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Evo-ERP and DBA Classic >> Manufacturing >> ESTIMATES...1 item....convert to SO-P... ????
http://www.istechforum.com/YaBB.pl?num=1097770433

Message started by Laura Oliver on 10/14/04 at 08:13:53

Title: ESTIMATES...1 item....convert to SO-P... ????
Post by Laura Oliver on 10/14/04 at 08:13:53

I am beginning to understand why the guys use a legal pad rather than the estimate program.

(Q1) Is it true that you can enter only 1 item on an estimate?

(Q2) If so, does that mean you would have to have multiple estimates for a big job w/more than 1 item

(Q3) How would you give the customer a professional looking quote (like SO-P) that has mutliple items if you use ES-A

(Q4) Can an estimate created in ES-A ever be converted to a SO-P quote....or be viewed under SO-P

(Q5) Do most folks create an estimate under ES-A and then manually duplicate everything under SO-P....MY GUYS SAY THAT IS TOO MUCH WORK....

WE MUST BE DOING SOMETHING WRONG...or have our DEFAULTS set wrong...or something.

Any and all help appreciatate.

Thanks,

Laura

Title: Re: ESTIMATES...1 item....convert to SO-P... ????
Post by Lynn Pantic on 10/14/04 at 08:36:21

Multiple Estimates created in ES-A can be combined in ES-D to print and send to customers.

Title: Re: ESTIMATES...1 item....convert to SO-P... ????
Post by Laura Oliver on 10/14/04 at 08:40:24

Thanks for such a quick reply.

Can an estimate created in ES-A ever be converted to a SO-P quote....or be viewed and printed under SO-P

Also...my guy says he can't get the second line of description to print out on the estimates.

Thanks,
Laura

Title: Re: ESTIMATES...1 item....convert to SO-P... ????
Post by Laura Oliver on 07/02/12 at 11:00:54

"Can an estimate created in ES-A ever be converted to a SO-P quote....or be viewed and printed under SO-P "

I can't believe I asked this question 8 years ago [smiley=laugh.gif] [smiley=laugh.gif] [smiley=embarassed.gif] [smiley=laugh.gif] [smiley=laugh.gif]

Title: Re: ESTIMATES...1 item....convert to SO-P... ????
Post by Lynn_Pantic on 07/03/12 at 07:46:08

No, estimates are printed in ES-D. You could modify the ES-D RTM to add fields and look more like the SO-P-B quote if you had Evo. However Estimates have a quantity break option that SO-P-A quotes do not unless you enter them as separate line items and suppress the total from printing.