Enter Miscellaneous Costs
When you click Misc costs in the Project Maintenance (PSM) program, you can enter and change miscellaneous costs. See Background and Road Map for more information.
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Click Add if miscellaneous costs exist.
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Accept the displayed number in the Sequence number field.
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Enter data in these fields:
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Field Name |
Type / Max Length |
Action / Description |
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Miscellaneous cost |
Optional |
Enter a cost you want to add to the cost of the estimate. |
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Description |
Optional |
Enter a description for this cost. |
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Choose the appropriate options:
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To |
Do This |
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Change a field |
Click Modify. |
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Exit without creating this cost |
Click Cancel. The program prompts Sequence number. Enter another cost or clear the Sequence number field to exit. |
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Change the sequence number |
Click Change no. This button displays only in add mode. |
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Accept the data |
Click OK. The program prompts Sequence number. Enter another cost or clear the Sequence number field to exit. |
Note
You cannot delete a record until it has been saved; use Cancel.
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Choose the appropriate options when you click OK:
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To |
Do This |
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Add another miscellaneous cost |
Click Add. |
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Delete the selected miscellaneous cost |
Click Delete. See Delete. |
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Copy the selected miscellaneous cost |
Click Copy. See Copy. |
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Display the selected miscellaneous cost |
Click Select. |
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Display miscellaneous costs from a specific sequence |
Click Restart. The program prompts Sequence number. Enter the first number you want to display or leave blank to begin with the first sequence. |
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Print the miscellaneous costs listing |
Click Print. See Print. |
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Display the previous set of records in the file |
Click Page up. |
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Display the next set of records in the file |
Click Page down. |
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Exit and roll up these costs |
Click Exit. |
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Choose the appropriate options when you click Exit:
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To |
Do This |
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Change a field |
Click Modify. |
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Delete this project |
Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project. |
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Exit without creating this project |
Click Cancel. |
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Display additional fields |
Click Other info. |
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Enter notes for this project |
Click Notes. See Enter Notes. |
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Enter an item, its branch information, and costs |
Click Inventory and then:
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Enter quantities, profit, commission, and discount percents |
Click Proj qtys. See Enter a Project Quantity. |
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Enter a bill of material |
Click BOM. See Enter a Project Bill of Material. |
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Enter a routing |
Click Routing. See Enter a Routing. |
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Enter a new customer |
Click Customer. See Enter a New Customer. This button displays only if you entered a new customer in the Customer number field. |
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Enter miscellaneous costs |
Click Misc costs. See Enter Miscellaneous Costs. |
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Calculate costs for project quantities |
Click Roll up. |
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Display the project and unit costs for project quantities |
Click Summary. See Display a Project Summary. |
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Print documents for this project |
Click Print and then:
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Transfer this project to your database |
Click Transfer. See Transfer a Project. |
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Close this project |
Click Close proj. See Close a Project. |
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Display the sales quote generated by this project or the sales order line if the sales quote has been transferred |
Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order. This button displays only for a transferred customer project. |
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Accept the data and exit |
Click OK. |
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Choose the appropriate options when you click OK or Cancel:
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To |
Do This |
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Display the selected project |
Click OK. |
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Display the previous record in the file |
Click Prev. |
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Display the next record in the file |
Click Next. |
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Enter a new project |
Click New. |
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Exit the program |
Click Exit. |