List of 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). Company Code comes from the Company File.
Filters for specific company(s.)


Enter an existing Company Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Company Code. Click on the '''(+)''' icon to select multiple Companies.
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 ===
Filters for all clients associated with a 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.
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 ===
Filters for specific client(s).
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.  
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.  


=== Market ===
=== Supplier ===
Filters for specific Market(s).
Filter for specific supplier(s).


Enter an existing Market Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Market Code. Click on the '''(+)''' icon to select multiple Markets.  
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.


=== Supplier ===
=== Estimate Status ===
Filters for specific supplier(s).
Filter for estimates with desired Status.  


Enter an existing Supplier Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Supplier Code. Click on the '''(+)''' icon to select multiple Suppliers.
Enter desired estimate status or Press F7 to search. Click on the '''(+)''' icon to select multiple statuses.

Revision as of 12:48, 19 December 2011

Listofestimate.jpg

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.