List of Estimates: Difference between revisions

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[[Image:Listofestimate.jpg]]
[[Image: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.'''
Generate a list of all job estimates in the system.


=== Job Period ===
=== Job Period ===
Filter for specific time period(s).
{{Filter|job period}}


Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.  
Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.  


=== Company ===
=== Company ===
Filters for specific company(s.)
{{Filter|company}}


Enter existing Company Code or Press F7 to Search or F6 to Create new. Click on the '''(+)''' icon to select multiple Companies.
{{Open Search Multiple|company}}


=== Client Group ===
=== Client Group ===
Filter for all clients associated with the client group
{{Filter|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.
{{Open Search Multiple|client group}}


=== Client ===
=== Client ===
Filter for specific client(s).
{{Filter|client}}


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.
{{Open Search Multiple|client}}


=== Supplier ===
=== Supplier ===
Filter for specific supplier(s).
{{Filter|supplier}}


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.
{{Open Search Multiple|supplier}}


=== Estimate Status ===
=== Estimate Status ===
Filter for estimates with desired Status.
{{Filter|estimate status}}


Enter desired estimate status or Press F7 to search. Click on the '''(+)''' icon to select multiple statuses.
{{Open Search|estimate status}}
 
Possible Status Values: 'Issued', 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’

Latest revision as of 11:59, 22 February 2012

Listofestimate.jpg

Generate a list of all job estimates in the system.

Job Period

Filter report for specific job period(s).

Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.

Company

Filter report for specific company(s).

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

Client Group

Filter report for specific client group(s).

Enter client group code, search for existing client group or create new client group.

Client

Filter report for specific client(s).

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

Supplier

Filter report for specific supplier(s).

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

Estimate Status

Filter report for specific estimate status(s).

Enter existing estimate status code or Search for specific estimate status.

Possible Status Values: 'Issued', 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’

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