Unpeg Connected Objects
Explanation
This activity is used to unpeg business opportunity or sales quotation lines
from deliverable lines related to versions included for a customer.
Prerequisites
This activity requires that:
- Business opportunity lines are pegged to deliverable lines related to
versions included.
- The estimate may be in any state prior to Closed.
System Effects
As a result of this activity:
- The business opportunity or sales quotation lines are un-pegged from
deliverable lines related to versions included.
- The business opportunity or sales quotation lines are removed from the
Estimate/Deliverables tab, and the estimate id is
removed from the Business Opportunity/Opportunity Lines
tab or the Sales Quotation/Quotation Lines tab.
Window
Estimate
Related Window Descriptions
Estimate/Deliverables
Procedure
- Open the Estimate window and search for the
required Estimate ID.
- In the Deliverables tab, select the customer
for whom you want to remove the pegging
- Select the included version(s), with deliverable lines connected to
either business opportunity or sales quotation lines, which you would like
to un-peg.
- Right-click and then click Unpeg Connected Objects.