Estimate File: Difference between revisions

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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.
 
{{Open Search|estimate no.}}


=== Version / Status ===
=== Version / Status ===
Shows Estimate's Current Version & Status.
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.
#Default Status Value: ‘Issued'
 
#Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’
#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.
#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. ===
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.
 
{{Open Search|job no.}}


=== Brand ===
=== Brand ===
Shows Advertised Brand's Name. Brand Code comes from the Client & Brand File.
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.
 
{{Open Search Create|brand}}


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


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


=== Currency ===
=== Currency ===
Shows invoicing currency. Comes from Currency & Exchange Rate File.
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.
 
{{Open Search Create|currency}}


=== Description ===
=== Description ===
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=== Type ===
=== Type ===
Shows nature of the job. Type Code comes from the Job Types File.
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.
{{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.
 
=== 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 ===
Shows Estimate File's Version History.
 
Amendments to File lead to new version creation.

Latest revision as of 06:50, 26 December 2016

Estimateinvoicefile.jpg

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

Estimate No.

Create new job estimate or copy existing job estimate/Purchase Order.

Enter existing estimate no. code or Search for specific estimate no..

Version / Status

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.

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

Job No.

Create new or open existing job

Enter existing job no. code or Search for specific job no..

Brand

Product name of estimate

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

Executive

Current Estimate Owner's Name

Attention

Client Representative's Name.

Currency

Currency used for invoicing

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

Description

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

Type

Nature of the job.

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

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

Shows Estimate File's Version History.

Amendments to File lead to new version creation.

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