Use the Price submodule to edit the currencies of 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 edit the currency of 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 edit the currency of.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote that you want to edit the currency of.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote that you want to edit the currency of.
Note: You can only edit the currency of a price quote that has not yet been approved or locked for changes.
-
Click the Header tab.
-
Take one of the following actions:
- Click
, hover over
Edit basic settings, and select
Edit price quote currency.
- Click
Change currency
.
- At the lower left part of the screen, just above the footer, click
Currency.
-
In the Price Quote Currency dialog box, use the drop-down list to select the currency that you want to use.
-
If you want to recalculate price lines based on the new currency, select the
Recalculate price lines from old currency to new currency check box.
-
Click
Close
.