Edit Price Quote Currencies

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:

  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 edit the currency of.
  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 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.
  5. Click the Header tab.
  6. 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.
  7. In the Price Quote Currency dialog box, use the drop-down list to select the currency that you want to use.
  8. 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.
  9. Click Close .