Project Quotes

Form ID: (PM304500)

On this form, you can do the following:

Create a new project quote, either from scratch or by using a project template
Note:
In project quotes, you can add only line-level discounts. If you need to provide a document-level discount or group-level discount, you need to create a sales quote on the Sales Quotes (CR304500) form.
View and modify the settings of any existing project quote
Delete an existing project quote
Create a project based on the selected project quote

For more information, see Processing Project Quotes.

This form is available if the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Approve	Changes the status of the project quote from Pending Approval to Prepared. When you click this button or command, the Enter Reason dialog box opens if on the Rule Actions tab of the Approval Maps (EP205015) form for the applicable map, Is Optional or Is Required is selected in the Reason for Approval box. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being approved. This command is available if the selected project quote has the Pending Approval status. For more information, see Managing Assignment Maps.
Convert to Project	Opens the Convert to Project dialog box, where you can specify the settings for converting the project quote to a project. This command is available if both of the following conditions are met: The project quote has the Prepared or Sent status. The project quote has no related opportunity (that is, the Opportunity ID box in the Summary area of the form is empty) or the project quote is the primary quote of the related opportunity (that is, the Opportunity ID box is filled in and the Primary check box is selected in the Summary area of the form).
Copy	Opens the Copy Quote dialog box, where you can specify the settings to create a copy of the project quote.
Edit	Changes the status of the project quote to Draft so that the project quote can be modified. This command is available if the status of the project quote is Prepared or Sent. If the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, this command is also available for a project quote that has the Approved or Rejected status.
Email	Creates an email activity to which the Project Quote (PM604500) report for the project quote is attached, lists the created activity on the Activities tab of this form, and changes the status of the quote to Sent. The system generates and sends the email in accordance with the mailing settings defined for the project template selected in the Project Template box in the Summary area of the form. This command is available if the status of the project quote is Prepared, Sent, or Closed. For details about mailing settings for project quotes, see Project Mailing Configuration: Project Quotes.
Print	Navigates to the Project Quote (PM604500) report, which you can print. This command is available if the project quote has the Prepared, Sent, or Closed status.
Reassign	Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form. This command is available if the project quote has the Pending Approval status. For more information, see Managing Assignment Maps.
Recalculate Prices	Opens the Recalculate Prices dialog box, where you can specify the settings to recalculate prices and line discounts of the project quote on the Estimation tab. This command appears on the More menu if the status of the project quote is Draft.
Reject	Changes the status of the project quote from Pending Approval to Rejected. When you click this button or command, the Enter Reason dialog box opens if on the Rule Actions tab of the Approval Maps (EP205015) form for the applicable map, Is Optional or Is Required is selected in the Reason for Rejection box. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being rejected. This command is available if the selected project quote has the Pending Approval status. For more information, see Managing Assignment Maps.
Set as Primary	Defines the project quote as the primary project quote for the opportunity selected in the Opportunity ID box in the Summary area of the form—that is, selects the Primary check box in the Summary area of the form. This command is available if the Customer Management feature is enabled on the Enable/Disable Features (CS100000) form and the following conditions are met: The project quote has an associated opportunity specified in the Opportunity ID box in the Summary area of the form. The project quote is not the primary project quote of the associated opportunity. The status of the project quote is not Closed.
Submit	Changes the status of the project quote from Draft to Prepared. If the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and an approval map is specified for project quotes in the Project Quote Approval Map box on the Approval tab of the Projects Preferences (PM101000) form, the command assigns the project quote the Pending Approval status. This command appears on the More menu if the status of the project quote is Draft.
Validate Addresses	Validates the addresses specified for the document on the Addresses tab through integration with a specialized third-party software or service. This command appears on the More menu if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 1. Copy Quote Dialog BoxYou use this dialog box to create a copy of the selected project quote.
Element	Description
Description	The brief description to be specified in the copy of the selected project quote.
Recalculate Prices	A check box that indicates (if selected) that in the copy of the selected project quote, the system should update all the prices and costs except the prices and costs that have been modified manually in the original project quote with the current prices and costs.
Override Manual Prices	A check box that indicates (if selected) that in the copy of the selected project quote, the system should update the prices and costs that have been modified manually in the original project quote with the current prices and costs. This check box is available for selection if the Recalculate Prices check box is selected.
Recalculate Discounts	A check box that indicates (if selected) that in the copy of the selected project quote, the system should update all line discounts except the line discounts that have been modified manually in the original project quote with the applicable automatic line discounts.
Override Manual Discounts	A check box that indicates (if selected) that in the copy of the selected project quote, the system should update the line discounts that have been modified manually in the original project quote with the applicable automatic line discounts. This check box is available for selection if the Recalculate Discounts check box is selected.
This dialog box has the following buttons.
OK	Creates a copy of the selected project quote using the settings you have specified in the dialog box, closes the dialog box, and opens the created project quote.
Cancel	Cancels the creation of a copy of the selected project quote and closes the dialog box.

Table 2. Recalculate Prices Dialog BoxYou use this dialog box to update prices and line discounts of the selected project quote on the Estimation tab.
Element	Description
Recalculate	The way prices and line discounts are recalculated. You can select one of the following options: Current Line: To recalculate prices and line discounts for the selected line All Lines: To recalculate prices and line discounts for all lines
Set Current Unit Prices	A check box that indicates (if selected) that the system should update all the prices of the selected project quote on the Estimation tab except the prices that have been modified manually with the current prices.
Override Manual Prices	A check box that indicates (if selected) that the system should update the prices of the selected project quote on the Estimation tab that have been modified manually with the current prices. This check box is available if the Set Current Unit Prices check box is selected.
Recalculate Discounts	A check box that indicates (if selected) that the system should update all line discounts of the selected project quote on the Estimation tab except the line discounts that have been modified manually with the applicable automatic line discounts.
Override Manual Line Discounts	A check box that indicates (if selected) that the system should update the line discounts of the selected project quote on the Estimation tab that have been modified manually with the applicable automatic line discounts. This check box is available if the Recalculate Discounts check box is selected.
This dialog box has the following buttons.
OK	Recalculates the prices and line discounts of the selected project quote using the settings you have specified in the dialog box and closes the dialog box.
Cancel	Cancels the recalculation of prices of the selected project quote and closes the dialog box.

Table 3. Convert to Project Dialog BoxYou use this dialog box, which is opened when you click the Convert to Project button on the form toolbar, to create a project based on the selected project quote. The dialog box includes the following elements.
Element	Description
Populate Labor Cost Rates	A check box that indicates (if selected) that the system should create labor cost rates based on the project quote settings if labor cost rates with the same parameters and the effective date do not exist on the Labor Rates (PM209900) form. The labor cost rates are created based on the settings of the estimation lines that meet the following conditions: The inventory item is a non-stock item of the Labor type. The employee is selected. If the quote has several estimation lines which the same inventory item, project task, and employee, the labor cost rate is created based on the line with the largest Unit Cost.
Activate Project	A check box that indicates (if selected) that the system should create the project with the Active status.
Activate Tasks	A check box that indicates (if selected) that the system should create project tasks with the Active status for the project.
Copy Notes to Project	A check box that indicates (if selected) that the system should copy to the project any notes attached to the project quote—that is, the notes listed in the form title bar. The system does not copy notes attached to the project quote lines, for example, estimation lines.
Copy Files to Project	A check box that indicates (if selected) that the system should copy to the project any files attached to the project quote—that is, the files listed in the form title bar. The system does not copy files attached to the project quote lines, for example, estimation lines.
Link Activities to Project	A check box that indicates (if selected) that the system should copy to the project any activities from the project quote.
This dialog box has the following buttons.
OK	Creates a new project based on the project quote and the settings you have specified in this dialog box, assigns the Closed status to the project quote, closes the dialog box, and opens the created project on the Projects (PM301000) form.
Cancel	Cancels the creation of a project based on the project quote and closes the dialog box.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.

You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the *Address Lookup Integration* feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating MYOB Acumatica with Web Map Services.
Element	Description
Enter a Location	A box for searching for the company's address. You can do the following by using this box: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.

Reassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records. The dialog box opens when you click Reassign.


Element	Description
New Approver	The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver's Delegations	A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date. If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).
This dialog box has the following buttons.
Reassign	Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel	Closes the dialog box and cancels the reassignment of the selected record or records to a new approver.

Summary Area

You can use the elements in this area to add the summary settings of a new project quote or to select an existing project quote and view its details.

You can change the settings in this area if the status of the project quote is Draft. Otherwise, all the elements in the Summary area except the Quote Nbr. are read-only; you can select a new quote number in this box to view the project quote with the selected number.


Element	Description
Quote Nbr.	The reference number of the project quote, which the system automatically assigns by using the numbering sequence that has been specified on the Projects Preferences (PM101000) form.
Opportunity ID	The opportunity, which has been created on the Opportunities (CR304000) form, that is related to the project quote. This box is shown if the Customer Management feature is enabled on the Enable/Disable Features (CS100000) form.
Primary	A check box that indicates (if selected) that the project quote is the primary quote of the opportunity selected in the Opportunity ID box. The primary quote of an opportunity is the quote for which the check box in the Primary column is selected on the Quotes tab of the Opportunities (CR304000) form. To select this check box, you click Set as Primary on the More menu. For more information, see Processing Project Quotes. The check box is read-only and shown if the Customer Management feature is enabled on the Enable/Disable Features (CS100000) form.
Status	The system-assigned status of the project quote, which can be one of the following options: Draft: The project quote is a draft and can be modified. Pending Approval: This status reflects that the project quote has been submitted (that is, the Submit command has been invoked for the project quote). The employee who has been assigned to approve the project quote can do so on the Approvals (EP503010) form. If the project quote is approved, it is assigned the Prepared status; if the project quote is rejected, its status changes to Rejected. This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and an approval map is specified for project quotes in the Project Quote Approval Map box on the Approval tab of the Projects Preferences (PM101000) form. Rejected: The status indicates that the employee who was assigned to approve the project quote has rejected it. This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and an approval map is specified for project quotes in the Project Quote Approval Map box on the Approval tab of the Projects Preferences (PM101000) form. Prepared: This status indicates that the project quote has been submitted and can now be sent to the customer or converted to a project. If approval of project quotes is not required or configured, the system assigns this status to any project quote you submit with the Draft status. If approval is required, the system assigns this status to the project quote when it has been approved. If you delete a project created based on the project quote, the system changes the status of the project quote from Closed to Prepared so you can again create a project based on the modified quote, if needed. Sent: This status indicates that the project quote has been sent to the customer and can be converted to a project. The system assigns this status to the project quote when the Email command has been invoked for the project quote. Closed: The system assigns this status to the project quote with the Prepared or Sent status when a project has been created based on the project quote.
Date	The date of the project quote. By default, the system assigns the business date as this date when the project quote is created.
Expiration Date	The expiration date of the project quote.
External Ref.	The external reference number of the project quote.
Description	The description of the project quote.
Project Template	The project template, which is used to populate the project tasks, attributes, and project manager of the project quote. You must specify a project template if you will convert the project quote to a project.
Project Manager	The employee of your company who is responsible for the estimation of the project quote and who will be the project manager.
Business Account	The customer or prospective customer for the project quote and the project created based on the project quote. In this box, you can select a customer whose settings permit the use of the branch selected in this document—that is, a customer for which the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document). If the project quote is created based on an opportunity, the system copies to the project quote the business account of the opportunity, if one has been specified. You must specify a business account if you will convert the project quote to a project. You can change the business account of a project quote that is assigned the Draft status and is linked to an opportunity. If you change the business account in the primary quote of an opportunity, the system will also update the business account of the opportunity in the Summary area of the Opportunities form.
Contact	The employee of the customer or prospective customer who is the primary contact person for the project quote and for the project created based on the project quote. If you initially specify or change an account in the Business Account box of the current form, the system uses the following rules, which are based on the settings of the business account on the Business Accounts (CR303000) form: If the business account has an active primary contact specified on the General tab, this contact is inserted. If the business account has only one active contact specified on the Contacts tab, this contact is inserted. If the business account has no active primary contact and no associated active contacts specified on the Contacts tab, or the account has more than one active contact, the box is left empty. Note: If a contact is specified in this box, and you clear the Business Account box and save changes to the form, the contact remains unchanged. If you change the contact in the primary project quote of an opportunity, the system will also update the contact in the opportunity in the Contact box of the Opportunities form.
Owner	The employee of your company who is the owner of the project quote. By default, the owner is the creator of the project quote.
Currency	The currency of the project quote. If the Multicurrency Projects feature is disabled on the Enable/Disable Features (CS100000) form, you cannot change the currency. If the project quote is created based on an opportunity, by default, the system selects the opportunity currency as the project quote currency. If the status of the project quote is Draft and the quote is the primary quote of an opportunity—that is, the Primary check box is selected in the Summary area of this form, and you change the currency, rate type, effective date, or exchange rate of the opportunity on the Opportunities (CR304000) form, the system changes the project quote currency accordingly. If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, this currency is the business account's currency selected in the Currency ID box on the Financial tab of the Customers (AR303000) form. If no currency is defined for the customer, the base currency is selected. You can change the currency if for the business account, the Enable Currency Override check box is selected on the General tab (Financial Settings section) of the Customers (AR303000) form. If you change the currency, rate type, effective date, or exchange rate of the project quote, and the project quote is the primary quote of an opportunity, the system changes the opportunity currency accordingly. For project quotes, the system uses the exchange rate of the default rate type of projects specified in the PM Rate Type box (Default Rate Types section) on the Currency Management Preferences (CM101000) form. You can override the exchange rate for the project quote if for the customer, the Enable Rate Override check box is selected on the Financial tab of the Customers (AR303000) form. If you convert the project quote to a project, the system copies to the project the project quote currency, the exchange rate of the project quote, and the price and cost information from the project quote in the project currency. This box appears on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.
New Project ID	The reference number that will be assigned to a project created based on the project quote. This reference number cannot duplicate any existing project identifier. If auto-numbering is not configured for the PROJECT segmented key on the Segmented Keys (CS202000) form, in the project quote that is assigned the Prepared status, you must specify this identifier manually before converting the quote to a project.
Total Sales	The total estimated sale of the project quote, which the system calculates as the total of the amounts specified in the Amount column on the Estimation tab. Note: If an estimation line is taxable, the inclusive line-level tax applicable to each line is included in the amount of the line. If the Primary check box is selected in the Summary area of the current form for this quote and the Selected check box is selected on the Multiple Customers tab for the business account on the Opportunities (CR304000) form, the value in this box equals the value in the Quoted Amount column of the row indicated as Selected on the Multiple Customers tab.
Total Cost	The total estimated cost of the project quote, which the system calculates as the total of the amounts specified in the Ext. Cost column on the Estimation tab.
Gross Margin Amount	The estimated gross margin of the project quote, which the system calculates as the difference between the Total Sales and Total Cost.
Gross Margin (%)	The percentage of the estimated gross margin of the project quote, which the system calculates by using the following formula: `Gross Margin (%) = ( Total Sales - Total Cost ) / Total Sales * 100`.
Tax Total	The total tax of the project quote, which the system calculates as the total of the amounts specified in the Tax Amount column on the Taxes tab. Note: Inclusive taxes are not copied from the project quote to the resulting project that is created based on this project quote.
Quote Total	The overall total of the project quote, which the system calculates by using the following formula: `Quote Total = Total Sales + Tax Total – Inclusive Tax Total`.

Estimation Tab

This tab lists all the estimated labor and material costs, prices, billing rates, and fixed price amounts, which the system converts to the revenue and cost budgets when you create a project based on the project quote.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, you can review project quote amounts in both the project quote currency and the base currency, but you can edit the amounts only in the project quote currency.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 4. Table Columns
Button	Description
Inventory ID	The stock or non-stock inventory item that is associated with the estimation line. You can leave the column empty. In this case, as a result of the conversion to a project, the estimation line will be associated with the empty item code.
Description	The description of the estimation line.
Quantity	The estimated quantity of the task and optionally of the inventory item or cost code.
UOM	The unit of measure of the estimation line. If an inventory item is selected in the Inventory ID column, the UOM is automatically selected as the base unit of measure of this inventory item and can be changed to another UOM that is available for the item. If no item is specified, you can select any existing UOM.
Unit Cost	The cost of the estimation line. You can enter the cost manually or change the default cost. By default, this column contains the cost of the inventory item selected in the estimation line. For more details on how the system selects the cost, see Project Budget: Unit Rate in Budget Lines. If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system converts the retrieved unit cost to the currency of the project quote by using the exchange rate of the project quote.
Ext. Cost	The extended cost of the estimation line, which the system calculates by multiplying the Quantity and Unit Cost values of the line. If the estimation line has an account group selected in the Cost Account Group column, the Ext. Cost cannot be zero.
Unit Price	The price of the estimation line. You can enter this price manually or change the default price. By default, this column contains the price of the inventory item selected in the estimation line. The system searches for an applicable price that is effective on the date of the project quote among the sales prices existing in the system. For more details on how the system searches for the price, see Automatic Price Selection: Rules of Price Selection. Note: If you have entered the unit price manually and saved the project quote and you change the project quote date, this value will not be automatically updated by the system to the effective price for the new project quote date. If you want to replace this price with the sales price currently effective for the item, click Recalculate Prices in the More menu. Then in the Recalculate Prices dialog box, which opens, select the Set Current Unit Prices and Override Manual Prices check boxes, and click OK. If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system converts the retrieved unit price to the project quote currency by using the exchange rate of the project quote.
Ext. Price	The extended price for the estimation line, which the system calculates by multiplying the Quantity and Unit Price values for the line. If the estimation line has an account group selected in the Revenue Account Group column, the Ext. Price cannot be zero.
Discount, %	The discount percent calculated on the extended price. By default, sales discounts are associated with inventory items, but you can change this percent manually, if needed. If you change one of these, discount percent or discount amount, the system changes the other automatically.
Discount Amount	The discount amount calculated on the extended price. By default, sales discounts are associated with inventory items, but you can change this amount manually, if needed. If you change one of these, discount percent or discount amount, the system changes the other automatically.
Amount	The amount of the estimation line. The system calculates this amount by using the following formula: `Amount = Ext. Price – Discount Amount + Inclusive Line-Level Tax Amount`
Project Task	The task of the project quote that is associated with the estimation line. By default, the system populates this column with the default project task, if any. The value can be overridden.
Cost Code	The cost code that is associated with the estimation line. The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.
Cost Account Group	The expense account group of the estimation line. You can select an account group of the Expense type, or an account group of the Off-Balance type for which the Expense check box is selected on the Account Groups (PM201000) form. By default, for a non-stock item, the system populates this column with the account group associated with the Expense Account of the item specified on the GL Accounts tab of the Non-Stock Items (IN202000) form. For a stock item, the system populates this column with the account group associated with the COGS Account of the item specified on the GL Accounts tab of the Stock Items (IN202500) form. The value can be overridden. If the Ext. Cost of the estimation line is nonzero, you must specify an account group in this column.
Revenue Account Group	The income account group of the estimation line. By default, if there is only one income account group defined on the Account Groups (PM201000) form, the system selects this account group for a new estimation line. When a cost account group is selected for the estimation line, the system overrides the revenue account group with the Default Revenue Account Group of the selected cost account group specified in the Summary area of the Account Groups (PM201000) form. The value can be overridden. If the Ext. Price of the estimation line is nonzero, you must specify an account group in this column.
Tax Category	The tax category assigned to the estimation line. If an inventory item is selected, the system populates this column with the tax category of the inventory item.
Employee ID	The employee associated with the estimation line who will work on this item or this part of the project if the project quote is converted to a project.
Discount Code	The code of the line discount that has been applied to this line automatically or manually. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Discount Sequence	The sequence of the selected discount code. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Manual Discount	A check box that indicates (if selected) that the line discount that is applicable to this estimation line was changed manually. When this check box is cleared, the line discounts associated with the estimation line are restored. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

Project Tasks Tab

This tab lists all the project tasks included in the project quote. If you convert the project quote to a project, the system will copy these project tasks to the project. You can add new project tasks to the project quote if it is assigned the Draft status. For more information, see Project Quotes: Creation of a Project from a Project Quote.

If you select a project template in the Summary area, the system populates this tab with the project tasks specified for the project template. If a project template task from this project template has attached files or notes, these files and notes will be copied to the corresponding project task on this tab. You can edit these uploaded tasks, delete them, and add new project tasks not included in the template. You can also add common tasks to the project quote.

Table 5. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Add Common Tasks	Opens the Add Tasks dialog box, which you can use to add a common task to the project quote. For more information about common tasks in projects, see Creating Project Templates and Common Tasks. This button is available if the status of the project quote is Draft.

Table 6. Add Tasks Dialog BoxThe table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.
Column	Description
Included	A check box that you select for the common tasks that you want to add to the project quote.
Task ID	The identifier of the common task.
Description	The description of the common task.
Approver	The employee assigned to approve time activities associated with the common task.
The dialog box contains the following buttons.
Add Common Tasks	Adds the common tasks that you have selected to the current project quote and closes the dialog box.
Cancel	Closes the dialog box without adding common tasks to the current project quote.

Table 7. Table Columns
Column	Description
Project Task	The identifier of the project task.
Description	The description of the project task.
Type	The type of the project task, which can be one of the following: Cost Task: Project tasks of this type are visible on the Cost Budget tab of the Projects (PM301000) form only. Revenue Task: Project tasks of this type are visible on the Revenue Budget tab of the Projects form only. Cost and Revenue Task (default): Project tasks of this type are visible on both the Cost Budget and Revenue Budget tabs of the Projects form. This column appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
Planned Start Date	The date when the project task is expected to be started.
Planned End Date	The date when the project task is expected to be ended.
Tax Category	The tax category (if applicable) of the project task.
Default	A check box that indicates (if selected) that the project task in this line will be the default task of the project created based on the project quote. On the data entry forms that support the selection of a project, the default project task is automatically populated when you select the project.

Financial Tab

This tab provides the financial information related to the project quote. If a business account or contact is selected (or if both are selected) in the Summary area of this form, the information on this tab is copied from the account or contact settings (or both types of settings).

Table 8. Financial Details Section
Element	Description
Branch	The branch associated with the project quote. By default, the system inserts the current branch. If you select the project template in the Project Template box of the Summary area, the system copies the branch from the settings of the project template.
Location	The location of the business account. When the business account is selected, the system populates this box with the default location (if applicable) of the selected business account. You can change the location if the project quote is assigned the Draft status and is the primary quote the opportunity selected in the Summary area. The system will also update the location of this opportunity on the Opportunities form. This box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Zone	The tax zone to be used for tax calculation. The system inserts the tax zone by using the first applicable rule it finds from the following: If the selected sales quote was created from an opportunity that has a tax zone specified, the system copies the tax zone specified for this opportunity on the Opportunities (CR304000) form. If the sales quote was not created from an opportunity with a tax zone selected, the system searches for a tax zone that matches the range of postal codes specified on the Tax Zones (TX206000) form. If no tax zone is found, the system continues searching for a tax zone that matches the state of the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country of the shipping address. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones (TX206000) form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents. If the postal code is not mapped to any tax zone, the customer tax zone is the tax zone assigned to the selling branch, which is specified on the current tab. The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.
Credit Terms	The credit terms used in relations with the selected business account.
Created By	The user name of the creator of the project quote.
Override Contact and Address	A check box that indicates (if selected) that the contact information and address specified on this tab can be modified (or already differs from, if you have modified it) that of the contact or business account selected in the Summary area of this form.

Activities Tab

This tab has a table with the list of activities associated with the project quote. You can associate particular tasks, emails, and other activities with the project quote. MYOB Acumatica provides you with a list of predefined activity types; you can add new activity types by using the Activity Types (CR102000) form. To create an activity, email, or task, click the appropriate command and fill in the dialog box.

The tab includes, in addition to the columns described below, columns (labeled with icons) that you can use to attach notes and files to the activity, see if it is completed, check its priority level, and notice whether there are associated reminders. For descriptions of these columns, see Managing Emails and Activities.

Table 9. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Create Task	Opens the Task (CR306020) form in a pop-up window, which you can use to create a new task.
Create Event	Opens the Event (CR306030) form in a pop-up window, which you can use to create a new event.
Create Email	Opens the Email Activity (CR306015) form in a pop-up window, on which you can create a new email.
Create Activity	Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form. By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, Create Teams, and Create Work Item. To change the list of menu commands, you can add or remove activity types by using the Activity Types (CR102000) form.

Table 10. Table Columns
Column	Description
Type	The type of the activity, which can be one of the following: Event, Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.
Summary	The description of the activity, which is also a link to the Activity (CR306010), Email Activity (CR306015), Event(CR306030), or Task (CR306020) form, depending on the type of the activity.
Status	The status of the activity. This column contains one of the following options: Draft, Open, Processing, Completed, Approved, Rejected, Canceled, Pending Approval, or Released .
Start Date	The start date and time of the activity.
Created At	The date and time when the activity was created.
Time Spent	The total time spent on the activity.
Workgroup	The workgroup that the activity is assigned to (if any).
Owner	The name of the person whom the activity is assigned to.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. This opens the Activity (CR306010) form in a pop-up window; on this form, you can add a description and edit other settings corresponding to the activity.

Taxes Tab

The table on this tab contains information about the taxes to be paid on a project that is created based on the project quote. The tax details are calculated based on the tax category specified in each line of the project quote on the Estimation tab (except when Avalara integration is configured).

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Tax ID	The identifier of the tax applied to the project quote.
Tax Rate	The tax rate of the tax.
Taxable Amount	The taxable amount for the tax, which is calculated at the document level and does not include line discounts.
Tax Amount	The tax amount for the specific tax, which is calculated at the document level.

Attributes Tab

On the Attributes tab, you can view, add, change, or delete attribute values for the project quote. The project-related attributes are selected on the Project Attributes (PM202000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 11. Table Columns
Column	Description
Attribute	The attribute to be specified for the project quote.
Required	A check box that indicates (if selected) that this attribute is required for a project created based on the project quote.
Value	The value of the attribute for the project quote. By default, the system populates this value with the corresponding value (if one has been specified) of the project template selected in the Project Template box in the Summary area of the form.

Approvals Tab

This tab holds information on the approvals of the project quote. Authorized users can approve project quotes on the current form by invoking the Approve command on the form toolbar, or they can use the Approvals (EP503010) form to approve project quotes along with documents of other types.

Note:

This tab is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and an approval map is specified for project quotes in the Project Quote Approval Map box on the Approval tab of the Projects Preferences (PM101000) form. If no map is specified in this box, project quotes do not require approval.

If the record is rejected, a reason is specified during the rejection process, and then the record is returned for editing, that rejection will be saved on the tab, and all other rejections and approvals will be removed.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Assignee ID	The identifier of the employee who is assigned to approve the document.
Assigned To	The name of the employee who is assigned to approve the document.
Workgroup	The workgroup of the employee assigned to approve the document.
Approved By (ID)	The identifier of the employee who actually approved the document.
Approved By	The name of the employee who actually approved the document.
Approval Date	The date of the approval.
Status	The status of the document, which can be Pending Approval, Approved, or Rejected, depending on the approval action performed.
Reason	The reason the document has been approved or rejected (if applicable).

Addresses Tab

This tab provides the address and contact information related to the project quote. If you create a new project quote from scratch, the system copies the information from the settings of the selected business account. If you create a project quote based on an opportunity, the system copies these settings from the opportunity settings. For more information, see Project Quotes: Creation of Project Quotes from Opportunities.

Table 12. Bill-To SectionThis section contains the contact settings of the project quote. If a project is created based on this project quote, the system will copy these settings to the Addresses tab (Bill-To section) of the Projects (PM301000) form. For more information, see Project Quotes: Creation of a Project from a Project Quote.
Element	Description
Account Name	The business name of the contact or business account's company.
First Name	The contact's courtesy title (which is one of the following options: Dr., Miss, Mr., Mrs., Ms., or Prof.) and first name.
Last Name	The last name of the contact.
Job Title	The contact job title or position.
Email	The email address of the contact or business account.
Web	The website of the contact or business account.
Type and Phone Number	The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number. You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax. There are four elements to enter phone number types and phone numbers for the contact.

Table 13. Bill-To Address SectionThis section contains the address settings of the project quote. If a project is created based on this project quote, the system will copy these settings to the Addresses tab (Bill-To Address section) of the Projects (PM301000) form. For more information, see Project Quotes: Creation of a Project from a Project Quote.
Element	Description
View on Map	A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab. This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.
Address Line 1	The first line of the contact or business account's address.
Address Line 2	The second line of the contact or business account's address.
City	The city of the contact or business account's address.
State	The state or province of the contact or business account's address.
Postal Code	The postal code. An input validation mask can be set for the country postal codes on the Countries/States (CS204000) form.
Country	The country of the contact or business account's address.
Validated	A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party software or service. You initiate address validation by clicking Validate Addresses on the form toolbar of this form. This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 14. Project Address SectionThis section contains the address settings of the project quote. The information can be modified if you select the Override check box in the section. If a project is created based on this quote, the system will copy these settings to the Addresses tab (Project Address section) of the Projects (PM301000) form. For more information, see Project Quotes: Creation of a Project from a Project Quote.
Element	Description
Override	A check box that indicates (if selected) that the settings in this section can be modified or already differs from the address that has been copied from the business account. If the check box is cleared (which is the default state), the project address information is copied from the General tab of the Business Accounts (CR303000) form.
View on Map	A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab. This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.
Address Line 1	The first line of the shipping address.
Address Line 2	The second line of the shipping address.
City	The city of the shipping address.
State	The state or province of the shipping address.
Postal Code	The postal code. An input validation mask can be set for the country postal codes on the Countries/States (CS204000) form.
Country	The country of the shipping address.
Latitude	The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.
Longitude	The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.
Validated	A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party software or service. You initiate address validation by clicking Validate Addresses on the form toolbar of this form. This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.