Estimate File: Difference between revisions

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[[Image:estimateinvoicefile.jpg]]
'''This section allows us to generate job estimates, to be sent to the Client.'''
'''This section allows us to generate job estimates, to be sent to the Client.'''


[[Image:estimateinvoicefile.jpg]]
=== Estimate No. ===
A unique number assigned to every job estimate.
<BR>Enter an existing Estimate No if you know it. Press '''Enter''' to generate estimate no. or '''F7''' to search.
<BR>The system gives the option of either creating a new job estimate or copy an existing job estimate or copy a Purchase Order.
 
=== Version / Status ===
Indicates Estimate's Current Version & Status.
#Default Status Value: ‘Issued'
#Other Possible Status Values: 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’
 
=== Job No. ===
A unique number assigned to every job.
<BR>Enter an existing Job No if you know it. Press '''Enter''' to generate job no. or '''F7''' to search.
<BR>The system gives the option of either creating a new job or copying from an existing job.
 
=== Brand ===
Indicates Advertised Brand's Name. Brand Code comes from the Client & Brand File.
<BR>Enter an existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.
 
=== Executive ===
Indicates current NEOSYS User ID
 
=== Attention ===
Indicates Client Representative's Name. Automatically updated if present in Client & Brand File.
 
=== Currency ===
Indicates currency used for invoicing. Comes from Currency & Exchange Rate File.
<BR>Enter an existing Currency Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Currency Code.
 
=== Description ===
Contains header information, between one or two words, for the detailed information in the Brief.
 
=== Type ===
Indicates nature of the job. Type Code comes from the Job Types File.
<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>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.

Revision as of 11:24, 11 December 2011

Estimateinvoicefile.jpg

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

Estimate No.

A unique number assigned to every job estimate.
Enter an existing Estimate No if you know it. Press Enter to generate estimate no. or F7 to search.
The system gives the option of either creating a new job estimate or copy an existing job estimate or copy a Purchase Order.

Version / Status

Indicates Estimate's Current Version & Status.

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

Job No.

A unique number assigned to every job.
Enter an existing Job No if you know it. Press Enter to generate job no. or F7 to search.
The system gives the option of either creating a new job or copying from an existing job.

Brand

Indicates Advertised Brand's Name. Brand Code comes from the Client & Brand File.
Enter an existing Brand Code if you know it. Press F7 to Search from a List or F6 to Create a Brand Code.

Executive

Indicates current NEOSYS User ID

Attention

Indicates Client Representative's Name. Automatically updated if present in Client & Brand File.

Currency

Indicates currency used for invoicing. Comes from Currency & Exchange Rate File.
Enter an existing Currency Code if you know it. Press F7 to Search from a List or F6 to Create a Currency Code.

Description

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

Type

Indicates nature of the job. Type Code comes from the Job Types File.
Enter an existing Type Code if you know it. Press F7 to Search from a List or F6 to Create a Job Type Code.
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.