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- If the Independent Calculation of Revenues and Costs method is selected, there are the following tabs: Main, Costs, and Revenues.
- If the Calculation of Revenues Based on Costs method is selected, there are the following tabs: Main, Revenues and Costs, and Overheads.
If for any method, the Estimates by Period check box is selected, one more tab, Estimates by Period, appears.
The "Project Estimates (create)" form. The Main tab
<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.
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The Contract field is auto-populated with the default contract of the company; select another contract if needed.
If you need to allocate estimates to periods, select the The Estimates by Period check box . This brings up the is available if the Enable Project Estimates by Period tab.If option is selected on the Administration > Settings > Project Costing form. If you need to create estimates for each planning period within the project duration, select the Estimates by Period check box. This brings up the Estimates by Period tab.
In the Responsible field, you can select the employee who is responsible for this project.
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Notice the hyperlink below the Version field – Basic Price, VAT Applied, Prices Include VAT USD-3.61AED* VAT Applied* Prices include VAT on the screenshot above (can be different in your document).
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- Customer Order: To generate a customer order based on the project estimates.
- Invoice: To generate an invoice based on the project estimates.
- Quotation: To generate a quotation based on the project estimates.
- Phased Revenue Recognition: To recognize revenue and costs related to completed phase of the project. This option is available if the Enable the Phased Revenue Recognition functionality is selected on the Administration > Settings > General Settings form.
- Requisition: To request specific inventory items, services required for project completion. This option is available if the Enable Requisitions is selected on the Administration > Settings > Purchasing and Warehouses form.
If you need to change a method of creating estimates or set another analytical parameters for estimates, click the Settings button on the toolbar; the Document Settings dialog box appears.
The Document Settings dialog box
Replace Select the method of creating project estimates by using the Method of Project Estimate Calculation field; the following options are available:
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