An active Estimate can be converted to a cost with the exception of the types Purchase and Cash Book which have to be created manually and the relevant job cost codes attached.
Steps
1. | Job Costing Job Costing |
2. | Load the Job you want from the search window and click Estimate tab |
3. | Ensure the Active box is ticked for the Estimate to be converted and click |
4. | A new Cost Entry form is created and loaded with the estimated costs pre-loaded |
5. | Add, remove lines and make necessary adjustments |
6. | Save and activate |
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