Use this window and its tabs to enter and revise an estimate header holding one or several top items. The estimate header is the umbrella object that holds the estimate together in terms of revision, version and status handling. An estimate is an approximation of the probable cost of a product, program or project calculated on the basis of available information.
The
purpose with estimating is to establish a bid price for a quotation
or a contract based on buildup of costs from a known structure of items.
For the description of each tab in the window, follow the appropriate link: Items, General, Versions, Summary, Customers, Deliverables, Log, History
Enter Estimate Request - Product
Enter Estimate Request - Generic
Maintain Estimate Request - Generic
Create estimate
Confirm
calculation
Revise
calculation/confirmation
Cancel
estimate version
Calculate
Cancel
estimate revision
Close
estimate revision
Copy estimate revision