Parameter Types

Parameters are used to create Estimate Types and can be used to accept custom user input, perform calculations, and generate a Quote Description, when linked to a Transaction Type. Each Estimate Type contains an ordered list of Parameters.

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Main Menu > Setup > Estimate Types

Following is a list and explanation of the Parameter Types.

• Group Header - This is a header for a group of parameters. It can be expanded / collapsed and is useful if there is a long list of parameters under a specific group that might look better if it is hidden, eg Printing Section. Also shows as a bold caption when viewed on a Estimate.

• 1. Group Header expanded.

  2. Group Header collapsed.

  3. Repeat header (explained below).

• Repeat Header - These function like Group Headers, except they allow you to duplicate whatever is set up under that Repeat Header. Buttons with functionality appear when Repeat Header is selected.

  • Add - This adds another set of parameters identical to the original group.

  • Copy - Each set of parameter has a check box on the left of it. If this is selected, and Copy is clicked, this set of parameters - along with their values - will be duplicated beneath it.

  • Delete - This will delete the selected set of parameters.

  • Up - This will move the selected set of parameters up.

  • Down - This will move the selected set of parameters down the list.

• Input - Est. Qty - This is used to input a single Estimate Quantity. When used, the estimate cannot have multiple quantities.

• Input - Number - This is used to input any numerical value up to a specified number of decimals - no more than four. Calculations can be used to populate a value by default that can be overwritten.

• Input - Select Number - This is used to select a numeric value from a list of hard-coded values. Note - You must have a default value of 0 for this to work correctly. If this is left empty the parameter will return an error.

• Input - Text - This is used to input text values. List can also be set to have a pre-defined list of text options in a lookup list format. Can still be overwritten on a estimate.

• Input - Memo - This is used to input multi line text values such as a extra notes for the customer.

• Input - Size - DxW - This is used to put in a flat size (depth x width). A lookup can also be created in the format description,depth,width (A4,297,210).

• Input - Select Text - Num Value - This is used to populate a text value that is tied to a numeric value. This is to hard code text lookups that determine how other parameters are calculated. The numeric value is called by using [PARAMNAME.QTY].

• Button - Clear - This adds a button that can be clicked to clear a specified parameter.

• Calc - Numerical - This is used to calculate a numeric value.

• Calc - Estimate Qty - This is used to calculate the estimate quantity. This restricts the user from being able to enter multiple quantities on the estimate.

• Calc - Text - This is used to calculate and return a text value. Can also be used to display as a error message when applicable.

• Lookup - This is used to populate a lookup list based on specific values from the database from a normal lookup list. The sql must contain a ID and a DESCRIPTION column.

• Item - This parameter is used to add Items to the Estimate. It replaces the Material,Material (BoM) and Service Types.

• Specification - This populates values to the Specification tab on a estimate. Normally you would have a few Calc - Text's that calculate and formats the information before passing it to the Specification Parameter.

• Description - This populates values to the Description tab on a estimate. Normally you would have a few Calc - Text's that calculate and formats the information before passing it to the Description Parameter.

• Item Description - This is used to set the Estimate Item's description on a transaction. Can also be calculated with a Calc - Text parameter.

Stored Procedures

The stored procedure CALC_QTY_OUT has been added for use in Estimate Types.

• Input Parameters:

  • PARENT_DEPTH float,

  • PARENT_WIDTH float,

  • CHILD_DEPTH float,

  • CHILD_WIDTH float

• Output Parameters

  • QTYACROSS integer,

  • QTYDOWN integer,

  • QTYOUT integer,

  • ROTATEID integer,

  • WASTEPERCENT float