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Create a project from a sales quote

  • Published on Jun 25, 2026
  • 1 minute(s) read
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In a scenario where sales is the leading activity but must be completed with assembly or installation activities, you can route the sales process through a project to create flexibility in the cost of goods sold.

Create a project from a sales quote with the Make Order function:

  • In the pop-up page for that function, choose between Sales Order and Project (with the status Open).

  • Select a template to create a project. To follow the sales flow of order > shipment > invoice, only base templates with an invoice template with invoicing method Delivery are shown. With this invoicing method, a billable line is created when the project planning line is posted.

  • The project is created and the sales quote lines are added to the first project task as ProjectPlanning lines with application type Deliver. Because these ProjectPlanning lines are "system created," they cannot be removed. They also hold the pricing information from the sales quote line.

When the ProjectPlanning line is posted:

  1. A Posted Delivery is created. This document has the same function as the posted sales shipment. Warehouse documents can be created based on the location's warehouse setup.

  2. A Project Billable Line is created. You can create a sales invoice from this line.

Steps

  1. Choose the Lightbulb that opens the Tell Me feature icon (Alt+Q) and enter Sales Quotes.

  2. Create a new sales quote for an item.

  3. When complete, select the Make Order action in the ribbon.

  4. A pop-up window shows the available options. Select Project.

  5. Selecting Project also makes the Starting Date and Base Template Code fields available.

  6. Select a starting date, if different from the default work date.

  7. Select a base template code. This must be a base template with the invoicing method set to Deliverable.

  8. Click OK to confirm and create the project. The sales quote is archived.

    Note
    All line types (Item, Resource, G/L Account, and Text) are copied to planning lines with application type Deliver in the first project task in the project. These lines are flagged as "system created" and cannot be deleted.