Copying an estimate
You can use Copy Estimate to create another estimate. Once you have copied it you can amend the details as required. You can choose to copy attached files, stages Estimating jobs involves breaking the jobs down into stages for accumulation and analysis of job costs. Each job must have at least one stage. and each of the cost types.
Note: You can copy estimates irrespective of their status.
To copy an estimate
Open: Estimating > Records > Copy Estimate.
- Select the existing estimate to copy from the Estimate No. drop-down list.
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Enter the required information for the new estimate, according to the following descriptions:
Estimate No.
Assign the estimate a new Estimate No. This appears in the Estimating window when you have copied the estimate.
This number is automatically generated if you selected Automatic Estimate Numbers on the Estimate settings Numbering tab.
A/C
Select the customer or prospect account for whom the new estimate is being prepared. If no account exists, leave A/C blank and enter an account Name instead.
Note: You cannot select a customer who is on hold or does not use base currency.
Name
Enter the account name if no account exists already.
Contact
Enter the contact details.
Copy What?
Select the relevant check boxes to copy the following:
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To copy the estimate, click Save.
The new estimate appears in the Estimate List. Make amendments as you require.
Other tasks
Reference