| # Estimate Line Templates The template enables calculation of all field values of estimate lines. In this template, you can modify the existing records that are read from LN Project and also enter new lines from Microsoft Excel. The fields currently visible are the fields available in the LN Project session, but you are free to add as many new columns as you desire to calculate various fields/values such as cost price, sales price, surcharge amounts, quantity, and so on. Most of the field values can be written back to LN Project, with the exception of fields such as the gross quantity, cost amount, landed cost amount, and a few others. These fields are set to Read Only, and are displayed with a grey background color. To enter a new record from Microsoft Excel, you must insert a new row between the dotted lines of the existing rows, under the corresponding project and version. These dotted lines are best seen to the right of the column filled last. If the new record is a copy of an existing record, the first free number field (the column can be hidden) must be made empty. When a record is saved back to LN Project, most of the checks involved in the estimate lines session are performed. If you do not follow any of the predefined conditions/checks, the integration automatically generates an error. For example, if you enter a cost type for a top-down total line, an error message is generated for that record, and is not saved back to LN Project. Whenever you directly change the cost price or the gross sales price, the corresponding values of the origin of cost price and origin of sales price are changed or set to Excel. With respect to pricing method, if the pricing method is Markup, you must not modify the gross sales price value. If the pricing method is Target, you must not modify the markup amount and markup percentage. |