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Copying an estimate

About copying an estimate

You can use Copy Estimate to create another estimate. Once you have copied it you can amend the details as required. You can choose to copy attached files, stagesEstimating jobs involves breaking the jobs down into stages for accumulation and analysis of job costs. Each job must have at least one stage. and each of the cost types.

Note: You can copy estimates irrespective of their status.

To copy an estimate

Open: Estimating > Records > Copy Estimate.

  1. Select the existing estimate to copy from the Estimate No. drop-down list.

  2. Enter the required information for the new estimate, according to the following descriptions:

    Estimate No.

    Assign the estimate a new Estimate No. This appears in the Estimating window when you have copied the estimate.

    This number is automatically generated if you selected Automatic Estimate Numbers on the Estimate settings Numbering tab.

    A/C

    Select the customer or prospect account for whom the new estimate is being prepared. If no account exists, leave A/C blank and enter an account Name instead.

    Note: You cannot select a customer who is on hold or does not use base currency.

    Name

    Enter the account name if no account exists already.

    Contact

    Enter the contact details.

    Copy What?

    Select the relevant check boxes to copy the following:

    • Attached Files.
    • Stages.
      • Stock Items.
      • Non-Stock Items.
      • Operations.
      • Other Expenses.
    • Quantity Breaks.
    • Due Dates.

  3. To copy the estimate, click Save.

    The new estimate appears in the Estimate List. Make amendments as you require.

See also

Other tasks

Amending an estimate

Copying a new rapid estimate

Reference

Numbering (EST settings)

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