span><\/td>\n<\/tr>\n
Job Posting Group:<\/b><\/td>\nDefines the Job Posting group for this Quote<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Lines Tab:<\/b>
\nUnder the lines tab you can define Items and Resources for a customer quote. In this case, your lines, when converted to a job will be Budget\/Billable lines. This will allow your sales invoices to be created directly from the job.<\/span><\/p>\n

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Package Lines Tab:<\/b>
\nThrough this you can populate the Job Task Codes through your package. From the drop-down option select the package no. Templates are the job card with Job Class set as Template (created by user), which has as pre requisites containing the Job Task Codes & Planning Lines containing contract line and total line.<\/span><\/p>\n

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In a Job Quote, we can add an attachment to a Job Quote. To add an attachment click on \u201cI\u201d button then click on the \u201cDetails\u201d tab. In the \u201cAttachment\u201d section we can add the file.<\/p>\n

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Assembly BOM lines<\/b>
\nIn this you can define the assembly BOM under the number tab you can select from the list of pre-defined Bom prepared with various combinations and qty defined.<\/span><\/p>\n

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Task Totals<\/b>
\nIt displays the total of the budgeted cost & price taken at the job task lines and planning lines.<\/span><\/p>\n

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In a Job quote with task totals we can view a report based on the Task totals<\/p>\n

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To generate the report, On the Job quote page, click on \u201cReports\u201d then click on \u201cPrint By Tasks\u201d.<\/p>\n

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Click on \u201cPreview and Close\u201d<\/p>\n

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In this report we can see the task totals for each activity.<\/p>\n

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Segment Totals<\/b>
\nIn this we can categorize\/group the various budget\/cost lines on the basis of segment code and segment names in order to have the proper break-down of the costs across your task codes and planning lines.<\/span><\/p>\n

In the segment code and segment name fields, define the desired segment code nomenclature you would like for identifying the grouping of similar tasks.\u00a0<\/span><\/p>\n

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Under the Line section there are two options:<\/span><\/p>\n