Contract & Schedule creation

Owned by Former user (Deleted)
Last updated: Jun 18, 2012Version comment

Contract
Make the Header Job a contract and then create the schedules.

Schedule
Go to the Schedules button so that you can import the Schedule direct from the quote.

  • Create the Schedule Header, then import from Quote.
  • Select the quote. Use F4 to search and select.
  • If you want a Cost Sheet per schedule, then select from the list of Cost Sheets.
  • If you want all the Cost Sheets on the one Schedule, then leave Cost Sheets blank.

Note this is where it is essential that the Output Codes (Item Codes) are not duplicated.

  • If you want a Cost Sheet per schedule, you will need to create each schedule before you can run the Import. The Schedule must exist.
  • Press Import Lines once selection made.
  • To look at these Headers go to "Maintain Headers".