Client Estimate Definition

Client Estimate Definition Window

  1. Key a description of up to 30 characters in the field adjacent to the Estimate code.

  2. Key or Lookup an Estimate Type code.

  3. Key or use the Broadcast Calendar Lookup to select the beginning and ending Flight Dates, thus specifying the date range during which buys can be entered for the estimate.

  4. Accept the default or use the drop down to select a different Week Start Day to be used for this estimate only.

  5. Depending on how you will enter spots, select either the Weekly or Daily option button to specify the type of worksheet to use for this estimate.

  6. In the Billing Client ID Codes section, use the Label and Description fields to define additional text to print on draft and live client bills.

  7. In the Default for Estimate Goals section, use the Due Date fields to specify the pertinent dates.

  8. In the Copy Products section of the window, select the check box next to each product that you want to add to the estimate.

  9. Click the Save icon.

  10. You'll then return to the Prompt window where you can then further define the product level of the estimate.


Additional Options