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Estimate Preference...
 
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#AcumaticaTnT Estimate Preferences (AM103000) Screen

 
Everything Else
Last Post by Tim Rodman 6 years ago
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Tim Rodman
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 Tim Rodman
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August 21, 2019 3:00 pm
(@timrodman)
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Joined: 10 years ago

    • Estimate Number Sequence: Basically the BOM number.
    • Default Work Center: Most people probably leave empty and populate on Estimate.
    • Default Prod. Order Type: Default value for a Production Order that is created from an Estimate.
    • New Revision is Primary: If checked, whenever you create a new Revision on an Estimate, it will become the Primary automatically.
    • Update All Revisions: When you create an Inventory Item from a Non-Inventory Item, do you want to update all Estimates and Revisions with that new Inventory Item record or continue to refer to the Non-Inventory Item record. You probably want to leave this checked.
    • Update Price Info: Update all estimates and revisions (we think, need to test to confirm).

Just sharing my notes here from an Acumatica Manufacturing Training Class.


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