Include Version in Deliverables for Customer

Explanation

Use this activity to include a version for a customer when the cost, contingency and markup build-up is considered as complete. A version can be included in order to retrieve a selection of deliverable lines possible to use for creation of business object. Include is a manual action which can be executed for all versions which aren’t Cancelled.

Prerequisites

This activity requires that;

• An estimate exists with at least one version and one top item
• The status of the estimate cannot be Closed or Cancelled
• The status of the version cannot be Cancelled
• A customer must be connected to the estimate

System Effects

As a result of this activity,

• A version is included for a customer connected to the estimate
  • Deliverable lines for the version included are added to the selection of deliverable lines possible to use for creation of business object.

Window

Estimate

Related Window Descriptions

Estimate/Deliverables

Procedure

1. Open the Estimate window.
2. Search for the Estimate ID which contains the customer that you want to include a version for, or populate the window and click the requested number in the Estimate ID list.
3. Click the Deliverables tab.
4. Use the drop-down if more than one customer is connected to the estimate to select the accurate one.
5. In the upper table right-click on the record representing the version to include for the customer, select. Include.
6. The include check box is checked for the version record.