Estimate Listing (JCR110)

Use this program to print a list of all estimates in the estimate file.

Information on this report is entered through the Estimate Entry program and may be removed through the Estimate Removal program.

• Summary: estimate number, status (entered, printed or converted to job), job name, entry and expiration dates, customer number and name, start date, estimator, warehouse, total, and if converted to job, the job number. Report totals for estimates are included.
  
• Detail: summary information plus billing type, billing frequency, units, freight, ship via, finish date, customer and ship-to address, contact, phone number, reference number, job class and terms.
  
• Lines: the cost code, description, number of units, unit of measure, extended cost and extended price. Total by estimate includes cost, price, gross profit %, freight, tax and amount.
  
• Costing information: lines plus line-item cost and price.
  

The total number of estimates listed is also included.

Use the following steps to print an Estimate Listing:

1. Order

Select whether to print the report in E-estimate, C-customer, D-start date or J-job class order. Press Enter (CR) to default to E-estimate.

2. Beginning Order Choice

Select the beginning order choice to print. Press Enter to start with the first code on file for the selected print order choice.  

3. Ending Order Choice

Select the ending order choice to print. Press Enter to start with the last code on file for the print order choice.  

4. Beginning Expiration Date

Enter the beginning expiration date to print. Press Enter to start with the first date on file.

5. Ending Expiration Date

Enter the ending expiration date to print. Press Enter to start with the last date on file.

6. Warehouse

Enter the warehouse to print. Press Enter (CR) to default to the warehouse assigned to the terminal.   Press F1  to default to ALL.

7. Estimator

Enter the estimator/manager to print.  Press F1 to default to ALL. 

8. Status

Enter whether to print estimates that are E-entered, P-printed and/or J-converted to a job. Press F1 to default to ALL.   

9. Scope

Select whether to print S-summary or D-detail information.

Fields #10-11 are skipped if you enter Summary for Status.

10. Include Lines

Select the checkbox to print cost codes on the report. Press Enter (CR) to default to selected.

11. Include Costs

If you did not select to include Lines, this field is skipped. Select the checkbox to print costing information on the report. Press Enter (CR) to default to selected.