Method:Classic General Q&A

Re: estimates

Method_Michael — Thu, 22 Sep 2011 14:41:41 GMT

Jim,

You question has been answered here http://www.methodintegration.com/cs/forums/p/2251/8297.aspx

-Michael

Re: estimates

jim@jbtss.com — Thu, 22 Sep 2011 11:11:25 GMT

I am having this same problem with my method. The estimate line gride is showing the actual cost even though it is pointing to the rate field and should show the rate. I do not want employees to see the cost. However what is odd is when I do a print preview it does not show the cost, rather shows the rate. Shouldnt the screen match what is printed?

Re: estimates

Matt — Sun, 01 May 2011 01:48:16 GMT

Michael,

We don't normally add estimate lines manually, we usually copy the items from other estimates. Today however, I had the need to add an item manually and noticed it didn't look right. I remembered seeing this post and thought it might help. After digging into it further, it doesn't appear that the sales price is always entered into the cost field.

The item I manually added is setup in QB with a cost of 1.82 and a sales price of 3.00. When I added it to the estimate, the cost field showed as 1.82, it then calculated the markup percent to get the sales price of 3.00 which showed correctly. To make sure I wasn't losing my mind I checked the actions for the Text change for the item field in the estimate line grid. The actions seem to confirm that it will determine if the sales price is more than the cost and if so enter the cost onto the estimate line grid, not the sales price. From what I can tell f there is no cost entered into QB, then it will enter the sales price into the cost field in the grid.

If that's the case... Damcan would want to keep the rate/cost field on the grid and just change the actions for the item field to only enter the salesprice into the grid.

I was just a bit confused on this matter myself and wanted to share what I discovered as it might help Damcan with what he is trying to do.

Re: estimates

Method_Michael — Tue, 26 Apr 2011 17:55:50 GMT

Hi Damcan,

The amount is always calculated as Cost x QTY if the cost is 0 (Which it is since the field doesn't exisit) then the amount will always be 0. The Cost coloumn in the EstimateLine grid points to the Rate field and by default the sales price of an item is entered into that field and not the cost price.

-Michael

estimates

damcan — Tue, 26 Apr 2011 17:30:42 GMT

I am customizing the estimates screen. I have removed the cost, markup, % columns and now when I save an estimate it zero's out the amount. I don't want my employees to see my costs or markups I only want them to see the list price, how do I resolve? this.