For Stand-alone Estimates (No Opportunity Linked)

• Upon creation, theDocument Statuswill depend on the default customer status (Proposal) set for Estimates underSetup>Sales>Sales Preferencesunless the user manually changes theStatusandProbabilitybefore saving

• If Probability is0%, then Document Status isClosed

• If Probability is1-99%, then Document Status isOpen

• If Probability is100%, then Document Status isProcessed

• However, ifExpiresfield date has passed, then theDocumentStatuswill be set toExpired

• Also, the basis of theDocument Statuson an Estimate is theProbability

• If aSales Order/Cash Sales/Invoiceis created or associated to theEstimate, theDocumentStatusis automatically set toProcessed; even if the Probability and the Status of the Estimate is edited to less than 100%, theDocument Statuswill remain to beProcessed

• If theSales Orderis deleted or canceled and theEstimateis not yet expired, theDocument Statusof theEstimateis set fromProcessedtoOpen

• If theSales Orderis deleted and the Estimate is expired, theDocument Statusof theEstimateis set fromProcessedtoExpired

For Estimates that are linked to Opportunities

• If theOpportunitylinked to theEstimateis edited and status is changed:

• toClosed Won(Probability is equal to 100%)

• Estimate Document Statuswill beProcessed

• Opportunity Document Statuswill beClosed-Won

• toQualifiedor any status (Probability is 1-99%)

• Estimate Document Statuswill beProcessed

• Opportunity Document Statuswill beIssued Estimate

• toClosed-Lost(Probability is equal to 0%)

• Estimate Document Statuswill beProcessed

• Opportunity Document Statuswill beClosed-Lost

• However, ifExpected Close Dateof theOpportunityis a past date (expired) and theStatusis changed toClosed Lost

• Estimate Document Statuswill beOpen

• Opportunity Document Statuswill beClosed-Lost

Below are the conditions that will result in an Estimate Document Status of Processed

1. When aSales Orderis created from theEstimaterecord

2. When anOpportunityfrom which theEstimateis created is set toClosed-Won

3. When anOpportunityfrom which theEstimateis created is set toClosed-WonorClosed-Lostand theOpportunityhas expired

4. When theEstimatehas aProbabilityof100%with or without an Opportunity attached