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.