Costings List View

• Unit Cost
• Fixed & Unit Cost (Requires multiple quantities on Costings)

• The Est (Form only) column determines which information you can see on estimates.
• The column is only relevant to Transaction Types that include estimates (e.g. Quotations, Sales Orders, Work Orders).
• The setting in this column does not affect users who have Admin View rights.
• The column can be checked / unchecked for all the Transaction Types using Batch Updates (Actions > Batch Update).
• If checked, you have access to the following estimate information:
  • Input (tab)
  • Costs (tab)
  • Description (tab)
  • Specification (tab)
  • Updates (tab)
  • Summary:
    • Line Items: Quantity, Total, Cost per unit.
    • Summary information including a breakdown of costs.
• If unchecked, you have access to the following estimate information:
  • Description
  • Specification
  • Summary line items only: Quantity, Total, Cost per unit.

• View:
  • None: You have no access and cannot receive access for any of the other options.
  • All: You can view all transactions.
  • Own (Rep): You can view transactions if you were selected as the rep on the transaction.
  • Admin: You can view all the transactions and change the statuses.
• New: If checked, you can create transactions. Having access to copy transactions overrides this setting.
• Edit: If checked, you can edit transactions.
• Delete: If checked, you can delete transactions.
• Est (Form only): Applies to estimates. Only view the form, and not the profit margins. See detailed explanation above.
• Status (Up only): Only move a transaction forward (e.g. change the status from Pending to Active, but not from Active to Pending). Users with Admin rights can change the status regardless of this setting.

• Input
• Costs
• Description
• Specification
• Pricing
• Update

• None
• Receive
• Issue
• Order
• Reserve
• Purchase

• Description: Costing.
• Code: COST.

• Item Type: Items.
• Pricing: Costing Price.
• Resolve: None selected.

• Visible Tabs: Input; Costs; Pricing; Update.
• Estimate Types: Estimate Types are unique to an organisation. Select your Estimate Types in this field.
• Pricing: Cost Price.
• Resolve: None Selected.

• Add: Adds an additional function to the selected filter.
• Update: Updates the selected filter with the current selected filters.
• Delete: Deletes the filter.
• Set Default: Sets the default view.

Lists the created filters for you to select one (e.g. Pending, Active).

• Batch Update: Updates are applied to all the selected records when the Update button is clicked. Batch Update options are:
  • Status: Updates the Status with the new status selected from the dropdown list of available statuses.
  • Reference: Updates the Reference with the reference entered in the adjacent block.
  • Category: Updates the transaction Category with the one selected from the dropdown list of available categories.
  • Entity: Replaces the transaction's Entity with the one selected from the dropdown list of available entities.
• Copy to Costing: Creates a new Costing from the selected Costing.
• Copy to Quotations: Opens an interface for you to select which items can be copied, and includes options to change the Header or Item Statuses. Creates a new Quotation from the costing based on the selections made.

• Reset Data Filter: Resets the selected data filters.
• Views
  • Transactions: Switches the view to Transaction View.
  • Items: Switches the view to Items View.
  • Summary: Switches the view to Summary View.
  • Board: Switches the view to Board View.
  • Set Default View: Sets the Default View for Costings.
• Export
  • Email Excel: Email the list view by opening the default Email Template with the view attached in .xlsx format.
  • Export Grid: Choose a save location to save the grid view in .xlsx format on the server.
• Layout & Grids

• Pending
• Complete
• Active
• Cancelled

Checkmark = The Status is included in the report.

• See the Transaction Setting > Show linked Trans No./s from (Select the Transaction) (default = blank): When a Transaction is selected, the linked Transaction Numbers (max 10) appear in the Transaction View.
• For example, you could use this setting to display linked Work Order numbers in a Transaction View where applicable.

• Open Transaction: Opens the transactions.
• Open Notes & Attachments: Opens any Notes and Attachments and lets you create Notes and Attachments.
• Summaries
  • Linked Transactions: Displays a list of any linked transactions on the right.
  • Outstanding: Displays a list of items that are still outstanding on the right.
  • Audits: Provides a detailed audit trail of changes made to the transaction.
  • Emails: Switches to the email interface to show any emails related to the transaction.
• Copy to Costing: Creates a new Costing from the selected Costing.
• Copy to Quotations: Opens an interface for you to select which items can be copied, and includes options to change the Header or Item Statuses. Creates a new Quotation from the costing based on the selections made.

• Add: Adds an additional function to the selected filter.
• Update: Updates the selected filter with the current selected filters.
• Delete: Deletes the filter.
• Set Default: Sets the default view.

Lists the created filters for you to select one (e.g. Pending, Active).

• Batch Update: Updates are applied to all the selected records when the Update button is clicked. Batch Update options are:
  • Assign to: Updates the Assign To field to the user selected from the dropdown list.
  • Credit: Updates the general ledger Account to Credit the one selected from the dropdown list of accounts.
  • Debit: Updates the general ledger Account to Debit the one selected from the dropdown list of accounts.
  • Department: Updates the Department to the one selected from the dropdown list of departments.
  • Qty: Updates the Transaction to the quantity entered in the block.
  • Status: Updates the Item Status with the new status selected from the dropdown list of available statuses.
  • Unit Cost: Updates the Unit Cost with the cost entered in the block.
  • Unit Price and /Qty: Updates the Unit Price with the price entered in the first block and replaces the quantity included in that unit price with the amount entered in the second block.
  • VAT: Updates the Default VAT Type to the type selected in the first block and changes the price to be Exclusive (Exc) or Inclusive (Inc) as selected in the second block.
  • Start Date: Updates the Start Date and Time of the transaction to the new date selected in the first block and time selected in the second block.
  • Due Date: Updates the Due Date and Time of the transaction to the new date selected in the first block and time selected in the second block.
  • Lead Days: Updates the Lead Days to the number of days entered in the adjacent block.

• Reset Data Filter: Resets the selected data filters.
• Views
  • Transactions: Switches the view to Transaction View.
  • Items: Switches the view to Items View.
  • Summary: Switches the view to Summary View.
  • Board: Switches the view to Board View.
  • Set Default View: Sets the Default View for Costings.
• Export
  • Email Excel: Email the list view by opening the default Email Template with the view attached in .xlsx format.
  • Export Grid: Choose a save location to save the grid view in .xlsx format on the server.
• Layout & Grids

• Pending
• Complete
• Active
• Cancelled

Checkmark = The Status is included in the report.

• View/Edit Note: Opens any notes and lets you create notes for the items (separate from the Open Notes & Attachments function).
• Open Transaction: Opens the transactions.
• Open Notes & Attachments: Opens any Notes and Attachments and lets you create Notes and Attachments.
• Summaries
  • Item Summary: Displays a summary of the item's information and transactions on the right.
  • Linked Transactions: Displays a list of any linked transactions on the right.
  • Outstanding: Displays a list of items that are still outstanding on the right.
  • Audits: Provides a detailed audit trail of changes made to the transaction.
  • Emails: Changes to the email interface to show any emails related to the transaction.
• Copy to Costing: Creates a new Costing from the selected Costing.
• Copy to Quotations: Opens an interface for you to select which items can be copied and includes options to change the Header or Item Statuses. Creates a new Quotation from the costing based on the selections made.

• Email Excel: Email the summary view by opening the default Email Template with the view attached in .xlsx format.
• Export Grid: Choose a save location to save the grid view in .xlsx format on the server.
• Print Chart: Opens an interface allowing you to customise the layout of the chart and print it to a PDF file or printer.

• Views
  • Transactions: Switches the view to Transaction View.
  • Items: Switches the view to Items View.
  • Summary: Switches the view to Summary View.
  • Board: Switches the view to Board View.
  • Set Default View: Sets the Default View.
• Date Grouping: Option to display the summary by:
  • Date: Displays a total and column on the chart for every Day that has a transaction.
  • Day of the Week: Displays a total and column on the chart for every Day of the Week (including weekends).
  • Week of the Month: Displays a total and column on the chart for every Week of the Month (e.g. week 1 of March is added to week 1 of April and week 1 of May).
  • Week of the Year: Displays a total and column on the chart for every Week of the selected Year (data is for 52 weeks).
  • Monthly: Displays a total and column on the chart for every calendar Month.
  • Quarterly: Displays a total and column for every Quarter of the selected Year.
  • Yearly: Shows a total and column for every calendar Year that has data.
• Save Grid
• Restore Grid

• Views
  • Transactions: Switches the view to Transaction View.
  • Items: Switches the view to Items View.
  • Summary: Switches the view to Summary View.
  • Board: Switches the view to Board View.
  • Set Default View: Sets the Default View.
• Board
  • Status: Sorts the available records according to their Statuses.
  • Due Date: Sorts the available records according to their Due Dates.
  • Condensed View: Toggles showing only the headings. Checkmark (Enabled) = Only headings appear.