After the estimate header is created, you will need to add details to the Estimate. This is the body of the estimate, and itemises all of the products/services that the client will have in their project, along with the quantity and price. This then becomes the budget for the job, and will be the base of purchase orders to the suppliers we choose here.
1.
Highlight the Estimate header on the Estimating main menu and click on the
Details button on the Tool Bar
The Estimating Details screen will change to
reflect all of the functions that can be carried out on an estimate.
2. Click on the Add Line button on the right hand side of the Estimating Details screen. The Estimating Details table becomes active, ready for you to enter a class and amount
3. Enter an Item Code. Right click in the Item code field and choose an appropriate code from the lookup box, click on OK. Once we have chosen the Item Code, the Item Group and Cost Centre are automatically added
4. Choose an OSN from the list for this supplier, and click on OK. You can leave the OSN value as it has defaulted
5. Enter a Quantity for this estimate item. The quantity you enter will be multiplied with the price that is kept in the database for the item chosen.
6. If necessary, enter a Cost for the estimate item. When components are created, they are usually created with an inbuilt price, and when we bring them into an estimate their cost follows based on the prices for that item by the preferred supplier. However, sometimes there is no price, and if this is the case, we must enter one.
7. Choose a Supplier for this detail line. If you leave this blank the system will choose the default supplier. At this stage, choose another supplier, i.e. not the default supplier as we cannot print orders from an estimate that have the default supplier. Click in the Supplier column, and right click, choose the supplier
8. Leave the other entries as they are set by default
9. Click on Save