Creating Estimate Lines
On the Estimate Lines form, the Features tab is disabled if the item on the order or estimate does not require the configuration string.
When an active item number is entered, the Cost Detail information on the Cost Detail tab is updated from the item cost data. If you change the Item number to another active item, the Cost Detail information is updated. However, if you change the Item number to a non-existent item number, the system clears the Cost Detail information.
Follow these steps to add line items to an existing estimate:
Estimate lines can also be created by using the copy facility. For more information, see Copying Orders and Estimates.
When you source an estimate line to an estimate project and the customer on the estimate is blank and the estimate line's source is Project, then if you have at least one project type with non-billable pricing set up, the system uses the first of those project types as the default type, and creation of the estimate project can continue. It the customer on the estimate is not blank, the system uses the first project type with Fixed Price pricing. Otherwise, an error is displayed.
If you change an existing Estimate Line item, and the quantity is changed, you will receive a confirmation of the change and this message: "Do you want to recalculate the price?" If you click
, the price is recalculated using the item pricing logic for the new quantity. If you click , the price remains unchanged.