Estimate Type Checklist

BOSEnterprise Demo 2019.04

Estimate Type = Swimming Pool

Stored Procedure = CUSTOM_EST_SWIMMING_POOL


Estimate Type

  • Add Input Params - Prefix the name with INP_ - eg. INP_DEPTH

  • Add an Error Message for Input Params - Type = Calc-Text, Visible = Error

  • Add a Repeat Group for Materials with 1x Type = Items Param

  • Add an Error Message for Materials - Type = Calc-Text, Visible = Error

  • Add a Repeat Group for Services with 1x Type = Items Param

  • Add an Error Message for Services - Type = Calc-Text, Visible = Error

  • Add a Calculation Param to Execute Stored Procedure - Type = Calc-Numerical

  • After testing, hide all the params except for the Input params.


Stored Procedure

  • Select the Input Parameters

  • Calculate the Quantities required for Materials and Services

  • Delete all the Material Repeat Items

  • Insert Material Repeat Items using EST_INSERT_REPEAT_ITEM

  • Update/Clear Material Error Message

  • Delete all the Services Repeat Items

  • Insert Service Repeat Items using EST_INSERT_REPEAT_ITEM

  • Update/Clear Services Error Message

  • Delete Description and Specification Params

  • Insert Description Params

  • Insert Specification Params (Optional)

  • Update Item Description (Optional)

  • Re-order Params

  • Calc Estimate

  • Set Result + Suspend to make the procedure selectable

  • Add Error Trapping + Suspend


Notes

  • Don’t use fixed ID’s in your Stored Procedure - rather use Item Codes that can be managed by end users.

  • Add Error messages to clearly inform users when Input parameters are incomplete or Items are not found.