Estimate/Actual (one-off works order)

To view one-off works orders estimate/actual details

Open: Works Orders > Records > One-Off > Enter New Works Order | Estimate/Actual.

Open: Works Orders > Records > One-Off > Amend Works Order | Estimate/Actual.

  1. To view a breakdown of either estimated or actual costs for any cost heading, click in the cell showing the required figure. A window opens detailing all of the individual postings.
  2. View additional details by clicking one of the following:

    Suppliers

    Click Suppliers to show a list of suppliers who have supplied goods or services for this works order.

    Double-click on a specific supplier to see individual transactions.

    Labour

    Click Labour to show a list of labour processes that have been used on this works order.

    Double-click on a specific process to see individual transactions.

    Machines

    Click Machines to show a list of machine processes that have been used on this works order.

    Double-click on a specific process to see individual transactions.

    Order Enquiry

    Click Order Enquiry to display a list of purchase orders and works orders that are on-order for the components required by this works order.

    All of the information shown is an accumulation of costs for all 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.. In addition to this option, profitability can be examined on a stage by stage basis from the Stages tab.

  3. To continue making changes to the one-off works order details, select the Stages tab.
  4. To save your one-off works order details, click Save.