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Additional details (EST record)

Open: Estimating > Records > Enter New Estimate - Full | Additional Details.

1. The Entered By box defaults to the current user name.
2. If appropriate, enter the name of the Salesperson. Otherwise, leave these boxes blank.
3. When entering a new estimate the status is Entered. When you begin processing the estimate, change the Status if you have Manager access rights.
4. The Copied From, W. Order No. and S.Order No. boxes are updated automatically.
5. Apply an Overall Discount to a sales order when it is created from the estimate. Enter the discountA reduction in price allowed to a customer for loyalty, early payment or bulk buying. as a Percentage or Amount. This discount is applied in addition to any manual adjustments made in the system-generated sales price, shown in the Quantity Breaks table.
6. Overhead Recovery is calculated automatically as a percentage cost of the estimate. The calculation uses the default overhead recovery percentages (for total cost or individual cost types) you have defined in Cost Headings.
7. The Last Recosted boxes are completed automatically by the system as it uses the information from your login and computer system date.
8. To set a flag against the estimate, which can be seen in the Estimate List, select the Follow Up check box.

9. To link purchase orders (raised to meet this estimate's demands) to one-off works orders, select the Linked check box. The box is clear, by default, but subsequently will be either selected or clear, depending on your last selection.

   If you select this check box, then any associated orders raised will only be used to meet this estimate demand, not for any other purpose.

   Note: You must select Allow linked under MRP on the Stock Item Manufacturing tab for MRPMaterials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand. to raise linked works and purchase orders to the works order created for the estimate header.

10. To continue entering estimate information, select Site Address.
11. To save your Estimate Details, click Save.

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