From Opportunity to Project Quote

You can enter Projects directly into the system. This is a common approach when the contractor is known and when there is an agreement about the price and deliverables of the project.
In many cases however, a sales phase precedes the project and often quotations are made to prospects who are not a customer yet.
To support these requirements IEM closely follows Business Central's sales process where a, sales, opportunity can be created for a Contact or a Customer.
Opportunities are driven by a Sales Cycle consisting of Sales Cycle Stages. In a Stage you can specify when a Quote (Sales or Project) is required.

Create a Project Quote from an Opportunity

  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q) enter Opportunities.
  2. Click Edit to open the opportunity and select the ACTIONS tab.
  3. Click Assign Project Quote in the ribbon of the Actions tab.
  4. A Project Card will open with the Customer / Contact details of the Opportunity.

Notes

  • If you selected a Bill-to Contact only (for which no Bill-to Customer exists yet) you also have to specify a Customer Template. Use the Show more fields option to make the Customer Template field visible.
  • The Project card shows the Opportunity No. field with the linked Opportunity No. and the Project Status field showing the type Quote.
  • The Opportunity card shows in the Sales Document Type: field Project Quote and the Sales Document No.: the Project No. just created. You can click Show Project Quote to open the linked Project Quote.

Return to Project Quotes