Creating a Quick Entry Estimate Job Order

  1. Open the Estimate Job Order Quick Entry form.
  2. In the Estimate field, specify an estimate ID or leave this field blank to cause the system to generate a new estimate ID.
  3. In the Status field, specify the current status of the estimate: Planned, Quoted, Working, or History. This field is required.
  4. In the Start Date field, specify the date the quote will be given to the customer, or accept the default of today's date. This field is required.
  5. Specify the Customer and customer Ship To, if applicable. Otherwise, specify the Prospect. If a customer is specified, the Prospect field is disabled.
  6. Specify the Opportunity number, or leave this field blank.
  7. In the Salesperson field, accept the default salesperson or specify a new salesperson. The default is determined by the estimate header, if one exists. Otherwise, it is determined by the Customer Ship Tos form.
  8. In the Taken By field, specify, for reference purposes only, the name of the person who entered this estimate into the system.
  9. In the Resource field, specify a resource or leave the field blank. If you specify a resource, the BOM Type field will display the bill of material type of the resource.
  10. If the BOM Type is Item, specify this information in the grid:
    • Item
    • Quantity/Cycle
    • Price Basis
    • Price Basis Amount
    • Unit of Measure
    • Status
    • Due Date
    • Ship Site
    • Source Type
  11. To copy a BOM into the Operations and Materials grids, specify Category and Selection and click Copy. This button is disabled when you add a new record in the Item grid.
  12. As needed, click Estimation Worksheet to open the Estimation Worksheet form, where you can adjust cost and other factors in an effort to determine the best net price.
  13. As needed, click Reprice to recalculate the Unit Price.
  14. When you are satisfied with the estimate, save the record to display the item's Current BOM and create an estimate job.
  15. To copy the estimate to an order, click Convert Order to open the Copy Orders and Estimates form.
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