Set Document Status on Estimates

For Stand-alone Estimates (No Opportunity Linked)

• Upon creation, the Document Status will depend on the default customer status (Proposal) set for Estimates under Setup > Sales > Sales Preferences unless the user manually changes the Status and Probability before saving

• If Probability is 0%, then Document Status is Closed

• If Probability is 1-99%, then Document Status is Open

• If Probability is 100%, then Document Status is Processed

• However, if Expires field date has passed, then the Document Status will be set to Expired

• Also, the basis of the Document Status on an Estimate is the Probability

• If a Sales Order/Cash Sales/Invoice is created or associated to the Estimate, the Document Status is automatically set to Processed; even if the Probability and the Status of the Estimate is edited to less than 100%, the Document Status will remain to be Processed

• If the Sales Order is deleted or canceled and the Estimate is not yet expired, the Document Status of the Estimate is set from Processed to Open

• If the Sales Order is deleted and the Estimate is expired, the Document Status of the Estimate is set from Processed to Expired

For Estimates that are linked to Opportunities

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

• to Closed Won (Probability is equal to 100%)

• Estimate Document Status will be Processed

• Opportunity Document Status will be Closed-Won

• to Qualified or any status (Probability is 1-99%)

• Estimate Document Status will be Processed

• Opportunity Document Status will be Issued Estimate

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

• Estimate Document Status will be Processed

• Opportunity Document Status will be Closed-Lost

• However, if Expected Close Date of the Opportunity is a past date (expired) and the Status is changed to Closed Lost

• Estimate Document Status will be Open

• Opportunity Document Status will be Closed-Lost

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

1. When a Sales Order is created from the Estimate record

2. When an Opportunity from which the Estimate is created is set to Closed-Won

3. When an Opportunity from which the Estimate is created is set to Closed-Won or Closed-Lost and the Opportunity has expired

4. When the Estimate has a Probability of 100% with or without an Opportunity attached