Estimating: How to Use Estimates with Orders and Opportunities

This topic describes the processes and forms that provide you with the ability to use estimates with sales orders and opportunities. When the Estimating feature is enabled on the Enable/Disable Features (CS100000) form, elements that provide the ability to work with estimated become visible on the Sales Orders (SO301000), Opportunities (CR304000), and Sales Quotes (CR304500) forms.

Sales orders are maintained by using the Sales Orders form and the order type determines the template used; for example, a template can be a quote, sales order, or sales order with allocation. You must enable estimates for each order type you wish to use by selecting the Allow Estimating check box on the General tab of the Order Types (SO201000) form. Typically, you would only use estimates in quotes because you cannot ship an estimate; the estimate item must be converted to a stock item first.

To make the estimates functionality available on the Opportunities and Sales Quotes forms, you select the Allow Estimating check box on the General Settings tab of the Customer Management Preferences (CR101000) form.