Friday, November 16, 2018

Set Document Status on Estimates


For Stand-alone Estimates (No Opportunity Linked)

  • Upon creation: the Document status will depend on the default customer status(Probability) set for Estimates under Setup > Sales > Sales Preferencesunless the user manually changes the Status and Probability before saving.
a.) If Probability is 0% = Document Status is set to Closed
b.) If Probability is 100% = Document Status is set to Processed
c.) If Probability is between 1 > 99% = Document Status is set to Open

  • However, if Expires field date has passed = Document Status is set to Expired
  • Also, the status on the estimate is not the basis of the Document status instead theProbability field that is respected. Meaning if the customer statusIn Discussion with Probability set to 40%, then user sets the Quote'sStatus to In Discussion but manually change the Probability to 0%, the documentstatus will be Closed since it will follow the Probability field which is setto 0%.
  • If a Sales Order/Cash Sales/Invoice is created or associated to the Estimate,the Document status is automatically set to Processed; even if Probability andStatus on the estimate is edited to less than 100%, the Document status remainsto Processed status.
  • If the Sales Order is deleted or canceled and the estimate is not yet expired, theDocument Status of the estimate is set from Processed to Open.
  • If Sales Order is deleted and estimate is already expired, Document Status of thequote is set from Processed to Expired

For Estimates that are linked to Opportunities:

  • If Expected Close of the Opportunity is a future date:
Opportunity with Status/Probability between 1%-99% > Create Estimate >Document Status of Estimate = Open > Opportunity Status becomes Issued Estimate

  • If the Opportunity linked to the Estimate  is edited and status is changed:

a.) to Closed Won (Probability=100%) = Document Status of Estimate is Processedwhile Document Status of Opportunity is Closed-Won

b.) to Qualified or any Status with Probability between 1%-99% = Document statusof the Estimate is Open while Document Status of Opportunity is In Progress

c.) to Closed Lost (0% Probability) - Document Status of Estimate is Processedwhile Document Status of Opportunity is Closed - Lost

  • However, if Expected Close Date of the Opportunity is a past date (expired) andthe status is changed to Closed Lost the Document Status of the Estimate is setto Open while Document Status of Opportunity is Closed - Lost

Below are the conditions that would result to an Estimate Document Status ofProcessed:

1. When a Sales Order is created from the Quote, as shown in the History tab> Orders & Sales.

2. When an Opportunity from which the Quote iscreated is set to Closed-Won.

3. When the Opportunity from which the Quoteis created is set to Closed-Won or Closed-Lost for Opportunities that hasexpired.

4. When the Quote is set to Probability = 100% with or without an Opportunity attached.


  1. It has been just unfathomably liberal with you to give straightforwardly what precisely numerous people would've promoted for an eBook to wind up making some money for their end, basically given that you could have attempted it in the occasion you needed.
    Best quoting software

  2. Nor ought to you rule out special company rates if your volumes are excessive.can you fax documents online