Case Scenario 1: Cost Estimate -> SO/EPO
Case Scenario 1: Cost Estimate -> SO/EPO
There are 2 types of Cost Estimate, one is Mindef, another is ST.
There are 2 types of SO, one is with order lines, another is without order lines.
| Navigation | Sales > Cost Estimate |
| Video Guide | Generate Cost Estimate for Mindef with excel Generate Cost Estimate for ST with excel Convert Cost Estimate to SO with order line (Note that SO will be auto-create and all the data will be prepopulated over to SO) Convert Cost Estimate to SO without order line (Note that SO will be auto-create and all the data except order line will be prepopulated over to SO) |
| Note | "Reference" in excel, for example; "JH/CW/SGC/2302-158" is "JH", followed by company code, camp code and YYMM and running number. If "Mindef" pricelist is selected, only "Mindef" products will be loaded in the order line. If "ST" pricelist is selected, only "ST" products will be loaded in the order line. |
Convert Multiple Cost Estimate to Single SO/EPO and Multiple SO/EPO
| Video Guide | Create Multiple Cost Estimates to Single Quotation Note: Must select the same customer to combine into a single Quotation Create Multiple Cost Estimates into Separate Quotation Note: Cost estimate must be "Approved" in order to convert to Quotation. |
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