Problem
Lost some Estimates when
importing
into Goldenseal construction estimating software version 2.0 and earlier.
Diagnosis
They had some estimates, that disappeared
when they did an export and import.
Check the original file-- if the estimate has
Project in the account type, that's the problem.
Solution
Do the following in the original file:
- Choose Estimates from the Income menu, and use
the browser control to look at each Estimate record.
- If
the estimate is awarded, open the project,
and erase the estimate. Hit enter key.
- Change the estimate to a Customer.
Hit the Enter key to save the record.
- If previously awarded, go back
to the project and re-enter it.
- Choose Export from FIle
menu, choose One Transaction Class from submenu.
- Choose
Estimates. Export.
- Import into the new file. It should
come in OK this time.
Comments
In early versions of Goldenseal estimating
software we allowed an estimate to be
made directly to a project. Now that link happens only
by awarding the estimate to a project.
Entered 6/19/02 by Dennis. Updated 11/2/2010.
|
