Open topic with navigation

Amending multi item estimates

You can amend groups of estimatesForecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. if they were created as multi item estimates.

To amend multi item estimates

Open: Estimating > Records > Amend Multi Item Estimate.

1. Select the estimate number required from the Estimate No. drop-down list. The estimates for the multi item group are listed in the estimate grid.
2. Make any changes required to the estimate header details. In the estimate grid, perform the following actions for each estimate that you want to amend.
3. Select the check box of the Estimate No. you want to amend.
You can change
• Estimates with a status of Entered.
• Estimates with a status of Production.
• Estimates which have been converted to works orders if the Estimates can be changed after creation of Works Order setting is selected in the Estimate Settings General tab.
You cannot change
• Cancelled estimates.
• The estimate, customer or product once a sales order has been created from the estimate.
4. Click Edit. The Estimate Details window appears.
5. Make changes to the estimate.
6. To record details of the changes, click Modification History. The Enter Modification History window appears.
   • Enter the change details.
   • Click OK.
7. To save your changes, click Save.

Go to top