Related topics
The purpose of this program is to copy projects or quotations.
On this panel you can copy a complete project or quotation or only part of it. This function can also be used to create a project from a quotation. While doing that the quotation can be closed. You can also enter a reason code when a quotation is copied to a new version.
- Project/Quotation
- The new project/quotation number. Note: When copying to an existing quotation number with version equal to zero, the system will create a new version of that quotation.
- Copy from project
- The project number to be copied.
- Copy from quotation
- The quotation number to be copied.
- Close copied quotation
- Indicates if the copied quotation should be closed. When copying a quotation to a project, it is possible to close the quotation. This can also be done when copying a quotation to a new version.
- Reason
- The reason code indicates why the quotation is closed, e.g., quotation has expired, new quotation (version) has been made. The reason code must exist in the Reason code table and must be of the type 3 (project quotation). Note: This option is only valid for copy of quotations.
- Acceptance date
- If a copy is made from a quotation and the quotation is closed, the acceptance date will be updated on the closed quotation.
Copy
- Header
- Indicates if the header information should be copied.
- Addresses
- Indicates if the header addresses should be copied.
- Text
- Indicates if the header text should be copied.
- Invoice plan
- Indicates if the invoice plan should be copied.
- Cost codes
- Indicates if the cost codes should be copied.
- Phases
- Indicates if the phases should be copied.
- Addresses
- Indicates if the phase addresses should be copied.
- Text
- Indicates if the phase text should be copied.
- Elements
- Indicates if the elements are should be copied.
- Text
- Indicates if the element text should be copied.
- Structure
- Indicates if the element structures should be copied.
- Quot costs
- Indicates if expenses spent on the copied quotation should be copied to the new quotation or project. For instance, reported activity- and/or service transactions.