Field

Value

Debtor Number

Enter the debtor (customer) number for this estimate. You can also press Tab or Enter to select a debtor.

Central Debtor

If this debtor has a central debtor for invoicing, Micronet displays the central debtor.

Department

Enter the department (A-Z) for this estimate. You can also press Tab or Enter to select a department.

Estimates can be assigned to any current department other than a quote department.

Job Address

Select the customer's address and postcode for this estimate.

Order Number

Enter the customer’s order number for this estimate, if applicable.

Est Number

Enter the estimate number if required. This field is only enabled if the Manual Job Number field is set to Yes in the Department master file (refer to "File - Department").

Otherwise, this field is set to AUTO and Micronet automatically allocates the next estimate number.

Date In

Micronet displays the date the estimate was created.

Hours

This field is not used for estimates.

Cost

This field is not used for estimates.

Charged

This field is not used for estimates.

Max Amount

Enter a value for the maximum amount from the tender document.

As items are added to the estimate and increase the estimate charges and costs, Micronet displays a warning Maximum Amount has been Exceeded.

Bid Amount

Enter the amount quoted to the customer for the job. This is generally more than the accumulated charges on the items added to the estimate. The Bid Amount transfers to the Contract Amount field when an estimate is loaded into a job.

Variations

This field is not used for estimates.

Labour Cost

Enter a value for hourly labour cost. MES uses this Labour Cost to calculate the value of labour content set on an item.

Labour Charge

Enter a value for the hourly labour charge to the customer. MES uses this Labour Charge to calculate the value of labour content set on an item for charges to the customer.

Start Date

Enter the start date for this estimate. Micronet can produce reports for jobs committed to any particular date or date range.

End Date

Enter a job ending date if required, or leave this field blank. This is used by inquiries and reports within MJC.

Material Markup

Enter a percentage (%) markup you would like Micronet to apply to any materials entered onto this estimate. If you leave this field blank, Micronet uses the default job markups as set in the MJC company parameters (refer to "Edit - Applications - MJC - Markups") or the default prices stored in MDS.

Costs From

Select an option:

• Average Cost
• Buy 1-8
• Last Cost.

Phone Number

Enter any specific contact phone number for this estimate.

Job Details

Enter up to three lines of description for the estimate.

Status

Enter the job status or accept the default job status as set in the Department master file (refer to "Adding a New Department"). For example: A = Active and C = Completed.

For more information about the Job Status Table, refer to "Edit - Applications - MJC - Job Status Table".

Salesman

If required, enter the salesperson you want to assign this estimate to. This may be used for reporting in MJC.

You can delete the default salesperson and press Tab or Enter to select a different salesperson.

2.8 Feature

If the salesperson you want does not appear in the list of salespeople, it is probably because they have been made inactive. For more information, refer to "File - Salesperson - Sales Person".

Area

Enter the job area to assign this estimate to, or accept the default as set in the Department master file (refer to "Adding a New Department").

You can delete the default area and press Tab or Enter to select a different area.

Tax Number

Enter any GST/tax details or accept the debtor’s default details.

For all customers liable to pay GST or sales tax, enter TAXABLE in this field. The following exceptions apply:

• if the customer wants to provide a standing tax number that is applicable for a given period of time, enter that number
• if the customer is an export customer (where you are exporting products), enter EXPORT in this field to prevent Micronet from adding GST to invoice sales value, and to ensure Micronet posts correctly to GST reports.

Any entry in the tax number field other than TAXABLE is treated as GST exempt.

Warehouse

Enter the warehouse that is going to be used for the transfer of materials or accept the default.

You can delete the default warehouse and press Tab or Enter to select a different warehouse.