Estimate File: Difference between revisions

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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.

Revision as of 07:36, 22 February 2012

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

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.

  1. Default Status Value: ‘Issued'
  2. Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’

Job No.

Create new or open existing job

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

Brand

Shows product name of estimate

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

Executive

Shows current Estimate Owner's Name

Attention

Shows Client Representative's Name.

Currency

Shows 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

Shows 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.

Job Estimate Versions

Shows Estimate File's Version History.

Amendments to File lead to new version creation.

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