Approve Price Quotes

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:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the price quote that you want to approve.
  3. On the side toolbar, click Price.
  4. 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.
  5. Click the Header tab.
  6. 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.