Experiment with cost and price estimates in quotations or sales orders

Article • 4/27/2026 • 1 min read

You can experiment with cost and price estimates to determine the effect an increase would have on a quotation or sales order.

To experiment with cost and price estimates

  1. Open the quotation or sales order.

  2. Click the Items tab and highlight the required row or item.

  3. Open the Sales Order Price Summary (SOPSUM) or the Quote Price Summary (QTPSUM) window:

    1. Click the ellipsis under the Action column.

    2. Select Grid Accessories > Grid Actions > Price Summary.

      The Sales Order Price Summary or Quote Price Summary window appears.

  4. Adjust costs or prices as necessary.

  5. Click Save to keep your changes.

    Or click Cancel to revert to the original costs.