Method:Classic General Q&A

Re: EstimateLine grid differs between screen view and print view

Method_Michael — Mon, 26 Sep 2011 14:11:08 GMT

jim@jbtss,

You will need to customize the estimate screen to do this. In the text change actions for the Item drop down on the grid, you will need to enter the sales price into the Cost column(Which you may want to rename).

jim@jbtss.com:
if changed will update the rate of the item sales price in quickbooks

For this, so if you change the Sales Price from 1 to 2 for an item when using it on an estimate you want it to also update the default sales price of the item in QuickBooks?

For help with customization I suggest watching the Method Webinar HERE or we can customize this for you for a fee.

-MIchael

Re: EstimateLine grid differs between screen view and print view

jim@jbtss.com — Mon, 26 Sep 2011 10:40:51 GMT

I want to be able to view the sales price (not cost) of an item in the estimate screen and if changed will update the rate of the item sales price in quickbooks. I am not seeing where to link the two.

Re: EstimateLine grid differs between screen view and print view

Method_Michael — Thu, 22 Sep 2011 14:40:55 GMT

Hi Jim,

jim@jbtss.com:
My EstimateLine grid cost is showing the actual cost although in other posts I see it is actually supposed to show the rate because that is what it points to

The Cost column(Which is the Rate field) is dynamically populated when you select the item. Based on the actions on the Text Changed event for the Item drop down, it enters the Cost of the item into the Cost field and then based on the items Sales Price it enters a value into the Markup column.

jim@jbtss.com:
I've checked several parts and they are all showing the actual cost of the part not the rate. However when I do a print preview it no longer shows the cost, it shows the rate. Shouldnt the screen match what is printed when it is pulling from the same field?? I dont understand what is going on. Please help!

When looking at templates a field could be labeled one thing but actually display something else or the field could be a calculated field.

-Michael

EstimateLine grid differs between screen view and print view

jim@jbtss.com — Thu, 22 Sep 2011 11:15:43 GMT

My EstimateLine grid cost is showing the actual cost although in other posts I see it is actually supposed to show the rate because that is what it points to. I've checked several parts and they are all showing the actual cost of the part not the rate. However when I do a print preview it no longer shows the cost, it shows the rate. Shouldnt the screen match what is printed when it is pulling from the same field?? I dont understand what is going on. Please help!

I should also add this is the standard estimate screen, not a customized one.