ES-E Convert Estimates (Evo-ERP)

 

Purpose of Program

Use this program to convert estimates into sales orders and/or work orders.  The program will also add any new inventory items associated with the quoted item's product structure into the production inventory file.

General Program Operation

Enter the Quote Number of the estimate to be converted or select one from a pop-up window by pressing the F2 key (or clicking on the Lookup button).  The Item number will display for reference purposes.

Indicate whether the estimate is to be converted into a sales order, a work order or both. The next available sales order and work order numbers will be displayed.  You can manually assign your own order numbers, if desired.  If the estimate was originally entered against a prospect in the Contact Manager who is not yet a customer, you will be prompted that the program will create an entry for them in the customer file as part of the Estimate conversion process.  If the Estimate was created in ES-D Quick Estimate and not associated with a customer, you can enter the customer at this time.  You are also prompted  for the customer PO and Warehouse Location and whether to save the Estimate number with the custoemr PO.

The line items from the estimate will be displayed and you can indicate the quantity of each to convert.  The price as entered in the Estimate for that quantity break will be displayed but can be changed.  If converting to Sales Order, you need to enter the Estimated Ship Date; if converting to Work Order, you need the Work Order Estimated Start and Finished date.  Process and the orders will be created.