Creating estimates

Use this procedure to create estimated sales records and to print a report of all estimates created for the cycle date you define. Estimated sales are created based on the last call-in estimates or actual sales amounts.
  1. Select Create Franchise Billing Processes > Create Estimates.
  2. Review the estimates report to determine whether estimates are complete. If the Estimated Net Sales and Estimated Charges columns contain monetary values, estimates are complete. If the Estimated Net Sales and Estimated Charges columns contain messages, or if an error message is displayed, then estimates are incomplete.
  3. Specify this information:
    Company
    Select a company number.
    Cycle Date
    Select a cycle date.
    Customer
    Optionally, select a customer number.
    Ship To
    Optionally, select the customer ship to number.
    Group Code
    Select a group code to run reports for certain subgroups of contracts.
  4. In the Report Distribution section, select a distribution list and export type for Create Estimates Report.
  5. Click Submit.
    Estimated sales records are created and a report of all estimates is generated for the specified cycle date. Estimated sales are created based on the last call-in estimates or actual sales amounts.
  6. Review the estimates report to determine whether estimates are complete.
    If the Estimated Net Sales and Estimated Charges columns contain monetary values, then estimates are complete.
    If the Estimated Net Sales and Estimated Charges columns contain messages or if an error message is displayed, then estimates are incomplete.
  7. Click OK to run the process now or click Schedule to run the process later.