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ES-F  Copy Estimates

Purpose of Program

Use this program to copy all the data from one estimate to another, including all related items, bills of material and routings within the source estimate's product structure.

General Program Operation

Enter the estimate Quote Number for the estimate to be copied from (source estimate) or select one from a pop-up window by pressing the F2 key (or clicking on the Lookup button).

If you leave the To Quote Number field blank, the program will assign the next available quote number to the target estimate.  You may enter a quote number if you wish to assign one manually.

The item number from the source estimate will be displayed automatically, and will be repeated in the To Item number field.  It is not uncommon to have more than one estimate for the same item number.  If you change the target estimate item number to a new number not yet on file in inventory, the program will copy all the inventory information from the source estimate item number to the target estimate item number, as well as the source item number's bill of material and routing.

Once the copy is completed, you can edit the target estimate for any changes through ES-A  Enter Estimates.