ES-E  Convert Estimates

Purpose of Program

Use this program to convert estimates into sales orders and/or work orders.  The program will also convert any inactive inventory items associated with the quoted item's product structure into Active status in the inventory file.

General Program Operation

Enter the Quote Number of the estimate to be converted or select one from a pop-up window by pressing the F2 key (or clicking on the Lookup button).  The Item number will display for reference purposes.

Indicate whether the estimate is to be converted into a sales order, a work order or both.  Next, enter the customer's actual Order Quantity.  The next available sales order and work order numbers will be displayed.  You can manually assign your own order numbers, if desired.  If the estimate was originally entered against a prospect in the Contact Manager who is not yet a customer, you will be prompted that the program will create an entry for them in the customer file as part of the Estimate conversion process.

If you are converting the estimate to a work order, you will be asked Do you wish to enter multiple dates? If you answer yes, a pop-up window will allow entry of an unlimited number of start and finish dates and quantities.  Otherwise, if you have Lead Time Scheduling set to B (Backward) in SD-B  Work Orders Defaults you will be prompted for Finish Date and the Start Date will be calculated.  If Lead Time Scheduling is set to F (Forward), enter a Start Date and the Finish Date will be calculated.  If Lead Time Scheduling is set to N, you must enter a single planned Start Date and Finish Date.  If you are converting the estimate to a sales order, you must specify an Estimated Ship Date which will default to the Work Order Finish Date.  If a different date is specified, then the Due Date of the work order will be set to match the Estimated Ship Date.

The appropriate selling price will be retrieved from the estimate and will be automatically displayed.  It can be manually changed, if desired.  Enter the customer's purchase order number.  If you use multiple locations, enter the Location that will be assigned to the sales order and work order; otherwise leave the field blank.

Finally, indicate whether the contract price file is to be updated.  If so, the estimate quantities, prices, and expiration date will be entered in the contract price file for this item for this customer.  You are offered the opportunity to change the expiration date.  The next time a sales order is entered, these prices will automatically be pulled into the sales order without having to convert an estimate or manually enter the prices.  The contract price file also allows you to print a price list showing all the current prices you have on file for a given customer.

When the screen is completed, you will see various messages display as the sales order and/or work order are created.