You are here: 5. Job Costing > 5.5. ESTIMATES Menu: Micronet Estimating System > 5.5.2. Estimates - Service Estimate > 5.5.2.8. Managing Service Estimates > Estimate Transaction Processing - Stages - Load Stages
Estimate Transaction Processing - Stages - Load Stages

Use this option to copy the stages and/or variations from an existing estimate into the currently displayed service estimate. You could use this feature to create blank or template estimates, along with their stages, to be copied to new estimates as they are created. For example, you could create templates for different types of estimates such as manufacturing estimates, home extensions, commercial building, maintenance programs, etc.

To copy the stages from another estimate into the currently displayed estimate:

  1. Display the Estimate Transaction Processing screen.

Refer to "Managing Service Estimates".

  1. Select STAGES | LOAD STAGES.

Micronet displays the Estimate Selection screen.

  1. To narrow the list of estimates displayed, complete one or more of the following fields:

 

Field

Value

 

Est No

If you know the estimate number, enter it.

 

Debtor

To find an estimate for a particular debtor, enter the debtor number.

 

Job Status

To find an estimate in a particular job status, enter the job status.

Micronet displays the estimates matching your criteria at the bottom of the screen.

  1. Double-click on the estimate containing the stages you want to copy, or select an estimate and press the Enter key.

Micronet copies the stages and variations from the selected estimate and redisplays the Estimate Transaction Processing screen.

  1. Optionally, you can add extra stages or variations to the ones copied, or edit or delete stages.

Refer to "Estimate Transaction Processing - Stages - Variations and Stages".