Estimate Status Codes Table

OBJECTIVE

The Estimate Status Codes Table is used to define the statuses used to enter estimates.

You can customize twenty-two (22) estimate status codes. Codes designated with the letters A, G, L, P and V and the numbers 1 and 2 are the default system codes. The location in which you add a new code to the table is important in determining the path in which the estimate is available in the Estimating option. For example, if the status is added between the Received (A) and Submitted (G) statuses, the estimate will be in the Display Entered Estimates path.

 

Steps

maestro* > Projects > Estimating > Configuration > Estimate Status Codes Table

 

Create an Estimate Status

1. Enter the required information in the Estimate Status Codes Table tab:

The default system statuses cannot be modified or deleted.

 

Field	Description
Code	Estimate status code. NOTE: All codes that have no descriptions are available.
French Description	French description of the estimate status code. NOTE: This description is displayed in the Status field of the Estimating option.
English Description	English description of the estimate status code. NOTE: This description is displayed in the Status field of the Estimating option.
Construction Estimate	Status available for the Construction Estimate transaction type, if the box is checked.
Distribution Estimate	Status available for the Distribution Estimate transaction type, if the box is checked.
Transfer Allowed	Allows the transfer of estimates with this status, if the box is checked.
Advanced Miscellaneous	Restricts access by Status. Advanced - Available values. Access to transfer Restricts access to certain transfers. NOTE: The user will only have access to the transfers in estimates for which the Accessible column is checked, based on the status of the estimate. Access to fields Restricts access to edit mode to the cost, selling price and estimate administration fee fields with this status. Miscellaneous - Available values. Form to print for this status Used to specify a form that can be printed automatically when an estimate is saved with this status. The user will be asked whether or not he wants to print the form. User to send a task to his maestro* calendar / Assignment List Lets you specify one or more recipients who will receive a task in the event calendar when an estimate is saved with this status. Validate estimate before saving Used to automatically start checking estimates with this status before saving.

2. Click Save.

 

See also

• Estimating

 

Last modification: November 12, 2024