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What fields must be completed in Kform Project Manager modules to save a new record? |
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Page 1 of 10 In configuring field information, data falls into three categories:
- Required fields – Fields that must be completed in to save an estimate record.
- Program-generated fields – Fields that are automatically configured by the program such as data carried forward from default information, calculated amounts, and program assigned numbers.
- Optional fields – Fields that contain additional information, but are not required to save the record such as Notes.
Required fields and program-generated fields are necessary to save and complete a record.
Estimate Module Required Fields: | Required Fields – User Entered | Computer Generated Fields | Optional Fields | | Customer Name | Estimate No. | Parts Description | | RFQ No. | Hourly Rate | Fixed Cost and Material | | Quantity | Jobs Created | Price Break columns B, C, D, E – Quote Price Ea-$ | | Part No. | Estimate Date | Notes | | Assigned Operation(s) | Est Price Each-$ | Discount-% | | Price Break A – Quote Price Ea. $ - Can be equal to $0.00 | Total-$ | Rate In-house | | | Fixed Cost and Material – Pricing Tab – summary total | Operation Notes | | | Outside Contr Cost – Pricing Tab – summary total | | | | Customer No. | |
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