Create Generic Item

Explanation

Use this activity to create and add a generic item to the tree structure of an estimate.

Prerequisites

 This activity requires that;

• An item type exists which is connected to the reference item type Generic.
• An estimate must exists which isn’t Closed, Cancelled or Completed.

System Effects

A generic item is added to the tree structure of an estimate.

Window

Estimate

Related Window Descriptions

Estimate/Items/Generic

Procedure

1. Open the Estimate window.
2. Search for the Estimate ID which the generic item shall be added to.
   Click the Item tab.
3. In the tree structure select the item which shall include the new generic item to add. Put the cursor in the item header and press the New button, select an item type connected to the reference item type Generic. If it is a new top item that is requested then select the tree structure top object and create a new record.

Note: Add of an item record can also be execute by right clicking from the item record, select option Add Item.

4. Once the item type connected to the reference item type Generic is selected then the Generic tab is enabled and open.
5. Enter an Item name and description. If it is a top item then is it also mandatory to enter a version quantity and unit of measure.

Note: For sub-items is always the quantity set to one and the unit of measure is equal to the first parent item in the tree structure which isn’t generic, If there are only generic parent items in the tree structure then is the unit of measure equal to the unit of measure set for the top item.