Estimate Update to Jobs

 

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Set Up Job Estimates

Overview

 

 

 

Fields

 

 

 

 

Related Topics

 

 

Job Masterfile Maintenance

Using Sales Tax in Job Cost

Cost Code Detail

 

 

 

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Select Job Cost Estimating menu > Estimate Update to Jobs.

Overview

Use Estimate Update to Jobs to update information from an estimate to the Job master file to create a new job. The new job is updated with the constant data information and the total estimated costs and units for each cost code/cost type and job estimate memo, if applicable. You can proceed with the update only if a job has been entered.

Note You cannot have two jobs with the same number. If you enter an existing job number, you are prompted that the job number is currently active.

Note An estimate that has been updated to a job is not removed from the Job Estimate master file. Estimates are retained for future reference unless you use the Delete option in Job Estimate Maintenance to remove them.

You can modify the estimate unit, cost, and memo information updated to the new job in the Cost Code Detail window.

When you proceed with the update, the description and constant data information for the estimate updates to the new job, and the total estimate units and cost information are updated to the Cost Code Detail records for the job.

Fields

 

Estimate No.

Acctg Method

New Job No.

Bill Method

Copy Estimate Memos to Job

Retention %

Customer No.

Job Status

Job Address

Status Date

Contact

Estimated Start Date

Phone

Estimated Completion Date

Extension

Actual Start Date

Comment

Sort Field

Estimator

Retain Transaction Detail

Contract No.

Unit of Measure

Manager

Total (Unit of Measure)

Date

Calculate Sales Tax

Job Type

 

 

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