The Owning, Billing and Disbursing company/offices are automatically assigned to an estimate when it is defined in Estimate Definition and cannot be changed.
The signon company/office (Defining Co/Off) is always the owning company/office for the estimate.
The billing company/office and disbursing company/office are retrieved from the Client Profile if they have been defined there. However, if the billing and disbursing company/office settings are blank in the Client Profile, the Defining Co/Off becomes the billing and disbursing company/office.
Therefore, if the office defining the estimate does not bill and/or pay for the estimate, the billing and disbursing company/offices must be defined in Profiles Maintenance (Option 135) before the estimate is defined.