Project management & accounting - Project creation from Confirmed Quotation


Dear All,

Following are small process clip of Project quotation to Project creation.

Points covered:

  1. Quotation creation against Customer
  2. Import WBS template
  3. Copy WBS to Quotation lines
  4. How to check GST applied tax rate & tax amount
  5. Workflow submitting
  6. Send Quote to customer
  7. Quote Confirmation 
  8. Confirmed quote to project generation
  9. Generated project veiwing


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