Buying | Copy Estimate

Use this option to copy buys on one estimate to a different estimate. To copy an estimate:
  1. Select Buying | Copy Estimate.

Copy Estimate Prompt

  1. In the Source Estimate fields, key the information to identify the estimate from which you are copying insertions.

  2. Indicate the status of the insertions to be displayed on the detail window by clicking one or both Status check boxes. Checked means include and unchecked means exclude.

  3. To copy any comments along with the insertion, click the Copy Comments check box to display a check.

  4. You may limit the insertions that display by keying a Start Date and/or an End Date.

  5. In the Target Estimate fields, identify the estimate to which the buys are being copied.

  6. Click the Next icon next.gif  to display the detail window.

Copy Estimate Detail Window

  1. To change many Start and End Dates on these buylines at one time, click to select the records to be changed, then click <Replace Date> button on the title bar.

Replace Dates Window

  1. Fill in the new Start/End Dates, then click <OK>.

  2. When the Detail window redisplays showing your changed buylines and those unchanged, you may edit dates further.

  3. Click to select the rows to be copied to the Target Estimate or click the Select All icon check.gif  to select all buys.

  4. Click the Save icon save.gif to copy the buys. If you need to delete any of the copied buys in the source estimate, make the deletion in the Buy Module.

You may also copy an estimate to a different media or product from within Estimate Definition. See Estimate Definition | Copy.