View a Sales Document from the Job

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

To open a sales document from the job line

1. Choose the icon, enter Projects, and then choose the related link.
2. Locate and open the job 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 job 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 icon, enter Projects, and then choose the related link.
2. Locate and open the job 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

Job Budget Calculation Page

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