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Estimating System Variables

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  1. To configure Estimating variables, on the navigational sidebar, select Setup.
  2. Once the Setup section expands, select System Variables.
  3. On the tabbed menu, select Estimating.

The page opens as follows:

The Estimating variables can be common and order specific. They are shown on two distinct tabs.

The common Estimating variables can fall into six groups, as follows:

  1. Measurement
  2. Items & Components
  3. DPP Jobs
  4. Default Price Book
  5. Publish a Price Book
  6. House Plans

The Measurement group displays the following information:

ScaleSelect the scale type for measurements between:

 

  • Imperial
  • Metric

The Items & Components group displays the following information:

Items were Loaded onDate when items and components were loaded into the system.
Original Items are LockedCheck the box to lock original items in the system.
Allow Bulk Update Replace with Different UoMCheck the box to allow bulk replacement of items with different units of measure.

When you modify parameters for the Items and Components group, click Modify. In the Authorization Required form, enter the authorization number you receive from the Master Franchise.

The DPP Jobs group displays the following information:

House PlanSelect the house plan to use for DPP jobs.

The Default Price Book group displays the following information:

Price BookSelect the price book to use as default.

The Publish a Price Book group displays the following information:

Auto Publish to WebCheck the box to allow the automated publication of the price book to the corporate website of the Franchisee. Once you enable it, select the day of the month on which the Price Book is published to the web and updates are visible on the corporate website.
Last publishedDate when the Price Book was published last time.
Next publishedDate when the Price Book will be published next time.

The House Plans group displays the following information:

Clone house plan from jobCheck the box to allow the cloning of house plans from jobs.
Allow house plans to be deleted

 

if not used in RFQ after (days)

Enter the number of days after which house plans will be able to be removed from the system if they are not used in RFQ.

If you modify some options, click Process to confirm modifications.

The order specific Estimating variables can fall into three groups, as follows:

  1. General
  2. Criteria
  3. Orders Memo

Orders

Once you open the Estimating section, switch to the Orders tab. The page opens, as follows:

General

The General group displays the following information:

Orders may be printed up to and including

 

this Cost Center without the normal checks

Select the Cost Center which you want to print in orders without the normal checkup.
Show delivery date on ordersCheck the box to display delivery date on orders.
When combining items for orders combine them into 1 item with all memos joined togetherCheck the box to combine all items in the orders into a single item and merge all their memos.
Don’t show GJ Gardner LogoCheck the box to hide the GJ Gardner logo on orders.
Show franchisee solely liable clause on ordersCheck the box to display clause on orders that attribute to the specific franchisee.
Allow supplier changes after estimate authorizedCheck the box to allow the user to change suppliers on orders after Job Estimate authorization

When you modify parameters for the General group, click Modify. In the Authorization Required form, enter the authorization number you receive from the Master Franchise.

Criteria

The Criteria group displays the criteria for making orders, as follows:

Estimate authorizedCheck the box to set criteria to produce orders after estimates are authorized.
Council approvedCheck the box to set criteria to produce orders after the job is approved by the council.
Finance approvedCheck the box to set criteria to produce orders after finances are approved.
Color SelectionCheck the box to set criteria to produce orders after color selection is available.
Job schedule doneCheck the box to set criteria to produce orders after the job schedule is done.
Contract signedCheck the box to set criteria to produce orders after the contract is signed.
Job proceedingCheck the box to set criteria to produce orders that the job is proceeding
Insurance policy no advisedCheck the box to set criteria to produce orders after an Insurance Policy Number has been advised for the Job.

Orders Memo

The Orders Memo group displays the following information:

Orders MemoEnter the memo that will be shown for all orders.
Plus Required TextEnter the additional text that will be shown for orders.
For Emails prompt Supplier to send back read ReceiptCheck the box to request addressees to send the receipt confirmation when sending orders by email.

If you modify some options, click Process to confirm modifications.

Updated on 6 November, 2021

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