The Issue Budgets and Issue Purchase Orders screens have to contain an estimate in order for the user to issue a budget/purchase order.
In the Issue Budgets or Issue Purchase Orders screen, select the job from the Jobs toolbar.
Click the Add Timberline Estimate icon in the Issue Budgets/Issue Purchase Orders toolbar.
Or, right-click within the white space of the screen below the Issue Budgets/Issue Purchase Orders menu, and select Add Timberline Estimate from the menu.
Alternatively, open the Issue Budgets/Issue Purchase Orders menu, and select Add Timberline Estimate from the drop-down menu.
The Select Timberline Estimate window appears.
Select the estimate file name to import as the original base estimate for the job.
Click Open.
If the Use Estimate Cover Page Information option is selected in Estimate Cover Page, any data from the screen will be added to Estimate Information in the job record in Purchasing.
Click Save.
Or, click Cancel.
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For more information on the cost lookup hierarchy within WMS, click here. |
Change Suppliers or Costs within Issue Budgets
Add Change Orders or Variances to the Budget
Copy Purchasing Activities in the Budget
Delete Purchasing Activities or Items from the Budget
Issuing Budgets if Budgets are Finalized in Timberline Job Cost
Print Reports in Issue Budgets