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.