Configuration summary
Estimate is connected to 7 detected configuration groups and 10 directly matched components. The largest groups include Item Fulfillment Controls, Fulfillment Hold Automation, Purchase Price Variance Review, Item Master Governance.
Projects on this record type
| Project | Description | Areas | Direct matches |
|---|---|---|---|
| Item Fulfillment Controls | This configuration coordinates item fulfillment controls for Estimate records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts / Custom Lists / Workflows | 4 |
| Fulfillment Hold Automation | This configuration coordinates fulfillment hold automation for Phone Call records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Purchase Price Variance Review | This configuration coordinates purchase price variance review for Vendor Payment records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Item Master Governance | This configuration coordinates item master governance for Inventory Adjustment records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Customer Duplicate Review | This configuration coordinates customer duplicate review for Price Level records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Cash Sale Exception Review | This configuration coordinates cash sale exception review for Assembly Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Order Change Audit | This configuration coordinates order change audit for Subsidiary records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |