Printing the enquiry documents for each material package employs the standard reporting facilities. The only things to remember are to (i) select the correct report to print and (ii) set the appropriate filter for the Trade.
Each material package print will require slight modification from the previous report in that the filter used to print only the required material items needs to be selected.
Note: It may be worthwhile setting up a standard report for each material package and saving it as a different report name each time. This will allow you to select the appropriate material report on each new job, avoiding repetitive changes to the configuration.
•To print the Trade Enquiry
1. Select Reports from the File menu or click the mouse on the Reports icon on the toolbars.
2. Select the Resource Usage report from the list.
Now set the appropriate filter to print the required items for the material package.
3. Click the mouse on the Edit button.
4. On the Details tab select the required Filter from the list displayed in the Criteria frame.
5. Check the check box for "Show Only" – this will ensure only the tagged items for the Trade are printed.
6. Click the mouse on the OK button to save the configuration and return to the Reports list.
7. On the Reports list click the mouse on Output and Print to execute the report print.
Note: You may wish to preview the report before committing to a final print to ensure you have selected the correct criteria for the report. You can remove the pricing columns from the report by using the Resources tab.
When printing the report you can set the required number of copies of the material Enquiry to print. These will be included in your enquiry package along with relevant drawings, specifications etc.