List of Estimates: Difference between revisions

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[[Image:Listofestimate.jpg]]
[[Image:Listofestimate.jpg]]


'''Most of the fields shown here have been discussed in the section on [[Estimate File]]. The fields that are specific to this page will be documented here.'''
Generate a list of all job estimates in the system.
 
=== Job Period ===
{{Filter|job period}}
 
Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.  


=== Company ===
=== Company ===
Indicates Company Code of Purchase Estimate creator. Company Code comes from the Company File.
{{Filter|company}}
 
Filters for specific company(s).


Enter an existing Company Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Company Code.
{{Open Search Multiple|company}}
Click on the '''(+)''' icon to select multiple Companies.


=== Client Group ===
=== Client Group ===
A group consisting of multiple clients
{{Filter|client group}}
 
Filters for all clients associated with the client group


Enter an existing Client Group Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Client Group Code.
{{Open Search Multiple|client group}}
Click on the '''(+)''' icon to select multiple Groups.


=== Client ===
=== Client ===
Unique code for Client
{{Filter|client}}


Filters for specific client(s).
{{Open Search Multiple|client}}


Enter an existing Client Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Client Code.
=== Supplier ===
Click on the '''(+)''' icon to select multiple Clients.
{{Filter|supplier}}
 
=== Market ===
Unique code for Targeted Market
 
Filters for specific Market(s).


Enter an existing Market Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Market Code.
{{Open Search Multiple|supplier}}
Click on the '''(+)''' icon to select multiple Markets.


=== Supplier ===
=== Estimate Status ===
Unique code for Supplier
{{Filter|estimate status}}


Filters for specific supplier(s).
{{Open Search|estimate status}}


Enter an existing Supplier Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Supplier Code.
Possible Status Values: 'Issued', 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’
Click on the '''(+)''' icon to select multiple Suppliers.

Latest revision as of 11:59, 22 February 2012

Listofestimate.jpg

Generate a list of all job estimates in the system.

Job Period

Filter report for specific job period(s).

Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.

Company

Filter report for specific company(s).

Enter company code, search for existing company or create new company.

Client Group

Filter report for specific client group(s).

Enter client group code, search for existing client group or create new client group.

Client

Filter report for specific client(s).

Enter client code, search for existing client or create new client.

Supplier

Filter report for specific supplier(s).

Enter supplier code, search for existing supplier or create new supplier.

Estimate Status

Filter report for specific estimate status(s).

Enter existing estimate status code or Search for specific estimate status.

Possible Status Values: 'Issued', 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’

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