Order Number
Press the F8 key for a computer generated number, or enter one (only if the option “Only Allow Computer Generated Invoices and Quotes" is not set to yes).
To append estimate lines to an existing order, type in an existing invoice number. The exported lines will be added to that order.
Order Date
Enter the date to use for the Order Date. Order date defaults to today's date.
Customer Type
Click on the F8 button to display the Customer Type pick list. Double-click on a customer type to select it. The customer type will default as it was set in order entry. This field displays a customer description.
Estimated Delivery Date
Enter the estimated delivery date. Click on the F8 button for an on-line calendar or press "D" for today's date.
If the Auto post Estimated Delivery Date is not set to yes (>Utilities>System Options>Order Entry>Order Entry>Automatically Post Estimated Delivery Dates in Order Header and Lines), when exporting a bid to Order Entry if the Estimated Delivery Date (this is a user definable label from >Utilities>System Options>System Wide>Order Entry >Estimate Delivery Date Prompt) is earlier than the order date then the quote cannot be exported. A message will give the reason.
Also if the Estimated Delivery Date is blank and require Estimated Delivery Date option is set to yes then also warn user and stop export. This could happen when option was set after the quote was created
If Auto post is checked, Estimated Delivery date on the order automatically populates with the line estimated delivery date.
Customer PO #
Enter up to 12 alphanumeric characters for the customer purchase order.
Tag Lines
To tag all lines on the template or estimate, click on the tag-all icon . To tag individual lines, click in the far-left column or the single tag icon while that line is highlighted
Export Custom Note to Order
Click here to automatically export the estimate custom note to the ORDER custom note in Order Entry
Export Custom Note to Work Order
Click here to automatically export the estimate custom note to the WORK ORDER custom note in Order Entry.
Export Internal Note to Order
Click here to automatically export the estimate Internal note to the ORDER custom note in Order Entry
Export Line Notes to Work Order Lines
Click here to automatically export all notes that were entered on the estimate lines to the WORK ORDER lines in Order Entry.
Export Line Notes to Order Lines
Click here to transfer line notes from the estimate to the lines on the customer order. If this option is checked, similar lines will not be combined in Order Entry.
Combine and append to similar lines (line notes will be lost when this option is enabled).
Selecting this option will combine all similar lines on the customer order. The lines will be combined for the creation of the customer order, but not the work order
Do Not Export Prices & Totals (Price and Totals will be set to 0)
If this box is checked the prices and totals will go over as 0. If checked, overage will not be allowed.
Edit After Export
This option gives the user the ability to edit the order that was created after the quote has been exported.
When exporting an Estimate with an Overage
When an estimate is exported to order entry and there is an overage attached, the following dialog box will appear. Read the text carefully and click Create Overage if that is what to do. If you elect to create an overage, you can specify a different customer name to be used for the overage. That way, you can have an original order that is billed to one company or person, and have the additional amounts billed to a second company or person (builder upgrades, for example). You also have the option to cancel the export. This will give you a chance to make sure the difference was intentional.
If you do not opt to create an overage, the entire Actual Costs amount will be exported to the order.
If you choose to create an overage, it will automatically be added and associated with the main order.
Then, a message box will confirm if the export attempt was successful.
After the export is complete, it may appear on the Job Estimates screen as if the exported estimate has been removed completely from Bid-Pro, however no estimates are deleted. Make sure to adjust the right hand display buttons accordingly. Only non-exported estimates are defaulted to appear on the Job Estimate screen. Remember to click on the all button to view all estimates.
With Version 10.5.3 BCOE was adjusted so that freight, overhead and load are separated in order lines on a per unit amount. Bids exported to Order Entry as of Version 10.5.4 automatically break out freight and load to be exported appropriately into Order Entry.
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