Estimate File - Revision history

Arvind at 06:50, 26 December 2016

2016-12-26T06:50:44Z

← Older revision		Revision as of 06:50, 26 December 2016
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	=== Version / Status ===		=== Version / Status ===
	~~Shows the~~ most recent estimate version & status. All the Statuses except INVOICED, can be changed manually by selecting the required Status from the drop-down menu.		The most recent estimate version & status. All the Statuses except INVOICED, can be changed manually by selecting the required Status from the drop-down menu.

	#DRAFT: The Estimate is still being edited and not ready for being issued to the client.		#DRAFT: The Estimate is still being edited and not ready for being issued to the client.
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	=== Brand ===		=== Brand ===
	~~Shows product~~ name of estimate		Product name of estimate

	{{Open Search Create\|brand}}		{{Open Search Create\|brand}}

	=== Executive ===		=== Executive ===
	~~Shows current~~ Estimate Owner's Name		Current Estimate Owner's Name

	=== Attention ===		=== Attention ===
	~~Shows~~ Client Representative's Name.		Client Representative's Name.

	=== Currency ===		=== Currency ===
	~~Shows currency~~ used for invoicing		Currency used for invoicing

	{{Open Search Create\|currency}}		{{Open Search Create\|currency}}
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	=== Type ===		=== Type ===
	~~Shows nature~~ of the job.		Nature of the job.

	{{Open Search Create\|type}}		{{Open Search Create\|type}}

Arya Mohandas: /* Version / Status */

2015-02-22T09:12:36Z

Version / Status

← Older revision		Revision as of 09:12, 22 February 2015
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	Shows the most recent estimate version & status. All the Statuses except INVOICED, can be changed manually by selecting the required Status from the drop-down menu.		Shows the most recent estimate version & status. All the Statuses except INVOICED, can be changed manually by selecting the required Status from the drop-down menu.

	DRAFT: The Estimate is still being edited and not ready for being issued to the client.		#DRAFT: The Estimate is still being edited and not ready for being issued to the client.
	ISSUED: The Estimate is issued to the client and is pending approval. This is the default value for a new Estimate.		#ISSUED: The Estimate is issued to the client and is pending approval. This is the default value for a new Estimate.
	APPROVED: The Estimate has been approved by the client. Actual work on the job might or might not have started.		#APPROVED: The Estimate has been approved by the client. Actual work on the job might or might not have started.
	DELIVERED: The work mentioned in this Estimate has been completed and pending invoicing.		#DELIVERED: The work mentioned in this Estimate has been completed and pending invoicing.
	INVOICED: The status automatically changes to this when the Estimate is invoiced.		#INVOICED: The status automatically changes to this when the Estimate is invoiced.

	=== Job No. ===		=== Job No. ===

Arya Mohandas: /* Version / Status */

2015-02-22T09:11:05Z

Version / Status

← Older revision		Revision as of 09:11, 22 February 2015
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	=== Version / Status ===		=== Version / Status ===
	Shows the most recent estimate version & status.		Shows the most recent estimate version & status. All the Statuses except INVOICED, can be changed manually by selecting the required Status from the drop-down menu.
	The default value ~~is ISSUED~~ for a new ~~job~~. ~~Also can be changed to DRAFT,~~ APPROVED~~, CANCELLED~~ or ~~DELIVERED~~.
	~~#Default Status Value~~: ~~‘Issued'~~		DRAFT: The Estimate is still being edited and not ready for being issued to the client.
	~~#Other Possible Status Values~~: ~~'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’~~		ISSUED: The Estimate is issued to the client and is pending approval. This is the default value for a new Estimate.
			APPROVED: The Estimate has been approved by the client. Actual work on the job might or might not have started.
			DELIVERED: The work mentioned in this Estimate has been completed and pending invoicing.
			INVOICED: The status automatically changes to this when the Estimate is invoiced.

	=== Job No. ===		=== Job No. ===

Nikhil: /* Type */

2014-06-26T12:08:52Z

Type

← Older revision		Revision as of 12:08, 26 June 2014
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	Note - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.		Note - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

			=== Internal ===
			This checkbox allows adding internal lines on an estimate. An internal line allows invoice amount to be recorded while not forcing it to be shown on the Invoice.

			The option Show and Hide on the Invoice/Proforma page is used to show or hide the internal line on invoice. However, it doesn’t affect the bill amount.

			If you select "Hide", the amount of the internal line will add up to the amount in the line above it and if you select “Show”, the internal line will be printed in the Invoice body separately with asterisks in the starting of the description.

	=== Job Estimate Versions ===		=== Job Estimate Versions ===

Vineet at 07:36, 22 February 2012

2012-02-22T07:36:50Z

← Older revision		Revision as of 07:36, 22 February 2012
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	Create new job estimate or copy existing job estimate/Purchase Order.		Create new job estimate or copy existing job estimate/Purchase Order.

	~~Press Enter to generate~~ estimate no. ~~or F7 to search or type existing estimate no. to open~~		{{Open Search\|estimate no.}}

	=== Version / Status ===		=== Version / Status ===
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	Create new or open existing job		Create new or open existing job

	~~Press F7 to search or type existing~~ job ~~number to open~~		{{Open Search\|job no.}}

	=== Brand ===		=== Brand ===
	Shows product name of estimate		Shows product name of estimate

	~~Enter existing Brand Code or part of the Brand Name or Press F7 to~~ Search ~~or F6 to create new.~~		{{Open Search Create\|brand}}

	=== Executive ===		=== Executive ===
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	Shows currency used for invoicing		Shows currency used for invoicing

	~~Enter an existing Currency Code if you know it or Press F7 to~~ Search ~~or F6 to create new.~~		{{Open Search Create\|currency}}

	=== Description ===		=== Description ===
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	Shows nature of the job.		Shows nature of the job.

	~~Enter an existing Type Code or Press F7 to~~ Search ~~or F6 to~~ Create ~~new.~~		{{Open Search Create\|type}}

	Note - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.		Note - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

			=== Job Estimate Versions ===
			Shows Estimate File's Version History.

			Amendments to File lead to new version creation.

Vineet: /* Job No. */

2011-12-19T11:14:24Z

Job No.

← Older revision		Revision as of 11:14, 19 December 2011
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	Create new or open existing job		Create new or open existing job

	Press ~~ENTER to create a new job number or~~ F7 to search or type existing job number to open		Press F7 to search or type existing job number to open

	=== Brand ===		=== Brand ===

Vineet at 10:59, 19 December 2011

2011-12-19T10:59:05Z

← Older revision		Revision as of 10:59, 19 December 2011
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	=== Estimate No. ===		=== Estimate No. ===
	~~Either create a~~ new job estimate or copy an existing job estimate ~~or copy a~~ Purchase Order.		Create new job estimate or copy existing job estimate/Purchase Order.
	~~<BR>Enter an existing Estimate No if you know it or~~ Press ~~'''~~Enter~~'''~~ to generate estimate no. or ~~'''~~F7~~'''~~ to search.
			Press Enter to generate estimate no. or F7 to search or type existing estimate no. to open

	=== Version / Status ===		=== Version / Status ===
	Shows ~~Estimate's Current Version~~ & ~~Status~~.		Shows the most recent estimate version & status.
			The default value is ISSUED for a new job. Also can be changed to DRAFT, APPROVED, CANCELLED or DELIVERED.
	#Default Status Value: ‘Issued'		#Default Status Value: ‘Issued'
	#Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’		#Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’

	=== Job No. ===		=== Job No. ===
	~~Either create a~~ new ~~job~~ or ~~copy from an~~ existing job.		Create new or open existing job
	~~<BR>Enter an existing Job No if you know it or~~ Press ~~'''Enter'''~~ to ~~generate~~ job ~~no.~~ or ~~'''~~F7~~'''~~ to search.
			Press ENTER to create a new job number or F7 to search or type existing job number to open

	=== Brand ===		=== Brand ===
	Shows ~~Advertised Brand's Name. Brand Code comes from the Client & Brand File.~~		Shows product name of estimate
	~~<BR>~~Enter an existing Brand Code ~~if you know it~~ or Press ~~'''~~F7~~'''~~ to Search ~~from a List~~ or ~~'''~~F6~~'''~~ to ~~Create a Brand Code~~.
			Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.

	=== Executive ===		=== Executive ===
	Shows current Estimate ~~Owners~~ Name.		Shows current Estimate Owner's Name

	=== Attention ===		=== Attention ===
	Shows Client Representative's Name~~. Automatically updated if present in Client & Brand File~~.		Shows Client Representative's Name.

	=== Currency ===		=== Currency ===
	Shows invoicing ~~currency. Comes from Currency & Exchange Rate File.~~		Shows currency used for invoicing
	~~<BR>~~Enter an existing Currency Code if you know it or Press ~~'''~~F7~~'''~~ to Search ~~from a List~~ or ~~'''~~F6~~'''~~ to ~~Create a Currency Code~~.
			Enter an existing Currency Code if you know it or Press F7 to Search or F6 to create new.

	=== Description ===		=== Description ===
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	=== Type ===		=== Type ===
	Shows nature of the job. ~~Type Code comes from the Job Types File.~~		Shows nature of the job.
	~~<BR>~~Enter an existing Type Code ~~if you know it.~~ Press ~~'''~~F7~~'''~~ to Search ~~from a List~~ or ~~'''~~F6~~'''~~ to Create ~~a Job Type Code~~.
	~~<BR>''~~Note~~: ''~~Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.		Enter an existing Type Code or Press F7 to Search or F6 to Create new.

			Note - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

Vineet at 08:53, 18 December 2011

2011-12-18T08:53:23Z

← Older revision		Revision as of 08:53, 18 December 2011
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	=== Estimate No. ===		=== Estimate No. ===
	~~A unique number assigned to every~~ job estimate.		Either create a new job estimate or copy an existing job estimate or copy a Purchase Order.
	<BR>Enter an existing Estimate No if you know it. Press '''Enter''' to generate estimate no. or '''F7''' to search.		<BR>Enter an existing Estimate No if you know it or Press '''Enter''' to generate estimate no. or '''F7''' to search.
	~~<BR>The system gives the option of either creating a new job estimate or copy an existing job estimate or copy a Purchase Order~~.

	=== Version / Status ===		=== Version / Status ===
	~~Indicates~~ Estimate's Current Version & Status.		Shows Estimate's Current Version & Status.
	#Default Status Value: ‘Issued'		#Default Status Value: ‘Issued'
	#Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’		#Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’

	=== Job No. ===		=== Job No. ===
	~~A unique number assigned to every~~ job.		Either create a new job or copy from an existing job.
	<BR>Enter an existing Job No if you know it. Press '''Enter''' to generate job no. or '''F7''' to search.		<BR>Enter an existing Job No if you know it or Press '''Enter''' to generate job no. or '''F7''' to search.
	~~<BR>The system gives the option of either creating a new job or copying from an existing job~~.

	=== Brand ===		=== Brand ===
	~~Indicates~~ Advertised Brand's Name. Brand Code comes from the Client & Brand File.		Shows Advertised Brand's Name. Brand Code comes from the Client & Brand File.
	<BR>Enter an existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.		<BR>Enter an existing Brand Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.

	=== Executive ===		=== Executive ===
	~~Indicates~~ current ~~NEOSYS User ID~~		Shows current Estimate Owners Name.

	=== Attention ===		=== Attention ===
	~~Indicates~~ Client Representative's Name. Automatically updated if present in Client & Brand File.		Shows Client Representative's Name. Automatically updated if present in Client & Brand File.

	=== Currency ===		=== Currency ===
	~~Indicates~~ currency ~~used for invoicing~~. Comes from Currency & Exchange Rate File.		Shows invoicing currency. Comes from Currency & Exchange Rate File.
	<BR>Enter an existing Currency Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Currency Code.		<BR>Enter an existing Currency Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Currency Code.

	=== Description ===		=== Description ===
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	=== Type ===		=== Type ===
	~~Indicates~~ nature of the job. Type Code comes from the Job Types File.		Shows nature of the job. Type Code comes from the Job Types File.
	<BR>Enter an existing Type Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code.		<BR>Enter an existing Type Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code.
	<BR>Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.		<BR>''Note: ''Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

Vineet at 11:24, 11 December 2011

2011-12-11T11:24:04Z

← Older revision		Revision as of 11:24, 11 December 2011
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			[[Image:estimateinvoicefile.jpg]]

	'''This section allows us to generate job estimates, to be sent to the Client.'''		'''This section allows us to generate job estimates, to be sent to the Client.'''

	~~[[Image~~:~~estimateinvoicefile~~.~~jpg]]~~		=== Estimate No. ===
			A unique number assigned to every job estimate.
			<BR>Enter an existing Estimate No if you know it. Press '''Enter''' to generate estimate no. or '''F7''' to search.
			<BR>The system gives the option of either creating a new job estimate or copy an existing job estimate or copy a Purchase Order.

			=== Version / Status ===
			Indicates Estimate's Current Version & Status.
			#Default Status Value: ‘Issued'
			#Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’

			=== Job No. ===
			A unique number assigned to every job.
			<BR>Enter an existing Job No if you know it. Press '''Enter''' to generate job no. or '''F7''' to search.
			<BR>The system gives the option of either creating a new job or copying from an existing job.

			=== Brand ===
			Indicates Advertised Brand's Name. Brand Code comes from the Client & Brand File.
			<BR>Enter an existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.

			=== Executive ===
			Indicates current NEOSYS User ID

			=== Attention ===
			Indicates Client Representative's Name. Automatically updated if present in Client & Brand File.

			=== Currency ===
			Indicates currency used for invoicing. Comes from Currency & Exchange Rate File.
			<BR>Enter an existing Currency Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Currency Code.

			=== Description ===
			Contains header information, between one or two words, for the detailed information in the Brief.

			=== Type ===
			Indicates nature of the job. Type Code comes from the Job Types File.
			<BR>Enter an existing Type Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code.
			<BR>Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

Vineet at 11:32, 6 December 2011

2011-12-06T11:32:31Z

← Older revision		Revision as of 11:32, 6 December 2011
Line 1:		Line 1:
			'''This section allows us to generate job estimates, to be sent to the Client.'''

	[[Image:estimateinvoicefile.jpg]]		[[Image:estimateinvoicefile.jpg]]