List of Estimates

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 estimates with desired Status.

Enter desired estimate status or Press F7 to search. Click on the (+) icon to select multiple statuses.