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You can move CEs, and their related cost documents such as POs, and Supplier Invoices to the desired Job. 


Here's a visual demonstration for moving Cost Estimates between Jobs


Below are steps to show you how to move CEs between jobs.

Step-by-step guide



  1. Click the Move Costs button on the Ribbon.

  2. Click on the Select an Action field, and select Move Cost Estimates between Jobs.



    Notice that there are two groups on this screen, the From and To group. 

  3. In the From group: 

    1. Select the Job from which the desired document must be moved. 

      Notice that the Doc field becomes enabled once the Job is selected.
    2. Select the CE to be moved by clicking the Doc field.

      If the CE has been invoiced, ensure that the invoice has been credited in full, or cancelled, before you move the CE.



  4.  In the To group: 

    1. Click the Job field, and choose the Job to which the document must be moved. 
       

  5. Click the Move button to move the Cost Estimate.




    It is confirmed that the CE and related documents have been moved.