Remove Estimate Item
Explanation
Use this activity to remove an item form the estimate tree structure. An item
removed means that the record is deleted and it is no longer a part of the work
scope. It is possible to delete an item as long no version of the item is in status
Confirmed.
Note: It is possible to select the relevant item in the tree structure
and use the right-click option Remove Item to delete the item record from
the work scope.
Prerequisites
- This activity requires that an estimate header exists in status InProgress,
PartlyCalculated or Calculated,
at least one version and top item must exists.
- Possible deliverable lines cannot be connected to business opportunity
lines.
System Effects
As a result of this activity, an item record is removed from the work scope.
Window
Estimate
Related Window Descriptions
Estimate/Estimate Items
Procedure
- Open the Estimate window.
- Search for the Estimate ID which contains the item to delete, or
populate the window and click the requested number in the
Estimate ID list.
- Click the Item tab.
- In the tree structure select the item to remove. Put the cursor in the
item header and press the Delete button, save.
Note: Delete of an item record can also be executed by right
clicking from the item in the tree structure, select Remove Item.