Associating suppliers with compatible units estimates

Add suppliers to CU estimate header records to identify the suppliers who will provide parts and services for the CU estimate.

  1. Select Work > Projects > Compatible Units > CU Estimates.
  2. Select the compatible unit estimate for which to add suppliers, and then click the Suppliers tab.
  3. Click Add Supplier.
  4. Specify this Supplier Details information:
    Supplier
    Select the supplier to associate with this CU estimate header record.
  5. Click Submit.