Edit with the global changes wizard

The Global Changes Wizard allows you to add or change certain line item details including coverage, taxes, tags, depreciation, category and selector, and notes.

Coverage

In the Coverage dialog box, you can change which coverage the selected items are applied to.

To make global coverage changes:

  1. Open the Inventory, Pricing, Interview, or Cat/Sel Review tab.
  2. Select the item(s) you want to modify.
  3. Click the Global Changes Wizard button in the feature toolbar.  
  4. In the Make Changes To list, select Coverage.
  5. In the Categories group, select All to apply changes to all categories, or choose Select to apply changes to selected categories.
  6. In the Coverage menu, select from any of the estimate's coverages or sublimits.
  7. To approve each change before it is made, select the Pause and verify each item check box.
  8. Click OK.

Taxes/Repaired/Credit

Select Taxes/O&P/Repaired to change details.

To make global coverage changes:

  1. Open the Inventory, Pricing, Interview, or Cat/Sel Review tab.
  2. Select the item(s) you want to modify.
  3. Click Global Changes Wizard in the feature toolbar.  
  4. In  the Make Changes To list, select Taxes/O&P/Repaired.
  5. In the Categories group, select All to apply changes to all categories, or choose Select to apply changes to selected categories.
  6. In the Other Global Changes group, select the global changes to modify.
    • Select Price to change from a price note to a normal item.
    • Select Note to change items to price notes.
    • Select Taxable to apply sales tax to an item.
    • Select Exempt to remove sales tax from an item.
    • Select O&P to apply overhead and profit.
    • Select Non O&P to remove overhead and profit.
    • Select Contractor to denote that the item will be replaced by a contractor.
    • Select Homeowner to denote that the item will be replaced by the homeowner.
    • Select Line Item to mark the item as a non-credit line item.
    • Select Credit Item to mark the item as a credit item.
  7. To approve each change before it is made, select the Pause and verify each item check box.
  8. Click OK.

Tags

You can add, remove, or modify tags in The Global Changes Wizard.

To make global tag changes:

  1. Open the Inventory, Pricing, Interview, or Cat/Sel Review tab.
  2. Select the item(s) you want to modify.
  3. Click Global Changes Wizard in the feature toolbar.  
  4. In the Make Changes To list, select Tags.
  5. In the Categories group, select All to apply changes to all categories, or choose Select to apply changes to selected categories.
  6. Follow these steps to add new tags
    • In the Tags group, select Add New Tags.
    • Click Add a New Tag.
    • In the Label list, select the type of information you want to enter, such as employee name, number, source name, vendor name, or date.
    • Enter the tag information
  7. Follow these steps to remove tags:
    • In the Tags group, select Remove Existing Tags.
    • Click Select an Existing Tag to be removed.
    • In the Label list, select a tag to remove.
    • Click Select an Existing Tag to be removed to remove another tag.
  8. Follow these steps to modify tags:
    • In the Tags group, select Modify Existing Tags.
    • Click Select an Existing Tag to be modified.
    • In the Label list, select a tag to modify.
    • Enter the new tag information.  
  9. To approve each change before it is made, select the Pause and verify each item check box.
  10. Click OK.

Depreciation

In the Global Changes Wizard you can modify the depreciation.

To make global coverage changes:

  1. Open the Inventory, Pricing, Interview, or Cat/Sel Review tab.
  2. Select the item(s) you want to modify.
  3. Click Global Changes Wizard in the feature toolbar.
  4. In the Make Changes To list, select Depreciation.
  5. In the Categories group, select All to apply changes to all categories, or choose Select to apply changes to selected categories.
  6. In the Depreciate by list, select Amount, Percent, or Age/Condition.
  7. Enter the value to depreciate by
    • Amount: Enter the value to be depreciated.
    • Percent: Enter the percent to be depreciated.
    • Age: Enter the age in years and months to be depreciated.
    • Condition: Select Average, Above Average, Below Average, New, or Replaced.
  8. In the Depreciation Type list, select Recoverable or Non-Recoverable.
  9. In the Replace group, select All items, Only items with no depreciation, or Only items with depreciation.
  10. To approve each change before it is made, select the Pause and verify each item check box.
  11. Click OK.

Category/Selector

In the Global Changes wizard you can update categories and selectors for items selected in the items list or in a group.

  1. Open the Inventory, Pricing, Interview, or Cat/Sel Review tab.
  2. Select the item(s) you want to modify.
  3. Click Global Changes Wizard in the feature toolbar.  
  4. In the Make Changes To list, select Contents Category/Selector.
  5. In the Categories group, select All to apply changes to all categories, or choose Select to apply changes to selected categories.
  6. In the Category box, enter the category code or click the arrow to open a list of all possible categories.
  7. In the Selector box, enter the selector code or click the arrow to open a list of all possibilities.
  8. Select the Update life expectancies check box to change the life expectancies from those associated with the old categories to those associated with the new category. Life expectancies are used when calculating depreciation by age.
  9. To approve each change before it is made, select the Pause and verify each item check box.
  10. Click OK.

Notes

You can add notes to all items in your estimate or to items in a certain category.

  1. Open the Inventory, Pricing, Interview, or Cat/Sel Review tab.
  2. Select the item(s) you wish to modify.
  3. Click Global Changes Wizard in the feature toolbar.
  4. In the Make Changes To list, select Notes.
  5. In the Categories group, select All to apply changes to all categories, or choose Select to apply changes to selected categories.
  6. Enter the note in the text box, and apply any formatting.
  7. If the note is internal, select the Internal Note check box.
  8. Click Add Note to add another note.
  9. Click Remove to remove a note that has not yet been added.
  10. To approve each change before it is made, select the Pause and verify each item check box.
  11. Click OK.

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