Raising a purchase quote from a job budget

Can someone help please as I am losing the plot! I am attempting to configure Navision 3.7 GB1 to raise a purchase quote based on a job budget with only 1 phase. I have set up a job with a budget of a single phase with no tasks or steps. I have amended the job status to Quote. I choose the Quotes option in P&P, create a new purchase quote header and the first line(including GL code). I insert the Job No and click on Function - Get phase/task/phase. I was expecting this to insert the details of this single phase as a line in the quote with qty and unit cost populated. All it does is identify the phase code on the purchase line. All other fields are blank. Am I doing something wrong or expecting too much of Navision? Your help would be much appreciated before I loose any more hair! Neil Fraser

Hi, Get Phase/Task/Step copy only Phase,Task and Step of Job Budget selected line. It’s doesn’t copy details. (Please see online help it’s clearly mentioned)

Moved from the user group forum to the Navision End-User Questions forum.