Use the Price submodule to approve price quotes of selected jobs.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To approve a price quote:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote that you want to approve.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote that you want to approve.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote that you want to approve.
-
Click the Header tab.
-
Click
Approve price quote
Note: Approval may be blocked if at least one Price Quote line contains an inactive Department Dimension value.
WorkBook changes the label and color of
to
Approved internally or
Approved externally and green, depending on the value selected for Company Variable 76. WorkBook can also change the label and color of
to
For approval and blue, if manual approvers have been added.