- 08 Sep 2022
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General Conditions Template Screen
- Updated on 08 Sep 2022
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The General Conditions Template screen lets you define the general condition templates that can be applied to work orders. You display the General Conditions Template screen from the General Conditions Template Search List screen by clicking one of the templates in the list or by clicking the Add General Condition Template icon.
The screen allows you to specify a list of catalog items representing standard costs that will be included in the estimates for which the template is selected. For each selected catalog item, fields enables you to specify how the standard cost will be calculated.
The screen elements on the General Conditions Template screen are described in the following table.
Screen Element | Description |
---|---|
Template Name | Name given to the template by you. When creating new templates, as you type into this field, the value is duplicated into the Alternate Name field. |
Alternate Name | This field value is only accessible from the search list. When creating a new template, when you type into the Template Name field, the value is duplicated into the Alternate Name field as they type. |
Active | Allows you to mark the general condition template as inactive so that they can eliminate it from availability when you select a template to apply to an estimate. |
Assigned Branches | Required. Enables you to specify the branches for which the template should be available when you are selecting a template to apply to an estimate.
|
Item List Section | |
Item Name | Item name from the catalog |
Type | Read-only. Displays the item catalog type for each selected catalog item. |
Factor | The multiplier used to calculate the total cost of the line item after the general condition template has been added to an estimate for a work order. The value of this parameter will usually be set to one (1). |
Units | Dropdown provides three options for specifying how the cost for the item will be applied to the estimate. Options are:
|
Unit Cost | Cost per unit as described above under the description of the Units field. |
Delete Icon | Removes the item from the template. The Delete icon is disabled if the template has been used on an estimate. |
Catalog Item Selection Drop-Downa | Allows you to select another catalog item to be added to the template. The drop-down list makes available all items in the item catalog. |
Footer Bar | |
Delete Icon | Deletes the general conditions template. When you click this icon, Aspire displays a confirmation dialog. |
Save Icon | Saves changes to the general conditions template and returns to the General Conditions Template Search List screen. |