Help on Cost Sheet

This page allows you to search and select the cost sheet and transfer the details to the required field. You can search the cost sheet number by specifying search details. The system retrieves the search results in the multiline. You can select the cost sheet number from the multiline and click the “OK” pushbutton to transfer it to the required page.

Click the lens icon positioned next to the “Cost Sheet No.” field.

The “Help on Cost Sheet” page appears.

Enter the following fields in the “Search Criteria” group box to search for the Cost Sheet:

From Cost Sheet No.	The cost sheet number from which you want to retrieve the cost sheet details. You can enter the cost sheet number in full or specify it partially. The system retrieves all cost sheet number similar to the cost sheet number entered here.
To Cost Sheet No.	The cost sheet number until which you want to retrieve the cost sheet details. You can enter the cost sheet number in full or specify it partially. The system retrieves all cost sheet number similar to the cost sheet number entered here.
Status	Use the drop-down list box to select the status of the cost sheet. The combo is loaded with the values “ALL”, “Draft”, “Fresh”, “Authorized”, “” “Contracted”, “Deleted”, “Cancelled”, “Referred” and “Under Amendment”. The system displays ”ALL” by default.
From Cost Sheet Date	The cost sheet date from which you want to retrieve the cost sheet details. You can enter the cost sheet date in full or specify it partially. The system retrieves all cost sheet number whose cost sheet date similar to the cost sheet date entered here.
To Cost Sheet Date	The cost sheet date from which you want to retrieve the cost sheet details. You can enter the cost sheet number in full or specify it partially. The system retrieves all cost sheet number similar to the cost sheet date entered here.
Currency	Use the drop-down list box to select the currency of the cost sheet.
Customer Code	The customer code by which you want to retrieve the cost sheet details. You can enter the customer code in full or specify it partially.
Customer Name	The name of the customer by which you want to retrieve the cost sheet details.
Bill To ID	The ID of the billing address by which you want to retrieve the cost sheet details.
Site Assessment No.	The site assessment number by which you want to retrieve the cost sheet details.
RFQ No.	The RFQ number by which you want to retrieve the cost sheet details.
Opportunity No.	The opportunity ID of the cost sheet by which you want to retrieve the cost sheet details.
Contract Type	Use the drop-down list box to select the contract type of the cost sheet.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following details in the “Search Results” multiline based on the search criteria entered:

Cost Sheet No.	The number identifying the cost sheet.
Cost Sheet Date	The date on which the cost sheet is created.
Status	The status of the cost sheet.
Latest Amendment No.	The latest amendment number of the cost sheet.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Bill To ID	The identification number of the billing address.
RFQ No.	The number identifying the RFQ.
Opportunity No.	The number identifying the opportunity.
Site Assessment No.	The number identifying the site assessment.
Contract Type	The type of contract provided.

Check the box in the “Select” column of the multiline to select the cost sheet number.
Click the “OK” pushbutton.