Estimate Preferences
Form ID: (AM103000)
You use this form to configure the estimating functionality to suit your business. The required configuration data must be entered before you can use the functionality.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
General Settings Section
| Element | Description |
|---|---|
| Estimate Number Sequence | Numbering sequence used for creating new estimate records. Use the Numbering Sequences (CS201010) form to define the sequence. |
| Default Revision | Default revision value used when creating new estimates. |
| Default Estimate Class | New estimates will use this class as the defaulting value. |
| Default Work Center | New operations will default the work center to this value. |
| Default Prod. Order Type | This is used when you create a production order from an estimate directly or in sales orders. They are defined in Production Order Types (AM201100). You can override the order type. |
| New Revision Is Primary | If selected, when new revisions are created for an estimate should the new revision automatically be marked as the primary revision. The user can always after the estimate is created set a different primary if needed independent of this setting. |
Create Inventory Items Section
| Element | Description |
|---|---|
| Update All Revisions | Default value used on the create inventory items page. When the item is created it will update the currently selected revision. If this option is checked then all revisions for the current estimate that have a matching inventory ID will be updated. |
| Update Price Info | When selected, the create inventory item process for the estimate item only will update the Markup % and Default Price boxes for the stock or non-stock item (located under the Price/Cost tab). The sources for the boxes are the estimate Markup Percent and estimate Unit Price. |