Specialty Items - Add

Specialty Items - Add

Specialty Items - Add

To Open Specialty Items Input Page - Click on Tab - (see image below)


To Enter an Input  

  1. Click ADD to open Input Dialog (see image below) 

  2. Once you have several inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page)

  3. To View Input Page that is hidden - Use the Scroll Bars


Input Dialog 

Input Dialog Components 

  1. Enter ID #- Enter ID # from Field Document and then Click on your TAB key and Item will appear next to Item Description (see image below)

  2. Identifier - You can create an identifier for this item if needed (Optional) 

  3. Look Up ID # - Click to Open Price Data Table for this Category 

  4. Date - Enter the date shown on the Field Document.  You can do one date or start date and end date 

  5. Qty  - Enter the QTY as shown on Field Document 


Add Phase Codes
  1. You must set these up on the Project Settings

Add Sales Tax
  1. Tax Values MUST be set up on the Project Settings - see Tax Setup
  2. Input Item is Taxable - Check box to bill Tax (Even if this box is checked it will not bill a Tax if no values were entered in the Tax Setup
  3. Input Item is NOT Taxable  - Do Not Check the Box

Add Allocations
  1. Allocations - there are two options to entering Allocations -
  2. Set up Allocation on the Project Settings Dialog - see Allocations Setup
  3. Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table
  4. To Learn More about Allocations - Go to Allocation Examples

Include in CAPS
       1. Include Item for CAP Calculation - Check this box and Click ENTER then a Message will appear - Click YES on popup Message

Input Notes 

  1. To Open Input Notepad - Click on the Button ADD NOTE (see image below)

  2. Input Notes DO NOT print with bill - they are designed for internal use

  3. To Print a Note, use toolbar located on the Bottom of Notepad see Notepad Print 


Input Notepad 

  1. Once a Note is Entered for an Input - The Item on the Input Page will highlight Gray to indicate a NOTE exist

  2. Notes are Stamped with Date and Name - Name is the same that you logged in with.

  3. To Modify or Read an Existing Note - Click On Labor Item and Click Modify then Click on Edit Note on Dialog


When a Note Exist - Item is highlighted in Gray

To View Note or Add to Existing Note - Same Process for ALL Input Categories 

  1. Click on Item to Highlight - then Click Modify - Click Edit Note




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