List of Pending Estimates: Difference between revisions
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'''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.''' | '''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.''' | ||
=== Job Period === | |||
Filter for specific time period(s). | |||
Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods. | |||
=== Company === | === Company === | ||
Filters for specific company(s) | Filters for specific company(s.) | ||
Enter | Enter existing Company Code or Press F7 to Search or F6 to Create new. Click on the '''(+)''' icon to select multiple Companies. | ||
=== Client Group === | === Client Group === | ||
Filter for all clients associated with the client group | |||
Enter an existing Client Group Code if you know it or Press | Enter an existing Client Group Code if you know it or Press F7 to Search from a List or F6 to Create a Client Group Code. Click on the '''(+)''' icon to select multiple Groups. | ||
=== Client === | === Client === | ||
Filter for specific client(s). | |||
Enter an existing Client Code if you know it or Press | Enter an existing Client Code if you know it or Press F7 to Search from a List or F6 to Create a Client Code. Click on the '''(+)''' icon to select multiple Clients. | ||
=== | === Supplier === | ||
Filter for specific supplier(s). | |||
Enter an existing | Enter an existing Supplier Code if you know it or Press F7 to Search from a List or F6 to Create a Supplier Code. Click on the '''(+)''' icon to select multiple Suppliers. | ||
=== | === Estimate Status === | ||
Filter for jobs with desired Estimate Status. | |||
Enter | Enter desired estimate status or Press F7 to search. Click on the '''(+)''' icon to select multiple statuses. | ||
Revision as of 11:34, 19 December 2011
This reports contains a list of all pending estimates generated by the system.
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.
Job Period
Filter for specific time period(s).
Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.
Company
Filters for specific company(s.)
Enter existing Company Code or Press F7 to Search or F6 to Create new. Click on the (+) icon to select multiple Companies.
Client Group
Filter for all clients associated with the client group
Enter an existing Client Group Code if you know it or Press F7 to Search from a List or F6 to Create a Client Group Code. Click on the (+) icon to select multiple Groups.
Client
Filter for specific client(s).
Enter an existing Client Code if you know it or Press F7 to Search from a List or F6 to Create a Client Code. Click on the (+) icon to select multiple Clients.
Supplier
Filter for specific supplier(s).
Enter an existing Supplier Code if you know it or Press F7 to Search from a List or F6 to Create a Supplier Code. Click on the (+) icon to select multiple Suppliers.
Estimate Status
Filter for jobs with desired Estimate Status.
Enter desired estimate status or Press F7 to search. Click on the (+) icon to select multiple statuses.
