View a Sales Document from the Project

Sales documents can be opened from the project line (position) or action bar.

To open a sales document from the project line

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Projects, and then choose the related link.
  2. Locate and open the project for which the document is to be viewed.
  3. On the Home menu, choose the Budget Calculation action.
  4. The Sales Quote and Sales Order fields will contain a Yes to indicate that a document has been created for this project line (position). Choose the Yes value to display the document.
  5. Close the sales document.

To open a sales document from the action bar

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Projects, and then choose the related link.
  2. Locate and open the project for which the document is to be viewed.
  3. On the Home menu, choose the Budget Calculation action.
  4. On the Related menu, choose Line > Sales Quote or Sales Order, respectively.
  5. Close the sales document.

See Also

Project Budget Calculation Page


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