Cost Estimate / Sales Order / EPO / Invoice / Payment

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Course content

Case Scenario 2: SO/EPO -> Cost Estimate

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Workflow

Step 1: Create SO

Step 2: Create Cost Estimate and select SO; only core SO data will be prepopulated from SO.

Step 3: Link SO to back to Cost Estimate

Note

Using the system, you can quickly create a cost estimate and convert it to SO; you might
want to use it this way as it's much more efficient.