List of Pending Estimates: Difference between revisions

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'''This reports contains a list of all pending estimates generated by the system.'''
'''This reports contains a list of all pending estimates generated by the system.'''
'''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 ===
=== Job Period ===
Filter for specific time period(s).
Filter for specific time period(s).


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 or Press F7 to Search or F6 to Create New. Click on the (+) icon to select multiple Clients.  
 
=== Brand ===
{{Filter|brand}}
 
{{Open Search Multiple|brand}}
 
=== Market ===
{{Filter|market}}
 
{{Open Search Multiple|market}}


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.
=== Type ===
{{Filter|media type}}
 
{{Open Search Multiple|type}}


=== 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}}
 
=== Executive ===
{{Filter|executive}}
 
{{Open Search|executive}}


=== Estimate Status ===
=== Estimate Status ===
Filter for invoices with desired Estimate Status.
{{Filter|estimate status}}
 
{{Open Search|estimate status}}


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

Latest revision as of 11:55, 22 February 2012

Listofestimatespendinginvoices.jpg

This reports contains a list of all pending estimates generated by the system.

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

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 an existing Client Code or Press F7 to Search or F6 to Create New. Click on the (+) icon to select multiple Clients.

Brand

Filter report for specific brand(s).

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

Market

Filter report for specific market(s).

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

Type

Filter report for specific media type(s).

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

Supplier

Filter report for specific supplier(s).

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

Executive

Filter report for specific executive(s).

Enter existing executive code or Search for specific executive.

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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