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.

  1. Click Add if miscellaneous costs exist.

  2. Accept the displayed number in the Sequence number field.

  3. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Miscellaneous cost

Optional
14 numeric in the format 999999999.99999

Enter a cost you want to add to the cost of the estimate.

Description

Optional
80 Alphanumeric

Enter a description for this cost.

  1. Choose the appropriate options:

To

Do This

Change a field

Click Modify.

Exit without creating this cost

Click Cancel. The program prompts Sequence number. Enter another cost or clear the Sequence number field to exit.

Change the sequence number

Click Change no.

This button displays only in add mode.

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.

  1. Choose the appropriate options when you click OK:

To

Do This

Add another miscellaneous cost

Click Add.

Delete the selected miscellaneous cost

Click Delete. See Delete.

Copy the selected miscellaneous cost

Click Copy. See Copy.

Display the selected miscellaneous cost

Click Select.

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.

Print the miscellaneous costs listing

Click Print. See Print.

Display the previous set of records in the file

Click Page up.

Display the next set of records in the file

Click Page down.

Exit and roll up these costs

Click Exit.

  1. Choose the appropriate options when you click Exit:

To

Do This

Change a field

Click Modify.

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.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click

To enter a/an

Item

Item record. See Enter an Item for a Project.

Branch

Branch record. See Enter Branch Information for a Project Item.

Item cost

Cost record. See Enter Costs for a Project Item.

Back

End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

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.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click

To print a project

Customer

Estimate for this customer. See Print or Reprint a Customer Project Estimate.

In-house

Summary for your use. See Print Project Summaries.

Cost report

Material cost report for your use. See Print a Project Indented Cost Report.

Back

End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

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.

Accept the data and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display the selected project

Click OK.

Display the previous record in the file

Click Prev.

Display the next record in the file

Click Next.

Enter a new project

Click New.

Exit the program

Click Exit.