If an estimate contains only one main item and you progress the estimate to a job, then the estimate will automatically archive (this is the system default setting).
However, if there is more then one main item on the estimate and you only progress one of the items to a job, the estimate will not archive, but remain in the estimate list. This will allow you to then progress other items in the estimate to a job at a later date. When viewing the All Estimates View, an estimate that has had only some items progressed to a job will have a J icon in the left margin.
If the additional items on the estimate will not progress further then you will need to manually archive the estimate.
To manually archive an estimate (or to archive multiple estimates) follow the steps below.
Manual Archiving
1. Open to the Estimates View All screen.
2. Using the check-boxes besides the estimate number, then select the Estimates to archive.
3. Click the selector at the top of the check-box column, then select Archive Selected.
Automatic Archiving
To change the default archive settings a user with Administrator access can alter the settings.
1. Click the Settings cog (top right corner), then select ePrint MIS.
The window is arranged with a navigation pane on the left-hand side of the screen.
2. Click Process Flow, then Archive Status.
The window is arranged in columns, where archive selections can be made according to the module, the event, tick-boxes to enable or disable the event and a Status drop-down. Make the selections then click Update.
In the example below, the system is set to archive the estimate when it is progressed to a job.
Note: if there is more then one main item the estimate will still need to be manually archived even with the auto-archive setting enabled.
Additional Information
If you have any further questions, please contact Support.