Create Generic Item
Explanation
Use this activity to create and add a generic item to the tree structure of
an estimate.
Prerequisites
This activity requires that;
- An item type exists which is connected to the reference item type
Generic.
- An estimate must exists which isn’t Closed,
Cancelled or Completed.
System Effects
A generic item is added to the tree structure of an estimate.
Window
Estimate
Related Window Descriptions
Estimate/Items/Generic
Procedure
- Open the Estimate window.
- Search for the Estimate ID which the generic item shall
be added to.
Click the Item tab.
- In the tree structure select the item which shall include the new
generic item to add. Put the cursor in the item header and press the
New button, select an item type connected to the reference item
type Generic. If it is a new top item that is requested
then select the tree structure top object and create a new record.
Note: Add of an item record can also be execute by right
clicking from the item record, select option Add Item.
- Once the item type connected to the reference item type Generic
is selected then the Generic tab is enabled and
open.
- Enter an Item name and description. If it is a top item then is it also
mandatory to enter a version quantity and unit of measure.
Note: For sub-items is always the quantity set to one and
the unit of measure is equal to the first parent item in the tree structure
which isn’t generic, If there are only generic parent items in the tree
structure then is the unit of measure equal to the unit of measure set for the
top item.