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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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Notice the hyperlink below the Version field – Basic Price, VAT Applied, Prices Include VAT, USD-3.61 AED* 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.
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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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