Convert to Production Schedule

 

Typically, once estimates are approved, they are converted to a Production Schedule.

 

This can be done by right clicking on the list of estimate and selecting New Schedule from the popup menu. It can also be done by selecting from the main menu, Schedules|New. In both cases, a wizard will open which requires certain fields to be confirmed or edited before the new schedule can be created.

 

If a new schedule is created while in the Estimate view, it is assumed that the user wishes to convert the currently selected estimate. If the estimate has already been converted, conversion is not possible until the "Schedule" tick box on the Estimate header is unticked.

 

By default, once an estimate is converted to a schedule, it is locked from conversion again, until the operator unlocks it.