Summary
Sets quantities system defaults
Details
Various options in the estimating system are set:
View
Controls what columns are visible in the main Bill screen:
Budget column in Cost centre grid
Supplier columns in Load grid
Load No column in Quantities grid
Locked Prices column in Quantities grid
Price Level column in Quantities grid
Line No column in Quantities grid
New Items
Use default Price Level on new items Alternative is to set price level to previous current item
Default Price level is selected from a dropdown
Default Quantity When new items are added they are given a default quantity (usually either 1 or zero)
Insertion point of new items can be be set
At the end of the cost centre
Before the current item
After the current item
Sort Cost Centre grid Order that cost centres appear in grid
Default (as set in Cost Centres module)
Live on top. Live cost centres percolate to the top
by Code
by Name alphabetically
by Value
Options
Auto close Loading Quantities, Orders or Copy Quantities closes the other two. Saves resources
Auto Save Budgets Budgets are always saved without asking when exiting
Auto reprice on load Whenever a job is loaded, it is repriced
Auto Hog When you load a job it is automatically hogged to prevent other users editing it
Block Edits on Logged Orders Logged Loads cannot be edited
Use Supplier Area Pricing If the Items have Supplier prices setup it will use this as the preferred price
Show all items in Catalogue search Rather than Item search simply prompting items in current Cost Centre
Lock preferred supplier If checked, suppliers added to th loads grid are NOT automatically added to Nominated Suppliers
Remove exploded recipes When recipes are exploded, main items are deleted rather than set to zero
Explode Zero Qty recipes Determines whether recipe items without quantities are exploded
Save Snapshots on change of Job If this value is non zero, the system will save a snapshot of your work automatically
And Every Every XX minutes it will save a snapshot of the job
Store in Company Docs Folder Will store in the Documents Folder (associated from Setup)
Keep Cost Centre when changing jobs The current Cost Centre is selected within the next Job (BOQ)
Orders
This repeats the options available in Print Orders. This is useful as options can be saved to a file.
Toolbar
File Menu
Save Settings Options can be loaded from and saved to a file. This helps to maintain multiple users with a consistent policy
Load Settings
Saves changes and exits
EXIT Exits without saving changes