Service Estimate Tab of Opportunity Settings Form

Use the Service Estimate tab to enable and set up default values for the Opportunity Info Center Service Estimate feature.

Contents

Field	Description
Enable Service Estimate	Select this option to enable the Service Estimate feature. When you do so, the following elements become available: In the Opportunity Info Center, the Service Estimate tab In Reporting, the Opportunity Service Estimate report The following areas become available: Accounts Key Conversion, Units Key Conversion, Accounts Key Format, Units Key Format, and the Accounts tab in Configuration > Accounting > System Settings.
Enable Units Grid	Select this option if you want the Units grid to display on the Service Estimate tab of the Opportunity Info Center.
Enable Expenses Grid	Select this option if you want the Expenses grid to display on the Service Estimate tab of the Opportunity Info Center.
Enable Consultants Grid	Select this option if you want the Consultants grid to display on the Service Estimate tab of the Opportunity Info Center.
Decimal Digits Hour	Select the decimal value for hour fields. The setting you enter here determines the input and display parameters for the hour values in the grids on the Service Estimate tab. For example, if you select No Decimal, hour amounts would appear as 2 (hours); if you select 1 Digit, hour amounts would appear as 2.5 (hours).
Quantity	Select the decimal value for quantity fields. The setting you enter here determines the input and display parameters for the quantity values in the grids on the Service Estimate tab. For example, if you select No Decimal, quantity amounts would appear as 2 (quantity); if you select 1 Digit, quantity amounts would appear as 2.5 (quantity).
Amount	Select the decimal or currency value for amount fields. The setting you enter here determines the input and display parameters for the amount values in the grids on the Service Estimate tab. If you select No Decimal, dollar amounts display as 50. If you select Currency, dollar amounts display in the currency format that your system administrator has set up; for example 50.00.
Estimate Type	Select the column type. This option determines how many columns display in the respective enabled grids. You have the following options: Cost — Displays only cost columns, such as Cost Rate and Planned Cost. In the Analysis grid, displays only Total Cost. Billing — Displays only billing columns, such as Billing Rate and Planned Bill. In the Analysis grid, displays only Total Bill. Cost and Billing — Displays both cost and billing columns. In the Analysis grid, displays Total Cost, Total Bill, Gross Margin, and Gross Margin %. Opportunity Service Estimate reports are only available if you select Billing or Cost and Billing.
Default Labor Category Tables Cost	Select the default table for the Service Estimate from the drop-down list. This option is only available if you selected Cost or Cost and Billing as the Estimate Type. This table can be overwritten in the Opportunity Info Center.
Billing	Select the default table for the Service Estimate from the drop-down list. This option is only available if you selected Billing or Cost and Billing as the Estimate Type. This table can be overwritten in the Opportunity Info Center.
Billing Multipliers Expense	If the Expenses grid is enabled and the Estimate Type is Cost and Billing, then Ajera CRM automatically applies the value you enter here to the Planned Cost to extend the Planned Billed amount for reimbursable expenses. This value can be overwritten in the Opportunity Info Center.
Consultant	If the Consultants grid is enabled and the Estimate Type is Cost and Billing, then Ajera CRM automatically applies the value you enter here to the Planned Cost to extend the Planned Billed amount for reimbursable expenses. This value can be overwritten in the Opportunity Info Center.

Clauses Grid

Use the Clauses grid to set up and save clauses that can be used in Opportunity Service Estimate reports. The codes/clauses you enter here appear as selectable options when you are setting up the Opportunity Service Estimate report. You can set up separate clauses here for both the top and bottom of the report (the top/bottom options are available on the General tab in the Opportunity Service Estimate report). For example, a top clause may read "Please quote us your firm price for the following goods." A bottom clause may read "Please indicate all prices FOB our place of business."

Field	Description
Clauses Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to create a new clause.
Delete	Click this option to delete an existing clause.
Code	Enter the code for the clause, for example: RFQTOP
Clause	Enter the clause, for example: Please quote us your firm price for the following goods. Click the Text Editor icon in this field to format the text.