mySCA SCA Pricing CalculatorHow do I create estimates for the next Fiscal Year?

How do I create estimates for the next Fiscal Year?

Explains how to create an estimate for a partner when they are asking for pricing in the next fiscal year BEFORE the price books for that year have been finalized.

Start on the Estimate Record

Start on the Estimate Record

In the Totals Section Enter a value in "Next Fiscal Year Adjustment %"

Click "Save"

Click "Save"

The Next Fiscal Year adjustment field and Total Estimated Cost to Partner fields are adjusted.

Select the estimate type of "Next FY" in the "Create PDF" list.

Select the estimate type of "Next FY" in the "Create PDF" list.

This template has specific language for this situation.

This template has specific language for this situation.

This estimate contains the next FY fields also.

This estimate contains the next FY fields also.

Send the estimate as you would any other estimate and populate the "Date Sent to Partner" field.

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