The screen allows you to add the service item to the specific estimate or edit the existing item. Key fields are carried from the Estimate screen.
Details
These fields enable you to enter data specific to the service item that
you are adding in the estimate. Click the Service
tab on the Estimate screen and then click Edit
for
a listed service.
Activity:
An ID that uniquely defines
an Activity.
Description:
The activity description brought forward from the activity codes screen.
When a single activity is estimated; it defaults to the description of
the activity code.
Hrs:
The number of hours estimated for the activity.
Rate:
The bill rate assigned to the activity.
% Done:
This value shows the percentage of estimate being used up or done for the service item. It allows you to specify percent complete for each service item and if you create an invoice using this estimate, the invoice utilizes this percentage value to calculate the total amount. You can enter a decimal value as well.
Amount: (Read Only)
This is the bill amount for the service item. It is calculated as (Hours x Rate).
Actual Amount:
The actual service amount spent on the assigned project. This field is available only when an estimate is associated with a project and launched from the Project screen.
Actual Cost:
The actual service-related costs incurred on the assigned project. This field is available only when an estimate is associated with a project and launched from the Project screen.
Custom
Custom 1/2/3
Custom fields hold up to 50 characters each describing the line item uniquely. The custom textboxes enable you to record additional information regarding the line item of Estimate. The caption of Custom 1/2/3 labels can be changed in Custom Labels.
Memo
Enter the text for the service item of the estimate. In addition, click the icon if you want to add Date or Time stamp to your memo.
Estimate Services Button Panel
Help:
Opens the Web
Suite Help in the Estimate Services section.
Print:
Opens the corresponding report enabling you to print, preview or cancel
the report.
Update:
Enables you to save the modified information in the current estimate.
Return:
Closes the screen and takes you to the Estimate screen.