Manage Allowance Package Items

Add Allowance Package Items

1. At the Allowance Package listing, click on the Allowance Package # to view the details.
2. Navigate to the Allowance Item section.
3. Click the Add | Import Items drop-down.
4. Click Add Manually. This will refresh the screen.
5. Select Default Line Item Values:
   Required Fields:
   • Resource: Materials (M), Labor (l), Equipment (E), Sub (S) and Other (O)
   • Job Cost Code
   Optional Fields:
   • Tax Code
6. Enter the Item #, Description, Quantity and Sell Rate (customers rate).
7. Optional: Enter the Unit of Measure and Internal Cost Rate.
8. Optional: Enter any Option Items. By default, three option rows are shown but additional rows can be added using the Add Selection link in the main item row.
   • Option #
   • Description
   • Manufacturer
   • Catalog #
   • UPC
   • Sell Rate (aka Customers Rate)
   • Internal Cost Rate
   • Resource: M, L, E, S or O
9. Click the Save and Close button.

Import Work Items or Estimate Line Items

• Cost Database - Work Items
• Estimate Items
• Estimate Items Grouped and Summed By Code, Description and Unit of Measure

Edit Allowance Package Items

1. At the Allowance Package listing, click on the Allowance Package # to view the details.
2. Navigate to the Allowance Item section.
3. Click on the Item # or Description that needs to be modified. This will redirect to the Allowance Package - Item Details form.
4. Edit the item information as needed.
5. Click the Save or Save and Close button.