Validating an estimate is an important step. A validated estimate cannot be deleted but can be modified if specific rights are given to the user.
You can only validate the estimate or validate and print it at the same time.
Prerequisites: the customer code must be configured by default.
To validate the estimate, open the estimate record sheet and click on Edit > Validate the estimate. The estimate is turning from a 'draft' to a 'validated' estimate.
To validate the estimate and print it:
Reminder:
- The current date is automatically retrieved as validation date.
- Only the validated estimates are taken into account in the initial and projected flows. Each estimate line is taken into account in the flows based on the line's projected dates. If this date is not entered, each estimate line is taken into account in the flows when the flows are generated.