Type

Select Time, Material, Disbursement or Narrative. For Narrative lines enter text in the Description field on the grid, or click Narrative (F2) for the Narrative Editor. Blank narrative lines at the end of the grid will be trimmed on Save.

Cost Centre

Enter the Cost Centre code - leave blank if you do not require analysis by Cost Centre.

Component

Enter the Component code - leave blank if you do not require analysis by component.

Product

Enter an optional Product code. The Description, Unit Cost Price and Unit Sell will be loaded or calculated from the product (IC installed, based on Pricing Mode in JC Settings, can be overwritten).

UOM Code

(UOM Active Only)

The UOM Code from the Product. If the Product has more than one UOM Code, you can select the code to use.

Quantity / UOM Quantity

Enter the quantity estimated, the line will be extended.

Description

Product description, (default, can be edited). For Narrative lines, key text in the Description field, or click Narrative (F2) for the Narrative Editor.

Unit

Will load from the product if a Product code entered.

Unit Cost / UOM Unit Cost Price

The unit Cost Price.

Ext Cost

Calculated as Quantity x Unit Cost (read-only).

Unit Sell / UOM Unit Sell Price

Estimates can be prepared from Cost and Selling Prices. The selling price can be calculated from the Product and Discount code if the Price mode in JC Settings is Selling price.

Disc%

The discount to be applied to the Unit Sell Price.

Ext Sell

Calculated as Quantity x Unit Sell - Discount % (read-only).

Comment

You can enter a comment against the Estimate line.

Custom 1

Custom 2

Can be used for reference. Labels can be replaced in JC Settings.

UOM Multiplier

(UOM Active Only)

The multiplier for the UOM Code.

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Access grid fields in Form view for each line on the grid. Estimate lines can be entered or edited in the form or on the grid. To view more fields use the scroll buttons or resize the window.

Insert (F4)

Insert a new line

Move (Shift+Up) (Shift+Down)

Select a line and reorder the lines.

Delete (F3)

Delete the selected line.

Print (Ctrl+P)

Print a report of the information in the grid.

Sort (Ctrl+F2)

Sorts the Estimate lines by a specified field or fields in ascending or descending order. When the job is saved, the lines are saved in the applied order.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Prompt for Delete Line On / Off (Shift+F3)

Toggle on and off to specify whether to confirm deletes. The default state is set in Users, Groups and Roles - Preferences tab.

Copy Estimates From (Alt+C)

Copy estimates from similar jobs and edit them. Copy an estimate from a Standard job (default). Select the source job, specify a Job type (Normal, Standard or Quote), Lookup source jobs. You can enter a quantity for the estimates lines to be extended by. Estimate lines from the source job are appended to the estimate. You can setup Sub jobs as Standard jobs then import them. After copying estimate lines, you can reprice the job based on current pricing.

Expand Parts (Alt+P)

Expand the Component Parts that make up a product in IC. Specify a Product code and a Quantity, the Component Products and Quantities extended by the quantity will be included as Estimate lines.

Delete Nil Lines (Alt+D)

Delete all nil value lines from the estimate. A line is considered nil if the quantity is zero. You can use this after copying or importing standard estimates and entering quantities, to delete unnecessary lines.

Import From File (Ctrl+I)

You can import an estimate from a tab delimited text file. Use this and the Export option to edit an estimate in Excel or transfer estimates between JC systems. See JC Estimate Import Export File Format.

Export To File (Ctrl+E)

Export an estimate to a tab delimited text file. Use this and the Import option to edit an estimate in Excel or transfer estimates between JC systems. See JC Estimate Import Export File Format.

Special Pricing Information (Ctrl+4)

If SP is present and configured for JC, Special Pricing Price Query will open. You can query the results of a rule applied to a line. If a Special Price is applied, a hint will show the rule reference and other information as determined by the Special Pricing script. See JC Estimate Import Export File Format.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Stock Levels

Customise

Opens Customise Fields, you can customise the fields visible in the Stock Quantities panel.

UOM Code

(UOM Active Only)

The UOM Code of the selected Product.

In Stk / UOM In Stk

Quantity of the selected product in stock on hand.

Alloc / UOM Alloc

Quantity of the selected product currently allocated to customers.

Avail / UOM Avail

Quantity of the selected product available for sale.

Bk Ord / UOM Bk Ord

Quantity of the selected product on back order for customers.

Ship / UOM Ship

Quantity of the selected product on shipments not yet receipted.

On Ord / UOM On Ord

Quantity of the selected product on order from suppliers.

Totals Panel

Customise

Opens Customise Fields, you can customise the fields visible in the totals panel.

Cost

The total Estimated Cost - the sum of the extended cost amounts on all estimate lines.

Sell

The total Estimated Sell - the sum of the extended sell amounts on all estimate lines.

Profit

The Estimated Profit - Estimated Sell less Estimated Cost, that is, the profit you estimate you will make on the Job (Profit Estimate).

Margin

The Estimated Margin for the job - Estimated Profit divided by Estimated Sell as a percentage.

Markup

The Estimated Markup for the job - Estimated Profit divided by Estimated Cost as a percentage.