Opportunity Service Estimate General Tab

Use the General tab to select report options for the Opportunity Service Estimate report and to save sets of options for reuse.

Contents

Field Description
Firm Block: Print Firm Name Select this check box to display your organization’s name on the estimate. By default, DPS uses the value of Firm Name on the General tab in Settings > Company . However, you can enter a different organization name for this report in Firm Name on the Misc tab in the Opportunity Service Estimate Options dialog box. Do not select this option if you print estimates on letterhead or stationery on which your firm’s name is printed.
Firm Block: Print Firm ByLine Select this option to display a byline below your organization's name on the estimate. By default, DPS uses the byline on the General tab in Settings > Company. However, you can enter a different byline for this report in Byline on the Misc tab in the Opportunity Service Estimate Options dialog box. A byline is usually additional text that describes your organization (for example, Architects and Engineers).
Firm Block: Print Firm Address Select this option to display your organization's address on the estimate. By default, DPS uses the address the General tab in Settings > Company. However, you can enter a different address for this report in the Address fields on the Misc tab in the Opportunity Service Estimate Options dialog box.
Firm Block: Left Margin Specify the distance between the left margin of the page and the left edge of the firm block. Use the unit of measure (inches or millimeters) that you entered in the Unit of Measure field on the Misc tab.
Firm Block: Top Margin Specify the distance between the top margin of the page and the top edge of the firm block. Use the unit of measure (inches or millimeters) that you entered in the Unit of Measure field on the Misc tab.
Firm Block: Alignment Select the type of alignment you want for the firm block information: Left, Center, or Right.
Estimate: Print Opportunity Number Select this check box to display the opportunity number in the estimate block.
Estimate: Left Margin Specify the distance between the left margin of the page and the left edge of the estimate block. Use the unit of measure (inches or millimeters) that you entered in the Unit of Measure field on the Misc tab. Enter a distance that does not cause the estimate block to overlap another block.
Estimate: Top Margin Specify the distance between the top margin of the page and the top edge of the estimate block. Use the unit of measure (inches or millimeters) that you entered in the Unit of Measure field on the Misc tab. Enter a distance that does not cause the estimate block to overlap another blocks.
Client Address Block: Left Margin Specify the distance between the left margin of the page and the left edge of the client address block. Use the unit of measure (inches or millimeters) that you entered in the Unit of Measure field on the Misc tab. Enter a distance that does not cause the client address block to overlap another block.
Client Address Block: Top Margin Specify the distance between the top margin of the page and the top edge of the client address block. Use the unit of measure (inches or millimeters) that you entered in the Unit of Measure field on the Misc tab. Enter a distance that does not cause the client address block to overlap another block.
Clauses: Print Top Clause Select this check box to display a clause at the top of the estimate. Select the clause in Select Top Clause.
Clauses: Select Top Clause If you selected Print Top Clause, select the top clause. You set up top and bottom clauses in Opportunity Settings.
Clauses: Top Clause (text box) When you select a clause in Select Top Clause, this field displays the text of that clause. To modify the text or formatting of the clause, click to display the Text Editor.
Clauses: Print Bottom Clause Select this check box to display a clause at the bottom of the estimate. Select the clause in Select Bottom Clause.
Clauses: Select Bottom Clause If you selected Print Bottom Clause, select the bottom clause. You set up top and bottom clauses in Opportunity Settings.
Clauses: Bottom Clause (text box) When you select a clause in Select Bottom Clause, this field displays the text of that clause. To modify the text or formatting of the clause, click to display the Text Editor.
Show Estimate Box Select this check box to display the estimate box in the upper right corner of the report.
Print Opportunity Name Select this check box to display the opportunity name.
Print Opportunity Description Select this check box to display the full description of the opportunity.
Print Footer Line Select this check box to display a line across the bottom of each page.
Print Page Numbers Select this check box to display a page number in the bottom right corner of each page.