Lost an Estimate

Problem

Lost some Estimates when importing (version 2.0 and earlier)

Diagnosis

They had some estimates, that disappeared when they did an export and import.
Check the original file-- if the estimate has "project" in the account type, that's the problem.

Solution

1. If the estimate is awarded, open the project, and erase the estimate. Hit enter key.
2. Change the estimate to a Customer. Hit the enter key.
3. If previously awarded, go back to the project and re-enter it.
4. Choose Export from FIle menu, choose One Transaction Class from submenu.
5. Choose Estimates. Export.
6. Import into the new file. It should come in OK this time.

Comments

In early versions of Goldenseal Estimating Software we allowed an estimate to be made directly to a project. Now that link happens only by awarding the estimate to a project.

Entered 6/19/02 by Dennis.