USER’S MANUAL
Warning: Some parts of this documentation have been translated in an electronic
way. We apologize for the inconvenience. The complete documentation properly translated
will be available in English soon. You’ll be automatically informed when you’ll
try to reach the help file from Quick Devis® Enterprise Edition
SUMMARY
Installation
de Quick Devis® Enterprise Edition
Installing on the user’s computer
Installation on a TSE or on a
CITRIX™ server
Choosing the copy protection
solution
Installation a computer identifier
based protection
Installation a dongle based
protection
Installing a network protection
Setting
of detailed view or nomenclatures
Get
settings form another estimate.
Compact
an estimate or a database
Delete
an estimate or a database
Repair
an estimate or a database
The tasks manager and the B.o.Q.
Automatically
create links between tasks
Replace
by the article whose reference is mentioned
Find
current row in its original database
Insert
a frame of articles from Excel
Find
current row in its original database
The overhead expenses workbook
Overhead sheet and coefficients
Building you sheets of sale using
Microsoft Excel™
Setting
detailed view and nomenclatures
Implementation of drop-down lists
Posting of lines in the form of
columns
Outline and management of profile
The various types of databases
Articles data base with forced
prices
Articles data base with external
rebates and forced selling prices
Articles database with extended
fields dans forced selling prices
Articles database with extended
fields, external rebates and forced selling prices
Other kinds of database which cannot
be created by the user
Summary of the features of the
different data bases
Mode of identification of the
articles
The
utility of the coefficients under material and workforce
Using Ms Word documents in articles
Using
Excel like workbooks in articles
Insertion of articles in the minutes
Creation or edition of a tree
structure
Assumption of responsibility of
documents Microsoft Word™
Assumption of responsibility of
tables of calculations
Export of a base of articles towards
Microsoft Excel
Functions of the manager of articles
Posting and edition of the tree
structure
To optimize the base of articles
To lock the articles with the
importation
To recognize the articles by their
reference
Editer the table of calculations of the
article
To destroy the table of calculations
of the article
Editer the document Microsoft Word™ of the article
To mask the fields languages not
used
To mask the extended fields not used
To name a wide field or a linguistic
field
To remove the name wide field or a
linguistic field
To take into account the
coefficients
Inserting
groups in detailed view
Creating or editing a tree view
structure
Embeded spreadsheets (groups with
their own calculations)
Passing
paramteers from a parent group to a child group
Functions
of the group manager
Posting and edition of the tree
structure
To import a list of groups to format
ms Excel
Editing the group’s Microsoft Word™
document
Export whole database to Ms Excel™
Export current group to Ms Excel™
Import
a groupe from Ms Excel™
Seek article in it’s original
database
To optimize the base of groups
To check the integrity of the base
To cut/To copy/To stick/To erase
Management of the lines and columns
The workbooks of the detailed view
Explanations about the mechanism
Creation of the base of management
Coupling with Quick Devis® Enterprise Edition
Automatic
classification of the estimates
Fonctionnalités
du module de gestion
To
purge in accordance with the
The simplified management tools
Show
descriptions or task items on sub-totals
Display
B.o.Q. rows or all the rows
To
launch an Excel file with Macro.
The formats of estimates files
Converting an Excel file to a
database
Converting an Excel file to an
estimate
Convert
an Excel file to an estimate
Thank you
to have installed Quick Devis® Enterprise Edition.
Quick
Devis® Enterprise Edition is intended for building estimates in all spheres of
activity that require handling of material, sub contracting or workforce and
whenever you have to build bills of quantities.
If has a
customizable user interface which can handle up to 60 user defined fields
allowing to quickly adapt the product to most of the estimating methods.
Additionally, it allows any computing method, whatever complex, in order to
calculate the selling prices. For this purpose it uses Excel™ like workbooks.
This manual was
designed for users not having any preliminary knowledge of the product. It is
also used as reference handbook for the users having received a formation or
having a good knowledge of Quick Devis® Enterprise Edition.
The manual does not
explain what an estimate is nor the different evaluation techniques but simply
the method of construction and evaluation of the estimates under Quick Devis® Enterprise Edition.
The general features
like the creation of an estimate or the design of a bill of quantities are
developed there in a teaching way. In this manual, each function is described
precisely in a technical way.
A reasonable knowledge of your
operating system is desirable for correct use of the software because the
user's manual does not develop the use of the system’s tools which are for
example the opening of a window or the recording of a file. For more
information, consult the handbook of your operating system.
The manual does not give training;
it does not treat various tricks to optimize the estimating process and in
general, does not approach the various techniques of estimating. The computing
methods of the overhead costs in particular are approached in a technical way,
without development of their finality.
If you cannot take part in a training course,
we advise you to read the downloadable training manuals on http://www.iaes-software.com/docs.htm
(these documents are often available only in English or French)
If you are not informed any of the product and
you do not have time to read this handbook, we advise you, to save time, to
start by approaching Quick Devis® Free Edition which is a very simplified
version of Quick Devis® Enterprise Edition and which guarantees a catch in fast
hand. When you understand the operation of Quick Devis® Free Edition, you will
have solids tricks to discover the complementary functionalities which Quick
Devis® Enterprise Edition offers. Quick Devis® Free Edition can be downloaded
on http://www.quick-devis.net
Quick
Devis® Enterprise Edition is published by Quotalys ltd – 269 Farnborough - Farnborough -
Hants - GU14 7LX (United Kingdom)
The data
contained in this manual can be modified without notice. The names of
companies, amounts, coefficients and parameters employed have only one value of
example and are purely fictitious. The use of existing names would be
completely fortuitous.
Quick
Devis® Enterprise Edition and its documentation
cannot be reproduced, even partially, whatever the method, without prior
written consent of Quotalys ltd. It is also prohibited to reverse whole or part
of the program to understand its operation.
Quick Devis®
is a trade mark. Copyright© Quotalys 2001-2006 all rights reserved - © IAES
1991-2001. The rights on Quick Devis® Enterprise Edition and its documentation
belong exclusively to Quotalys ltd.
Various
marks are quoted in Quick Devis® Enterprise Edition or in its documentation:
CITRIX is a trade mark of Citrix Systems Inc
IBM, PC and PS are trade marks of International
Business Machines Corporation
Windows, Excel, Word, Access, Visual BASIC,
Visual C++ are trade marks of Microsoft Corporation.
Generally
the marks quoted are properties of their respective companies. For further
information about the rights governing the distribution of Quick Devis®,
consult the License chapter in this
manual or contact:
By buying a Quick Devis® Enterprise Edition
license, Quotalys ltd concedes you the right to use a copy of the software.
This right is neither exclusive, nor
transferable. You have the right to install Quick Devis® Enterprise Edition on
as many computers as wish but you do not have the right to employ
simultaneously Quick Devis® Enterprise Edition on different computers with the
same licence; you must acquire a licence for each computer running the software
simultaneously.
The manual of Quick Devis® Enterprise Edition
and the software which comes with it are provided 'as is’ without any explicit
or implicit guarantee. In spite of the efforts made
to provide documentation as exhaustive as possible and to publish software as
reliable as possible, certain functions may not have been sufficiently
developed or some errors may appear
Quotalys ltd or its distributors could not be
made responsible for unspecified direct or indirect damage resulting from a
defect of the handbook and/or software.
Some countries or states may
restrict the above warranty limitation. In such case, the user is invited to
uninstall Quick Devis®
Enterprise Edition if this limitation does not
satisfy him. Since most parts of Quick Devis® Enterprise Edition are still
developed in
Important: By installing Quick Devis® Enterprise Edition you agree with all of the clauses in this manual.
If you disagree with any clause, please, do not install Quick Devis®
Enterprise Edition.
Selon
les distributeurs Quick Devis® Enterprise Edition peut vous être livré sur un
support physique (CD ROM) ou bien sous une forme dématérialisée. Il est
également disponible sur www.quick-devis.net
où il peut être téléchargé gratuitement. Une simple identification en ligne
vous sera alors demandée.
According to distributors' Quick Devis®
Enterprise Edition can be delivered on a physical support (CD ROM) or in a
dematerialized form. It
is also available on www.quick-devis.net
where it can be downloaded for free. A simple identification is required.
Computer requirements
Before installing the product, we advise you to
read this chapter in order to take note of the requested hardware for a correct
exploitation of Quick Devis® Enterprise Edition.
Quick Devis® Enterprise Edition was designed to
run under Microsoft Windows XP, Microsoft Windows 2003 Server, Microsoft
Windows Vista, Microsoft Windows 7 or Microsoft Windows 2008 Server.
The basic configurations advised for Quick
Devis® Enterprise Edition are as follows:
·
IBM
PC/PS or compatible with processor Pentium IV 1 Ghz minimum
·
512
Mo of RAM
·
160
Mo free on the hard disk
These configurations constitute the minima
advised to obtain acceptable performances. Quick Devis® Enterprise Edition, can
nevertheless operate on smaller configurations. However, it will be
particularly slow on such configurations and the disk accesses to emulate
virtual memory will be frequent; The stability of the application could then be
affected.
The disk capacity above mentioned is the
approximate space that the software will occupy on the hard disk, including the
cache requested for the opening of the estimates. The estimates and the
databases being bulky files, it is advised to have a higher space for
‘comfortable’ exploitation.
To
install Quick Devis® Enterprise Edition, launch the file you will have
downloaded first from http://www.quick-devis.net
Selecting the language
Quick Devis® Enterprise Edition automatically
detects the language at the time of the installation if you have a system set
up for English (USA), French (France), German (Germany), Spanish (Spain),
Italian (Italy) or Portuguese (Portugal). For all the other configurations, a
menu will propose to you to select the language when you launch the file.
If your system is set up according to one of
the six regional settings above and that you wish to install the application in
a language different from that of your system, you can temporarily change your
local settings in the control panel to assign the language of your choice.
Then, install Quick Devis® Enterprise Edition and reset your original settings.
You also can, without changing your regional
parameters, launch the file quickdevis_ee.exe
using the menu ‘Start / Launch’ with the following switches:
- EN
(English), FR (French), DE (German), ES (Spanish), IT (Italian), PT
(Portuguese)
Example: quickdevis_ee.exe /ES to install Quick Devis®
Enterprise Edition in Spanish whatever the local settings of your system.
In this last installation mode where you
specify the language using a switch, the language used by quickdevis_ee.exe during the installation procedure
will be always that of your system but the language of Quick Devis® Enterprise Edition will be that
specified by your switch.
Installing on the user’s computer
When the installation procedure is launched,
follow simply the instructions which are posted to the screen.
When Quick Devis® Enterprise
Edition has been installed successfully; the following menus appear in the
‘Start’ menu. The program group is named ‘Quick Devis® V6’.
- Quick
Devis® Enterprise Edition (the program
itself)
- Database
converter (to create Quick Devis
databases from many different sources)
- Spreadsheet
converter (to convert Excel™ files into Quick Devis®
- Management
tools (to monitor your estimates
built on one or several computers)
- Licenses
manager (to manage the licenses and
set up the protection devices)
- QDToolbox®
for Microsoft Excel™ (to access Quick
Devis®
- User’s
manual QDToolbox®
- Uninstall
Quick Devis®
If you do not have all the rights on your
computer, it is advised to open an ‘Admin’ session before launching the
installation because your user profile may be parameterized to refuse the
registration of new components. Contact your administrator for further information.
If you installed Quick Devis® Enterprise
Edition and the above menus do not appear in 'Start’ menu, it is probably
because your computer requires ‘Admin’ rights to install Quick Devis®
Enterprise Edition. In such a case, uninstall the software, get the rights and
reinstall the application.
To always profit from the last evolutions of
Quick Devis® Enterprise Edition, you will be informed each time you will launch
Quick Devis® by a small window which will appear at the bottom right of the screen
when new versions are published. You will just have to click on this window to
update your software.
Note: Quick Devis® Enterprise Edition cannot be
installed on the same computer as Quick Devis® Free Edition. If you install a
version, it will replace the other automatically.
Installation on a TSE or on a
CITRIX™ server
Installing Quick Devis® Enterprise Edition on a
TSE or CITRIX server is rigorously identical to that described in the preceding
chapter.
However, an additional file named QDCITRIX.INF will have to be placed in the
installation directory of the software (default C:\program
files\Quick Devis V6\)
You can create this file using any text editor
like the Windows Wordpad for example. The file should contain only the two
following lines:
[ STATUS ]
Citrix=installed
While recording, ensure that the file has a
suffix INF because the Windows Wordpad affects automatically TXT suffixes.
Whether you use TSE or CITRIX, this file must
be used. To check that the necessary parameter setting is well taken into
account, you can launch Quick Devis® Enterprise Edition starting from a user
computer. A CITRIX logo must appear on splash screen.
Note: TSE or CITRIX allow only the administration
of networked licences and do not allow the use of USB dongles or computer
identifiers.
Quick Devis® Enterprise Edition can be
evaluated during 30 days after the first installation. Beyond, you will have to
register a license code to continue to use it or to obtain an extension of the
probation period from your dealer who will email you an extension code.
Choosing the copy protection
solution
To
protect the software, you can choose from 3 solutions:
- A computer identifier
- An USB
dongle or protection device
- Floating licenses
installed on a server
The first
solution is adapted best to the portable configurations because it requires
neither physical device, nor connection network. It consists of the inscription
of a code related to a physical identifier of the computer. Quick Devis®
Enterprise Edition will only launch on the computer having the identifier. This
solution obliges you to contact your dealer to obtain a new code when you
change your computer.
The second
solution is most flexible, it enables you to install the software on as many
computers as you wish and to activate the computer of your choice by plugging
the dongle there. It requires a USB port available.
The third
solution lets you optimize your licences by installing them on a server. You
can then install Quick Devis® Enterprise Edition on as many computers as
wished. The server will automatically limit the simultaneous use according to
the number of subscribed licences. This last solution is proposed starting from
three licences.
Whatever
the protection solution you will retain, you will have to obtain licenses codes
by contacting your dealer, by requesting a code via the appropriate tool or by
transmitting an email to support@quick-devis.net.
Installation a computer identifier
based protection
This
kind of protection is not available under TSE or CITRIX™ but only when Quick
Devis® Enterprise Edition is installed on an end user’s computer.
If
you choose a protection bases on a computer identifier, launch the module ‘License manager’ in the ‘Start / Quick Devis’ menu.
Click
on the button ‘Ask for or modify a V6 license code for this key’ located at the left of the 12
hexadecimal characters code which identifies your computer, at the bottom of
the window. This code always begins by the letter E.
Then fulfil
every field, check the boxes of the modules which interest you (all the modules
are provided as default) and transmit the request by mail, fax or on line
clicking on the appropriate buttons. When you will receive your unlocking code
(28 characters code), you will just have to launch the licenses management
module again and to click on the button ‘Write the
license code on this computer’.
When you
enter the code, click on the button ‘Record’.
Your license is then installed. If you make an error, you will be able to try
to register up to 4 invalid codes after which, your key will be neutralized and
you will have to call your dealer who will give you a code to recover your
rights.
To prevent
Quick Devis® Enterprise Edition from trying to reach other protection modes,
you can specify the order of research of protections. The option ‘only a local logical key' will allow a faster
launching of the program.
Your licence
is now operational. If you had time limited or loan licenses previously, it
will be necessary for you to remove them by clicking on the button ‘Remove temporary licenses’ in order to prevent Quick
Devis® Enterprise Edition from taking into account these licenses.
Installation a dongle based
protection
This
kind of protection is not available under TSE or CITRIX™ but only when Quick
Devis® Enterprise Edition is installed on an end user’s computer.
If
you choose a dongle based protection, contact you dealer who will send a dongle
and an associated license code to you. To install them, proceed as follows:
Launch
the ‘License management’ module from the ‘Start / Quick Devis’ menu and, before
plugging the USB dongle, click on the button ‘Set up to handle USB keys’
After
a few seconds, the driver will be installed and the following message will be
posted:
Then insert
the dongle in one of the available USB ports, await detection by the system and
press the ‘Ok’ button. This will automatically
quit the licenses manager.
When
Windows requests it, run the driver installation wizard by while clicking on
the ‘Next’ button and specifying ‘automatic installation’ (default option). No CD
support will be required because the drivers were installed on your system when
you asked for a USB configuration.
When
the driver’s installation is finished, click simply on the ‘Close’ button.
If you
start again the licenses manager using the ‘Start /
Quick Devis / Licenses manager’ menu, you should then see the code
identifying your key in the window reserved for the physical local keys. This
code has 12 hexadecimal characters and always starts with letter A.
Drivers’
installation troubles:
If the installation procedure of the driver fails, it may be that you do not have
sufficient rights to install drivers on your computer. Get admin rights and try
again after you uninstall the driver. To remove an USB driver, just launch the
licenses manager tool and click on the button ‘Set up
to handle // keys’.
When
the dongle is installed and you can visualize his code in the identifier
window, you just have then to enter the 28 character code license code
associated with your key.
Often,
this step of entry of the license code is not necessary because the keys
delivered to you can include these codes in an internal way. To know if it is
necessary or not enter a code, try to start Quick Devis® Enterprise Edition
without carrying out this step. If it starts, you finished the setting of your
license.
If you have
to enter a 28 caharacters code, launch the ‘Licenses
manager’ module again and click on the button ‘Write
the license code on this computer’
When you
enter the code, click on the button ‘Record’.
Your license is then installed. If you make an error, you will be able to try
to register up to 4 invalid codes after which, your key will be neutralized and
you will have to call your dealer who will give you a code to recover your
rights.
To prevent
Quick Devis® Enterprise Edition from trying to reach other protection modes,
you can specify the order of research of protections. The option ‘First a local physical key' will allow a faster
launching of the program.
Your
licence is now operational. If you had time limited or loan licenses
previously, it will be necessary for you to remove them by clicking on the
button ‘Remove temporary licenses’ in order to
prevent Quick Devis® Enterprise Edition from taking into account these
licenses.
The 28
characters codes are located in the user’s profile so that the user is the only
one being able to use the associated key. However, if you wish that the dongle become
portable without having to enter the code on each computer likely to use it,
you can store this 28 characters code directly in the dongle.
To
do this, launch Quick Devis® Enterprise Edition using the ‘Start / Quick Devis’ menu and click the ‘? / License information’ menu.
Click on
the button ‘Store license code in the local key’.
Then, your dongle will become portable and will work on any computer on which Quick
Devis® Enterprise Edition is installed with a USB driver.
Installing a network protection
This
kind of protection requires a license server. Please read the chapter ‘Installing a license
server’ at
the bottom of this manual for further information.
Before approaching Quick Devis® Enterprise Edition,
it is important to determine the meaning of the terms employed in this user’s
manual and in the program itself.
Tasks manager: the term
‘Tasks manager’ indicates the condensed view of the B.o.Qs.
B.o.Q: “Bill of Quantities”
indicates the frame which is transmitted to the customer; it is also often
called “Customer’s view” or “Customer’s frame”. It is the first retail level of
an estimate.
Under Quick Devis® Enterprise Edition, the term
‘B.o.Q’ indicates the view in which the customer’s form is visible, it acts as
a non non-condensed view contrary to the mode ‘Tasks manager’.
Detailed view:
“Detailed view” indicates the detail of a single task of the ‘B.o.Q’; it is in
the “detailed view” that you will enter material costs and times associated to
workforce.
Nomenclatures:
“Nomenclatures” indicates a view of the estimate reclassified according to
various sorting criteria (Manufacturers, Families, etc…)
Overhead expenses
datasheet: “Overhead expenses datasheet”, “Overhead costs
datasheet” or “Environment” indicates the worksheet which allows entering the
duties which are not quantified in the “detailed view” such as the site
facility expenses. It is also in the “Overhead expenses datasheet” that you
will calculate the margins and the workforce rates.
When launching Quick Devis® Enterprise Edition for the
first time, you will be prompted to register your license. You can delay this registration
by clicking the ‘Remind me after 3 days’ button
or ignore it definitely by clicking then ‘Never
register’ button.
To register your license, click the “Register” button and complete the registration Web
form. The data will only be used to build statistics and to improve the quality
of support. Quotalys Ltd warrants the confidentiality of collected data.
You have to be connected to the Internet to register
your license of Quick
Devis® Enterprise Edition.
To create a new estimate, simply click the ‘File / New
estimate’ menu or click the button 
.
The best solution to understand Quick Devis®
Enterprise Edition operation is to open a sample estimate provided with the
software. To do this, click the “? / Open sample
estimate“ menu.
Provide then a file name and a location. You will get
an estimate which conforms to a model previously built or an empty estimate if
you did not parameterize any model as a preliminary.
The view
which appears at the time of the creation of an estimate is the ‘Tasks
manager’. In this mode, you can build your B.o.Q and if the need arise,
collapse or expand whole branches by clicking on the symbols + and - which are
located at the intersections of the lines in the tree structure appearing on
the left.
You should now build the bill of quantities using the
buttons 
. These
buttons respectively create a task on the same level as the cursor is (B if the cursor is on A
for example) and create a sub-task immediately under the task on which the
cursor is (A.1 if the
cursor is on A for example). In this last case,
‘A’ which was a task becomes a branch.
If you make errors, you can use the button 
to erase a task or a branch; select the task
or branch to be deleted first.
You can manually change the proposed items by entering
directly the desired text in the “Item” column. You can specify the columns
“Description”, “Unit” and “Quantity” in the same way.
When you finish the configuration of your B.o.Q. you
can reindex your estimate in order to optimize calculations and check its
integrity by clicking the button 
. In any
case, it is advised to reindex after creating a B.o.Q.
You can
either work on your B.o.Q in customer’s view mode (B.o.Q) or in condensed mode
(Tasks manager). To activate the customer’s view mode, click the ‘B.o.Q’ tab at
the bottom of the window.
In this
mode, you will be able, if the need arise, to insert lines under the tasks to
add comments or to conform the estimate to a form imposed customer. For that,
use the functions ‘Insert rows’ and ‘Delete rows’ of the ‘Edit’
menu. 
The functions of the B.o.Q view are described in an exhaustive way in
the chapter The Bill of Quantities. The
ones of the ‘Tasks manager’ view are described in the Chapter The tasks manager.
Many functions of Quick Devis® Enterprise Edition are accessible
from most of the views and have a similar behaviour whatever the view in
progress is. These functions are described below:
New estimate 
“File” menu
This function lets you create an empty estimate
or an estimate in conformity with one of the models defined using the
“Configure an estimate” function of the “?” menu. To allow creation, you will
have to provide a file name for the new estimate.
If, using the function “Configure an estimate”,
you defined several models; a window will prompt you to select the model to be
used when calling this function.
Open estimate 
“File” menu
This function lets you open an existing
estimate file. The estimates will have as a .DVZ suffix or .DEV suffix.
The first are compressed estimates with .ZIP
format, the seconds are expanded estimates with Microsoft Access format.
For further information on the differences
between .DEV and .DVZ files, read the chapter The formats of estimates files in
this manual
When you create a new empty estimate, an expanded
file (.DEV) is automatically created; it is then transformed into a compressed
file (.DVZ) with the first recording.
If you wish to open an estimate file under
Microsoft Access, you will have to first expand it if it is a .DVZ file. To do
that, use the function “Compact and expand tools”
form the “Tools” menu.
Close estimate “File” menu
This function lets you close the current
estimate. You will be prompted for recording if requested.
Save 
“File” menu
This function lets you record on disc the
current estimate under its original name. For further information on the
principles of recording used by Quick Devis® Enterprise Edtion, read the
chapter The safety of the estimates
in this manual.
Save as 
“File” menu
This function lets you record on disc the
current estimate under a name different from its original name. For further
information on the principles of recording used by Quick Devis® Enterprise
Edtion, read the chapter The safety of
the estimates in this manual.
Print area 
“File” menu
This function lets you set the print area
according to the selected cells when calling the function. It can be used in
the “B.o.Q.” view and the “Overhead sheet” view.
You can also manually change the print area
using the “Page setup” function.
Page setup 
“File” menu
This function lets you define the various usual
parameters of page-setting. However, not all settings are valid for all the
views.
Certain editions, in the B.o.Q. view, are
already parameterized and some of their settings cannot be changed.
Print preview 
“File” menu
This function lets you visualize on the screen
the printout according to the current print area and page settings.
Report generator 
“File” menu
This function launches the reports generator
which lets you produce different formats of the reports. The functionalities of
the report generator are described in the chapter The Reports Generator in this manual.
Access databases 
“Data” menu
This function lets you open the databases. Its
operation is described in the chapters The
Articles Manager and The Groups manager
in this manual.
Ms Word functions 
menu ‘fichier’
This function displays a new menu bar which
allows interaction with Microsoft Word™. This lets you access the automated
Microsoft Word templates which use data from the management tools. Its
operation is described in the chapter Automated
mails in this manual.
This function requires Microsoft Word 97 or
greater.
Export Ms Excel 
”File” menu
This function lets you export the current view
to Microsoft Excel. Data exported according to views are as follows:
·
B.o.Q:
All columns and all rows
·
Detailed
view: The current task or the current selection
·
Nomenclatures:
The entire nomenclatures or the current selection
·
Overhead
sheet: The entire workbook
This function requires Microsoft Excel 97 or
greater.
Declare an estimate 
“Tools” menu
This function lets you interact with the
centralized management database to specify various customers’ information, the
kinds of projects, the characteristics of the estimate, etc in order to allow
the exploitation of these data in the management database, in the reports
generator and in the standard mails. Its operation is described in the chapter
‘Managing estimates’.
Calculate 
“Calculation” menu
This function computes data in the current view
without running a global recalculation. This will be useful if you handle
important estimates on weak computers: it will avoid computing the entire
estimate when, for example; you simply need to refresh the overhead sheet data.
Calculate costs 
“Calculation” menu
This function computes the cost prices of an estimate
in order to refresh the columns ‘Expenses' of the B.o.Q. Use it if #N/A appears
in the ‘Expenses’ columns of the B.o.Q in order to get valid costs. This
function is not available in ‘Coefficients only’
mode.
Calculate selling
prices 
“Calculation” menu
This function computes all data of an estimate,
the costs and the selling prices. It refreshes all views. Use it if #N/A
appears in the B.o.Q. in order to get valid selling prices. The function
computes expenses (costs) when necessary. It is
not available in ‘Coefficients only’ mode.
Global calculation 
“Calculation” menu
This function recomputes all data of an
estimate, the costs and the selling prices. It refreshes all the views. Use it
if #N/A appears in the B.o.Q. in order
to get valid selling prices. This function is available only in ‘Coefficients only’. In this mode, a calculation of
the costs generates automatically a calculation of the selling prices because
both are bound by fixed coefficients.
Reindex the
estimate 
“Tools“ menu
This function lets you rebuild the estimate from
the data stored in memory and on the disc; it also checks the integrity of the
estimate. You will call it if a message invites you to do so after the
detection of an anomaly in the estimate. It is a safety measure to call the
function when you finish an estimate in order to guarantee its integrity.
Quick Devis® Enterprise Edtion has algorithms
which control the integrity of the estimate each time a recalculation is
launched and before every printing request. However, if you obtain an error
message when recalculating or when printing, first try to reindex your
estimate.
An estimate built under Quick Devis® Enterprise
Edition is a database which contains the whole of the links between the various
tasks. In order to display a user interface pleasant to use, the software
transposes the data from this database into a spreadsheet which is used as the
user’s interface. Each time you carry out an important change as for example to
copy and paste a whole branch, Quick Devis® Enterprise Edition do the job in the
database but also in the workbooks, using simple copy and paste operations as
you would do under Microsoft Excel™. However, such multiple operations in a
spreadsheet do not offer the robustness of a database and can sometimes display
wrongly (missing borders, badly adapted colors, etc). The ‘Reindex’ was designed to correct these problems. Thus
do not hesitate to launch it after each important change or if Quick Devis®
Enterprise Edition ask for it.
No matter what can happen, these possible
displaying problems cannot affect calculations because they are always realized
on the basis of the database. The spreadsheet is used only as an interface.
Before each printing request or each access to the report generator, Quick
Devis® Enterprise Edition checks that the data of the spreadsheet are perfectly
in conformity with those of the database. In the event of problem, it will ask
you to reindex the estimate and will refuse to reach the function requested.
Setting of detailed
view or nomenclatures 
“Options“ menu
This function is intended to define the order,
the format, the colors and the behavior of the columns in the detailed view and
the nomenclatures. It is described in the chapter Setting
detailed view and nomenclatures.
New estimates
settings 
“Tools” menu
This function lets you append up to 100 models
of estimate which will be used as a basis for the new estimates to be created.
A model estimate is a parameterized estimate with its currencies, colors, rates
etc; the model will be automatically duplicated to a new estimate at the time
of creation. That is exactly as if you loaded the model file and recorded it
under the new name.
The function also lets you define the behavior
of the computer regarding to the management database which will let you trace
the estimating activity of the computer.
Managing templates
estimates
A template estimate built under Quick Devis®
Enterprise Edition is a standard estimate which will have been parameterized to
be used as model. This estimate should not be declared in a management database
so that its copies, created by the function ‘New
estimate’ can be declared in a management database.
To ensure that an estimate does not refer to a
management database, use the function ‘Reset the
management data’ of the ‘Tools’ menu
If you place more than one estimate in this
list, Quick Devis® Enterprise Edition will prompt you, for each creation of
estimate to specify from which model the new estimate must be derived. If only
one estimate remains in the list, Quick Devis® Enterprise Edition will create a
new estimate in conformity with the model without prompting the user to select
it.
If you do not specify any estimate in the list,
Quick Devis® Enterprise Edition will create an empty estimate with the standard
formats and it will then be necessary to provide all its settings. You also can
load these parameters from another estimate using the “Get
settings from another estimate” function.
To add an estimate to the list, click the “Append file” button and select the estimate to be
appended. To remove an estimate from the list, select it first and click the “Remove the file” button.
It can sometimes be interesting to associate to
the model a more explicit text than the name of the model file. To do so, click
delicately on the file name in the list and enter the text you wish to
substitute it with. If after that you want to retrieve which file name is
associated to the text, use the horizontal scroll bar to see the right side of
the list.
When you check ‘Prompt
for a name when creating’ box, Quick Devis® Enterprise Edition will
require the name of the file to create each time you call the function ‘New estimate’. If you do not check the box, it will
create a temporary file without prompting. The name of the file will then be
prompted with the first recording, as Microsoft Excel™ does. This last solution
lets you name the estimate file according to its number which can be given by
the management database. If the temporary estimate is declared in a management
database, Quick Devis® Enterprise Edition will propose a name made up of the
estimate’s number followed by the first characters of its description.
It is advised to let Quick Devis® Enterprise
Edition prompt for a file name at the creation because, if the computer crashes
before you record the file, if you did not check the box, you will not have the
name of the file, thus you will not be able to recover it. However, if you
immediately start Quick Devis® Enterprise Edition again after the incident, it
will recover the last abnormally closed temporary file and will communicate its
file name to you.
Interacting with a
management database
The function ‘New
estimates settings’ also lets you specify the behavior of the computer
regarding to the management database. There are two kinds of management modes
which you can activate through the box ‘Activate
simplified management tools’. These two kinds are described in the
chapter the ‘Managing the estimates’.
Whatever the mode of management, you can
specify the management database to be used by clicking on the text area
designed for this purpose.
The box “Ask for
declaration” which is active only when complete management is activated
prompts the user to immediately declare his estimate after having created it.
This declaration is never an obligation and the user can cancel the process of
declaration. This in particular enables him to create an estimate without being
connected to the management database and to postpone the declaration.
If you ask for declaration, you will be able,
by checking the box ‘Automatically record data to the
management database’ make so that the updates of the data of the
estimate to the management are automatic and do not require any intervention of
the user. For that, you have three options:
·
Using
a button in the menu toolbar (the option displays a button 
which updates the management database when the
user clicks it.
·
When
calculating selling prices (the update is made each time the selling prices are
calculated)
·
When
recording the estimates (the update is made when the estimate is recorded)
If the box ‘Automatically
record data to the management database’ is not checked, the user will
have to call the declaration windows by clicking the button 
in order to update the management database.
The box ‘Open the
estimates through the management list’ lets you replace the standard
Windows’ open file function by the list of the estimates declared in the
management database. This function offering multiples criterions to sort and
find an estimate easily and does not require knowing the file name of it.
The button ‘Automatic
numbering’ displays a window in which you can set up the numbering
rules. This function is not accessible if the administrator of the management
database made so that the users cannot impose their own rules. The principle of
these rules is described in the chapter ‘Numbering
rules’.
Get settings form
another estimate 
“Tools” menu
This function is particularly useful to
configure an estimate according to another and particularly to pick the parameters
in a model. Most of the parameters can be loaded, including the overhead
sheets.
You must provide the source estimate name by clicking
in the “From the estimate:” list box and then select the data you wish to
import by checking the appropriate boxes.
You can thus create empty estimates and import
your working environment from a model. However, it is easier to declare your
model estimate using the “New estimates settings”
in the “Tools” menu. This way, the new
estimates created will inherit automatically their parameters from your model.
The most current parameters are checked for
this function when the window opens.
Compact current
estimate 
“Tools” menu
This function lets you optimize the current
estimate in order to reduce its size and to speed up its calculations.
Repair current
estimate 
“Tools” menu
This function lets you repair the current
estimate. Call it if Quick Devis® Enterprise Edtion reports that the estimate
is damaged. If the repairing process fails, close the estimate and try to
repair it calling the “Repair an estimate or a database” function in the “Tools” menu.
Compact an estimate
or a database 
“Tools” menu
This function lets you optimize an estimate or
a database in order to reduce its size and to increase the speed of access to
it. Quick Devis® Enterprise Edtion automatically creates a backup copy of the
old version. It will prompt you to delete this copy at the in end of process.
Delete an estimate
or a database 
“Tools” menu
This function replaces the standard functions
of the operating system to let you delete an estimate or a database directly
from Quick Devis® Enterprise Edition. You cannot remove an estimate or a
database which is in use.
Repair an estimate
or a database 
“Tools” menu
This function lets you repair an estimate or a
database which could not be opened for example. Quick Devis® Enterprise Edition
automatically creates a backup copy of the old version. It will prompt you to delete
this copy at the in end of process
If you repair an estimate, you will be prompted
to destroy the B.o.Q. sheet and the overhead sheet. Check the associated boxes
only if the repairing process fails. Quick Devis® Enterprise Edition will
automatically recreate the deleted sheets form their image in the file when
opening the estimate.
Compact an estimate 
“Tools” menu
The compression of the estimates is managed
automatically and the compression is made when recording the estimate. However,
if you need to manually compress a .DEV file to a .DVZ file without having to
open it, you can use this function and simply provide the name of the file
which must be compressed.
Expand an estimate 
“Tools” menu
The compression of the estimates is managed
automatically. An estimate having a .DVZ suffix is stored in a compressed
format whereas an estimate having a .DEV suffix is expanded. If you need to
read the contents of an estimate under Microsoft Access, you will have to
expand it. Then, use this function and provide the name of the file to be
expanded.
Performance and
safety 
“Tools” menu
To change the settings this function must be
called when no estimate is open. If an estimate is open, the function displays
the file name of the image of the estimate in the cache directory.
In order to accelerate the calculations and to
guarantee an optimal safety, the estimates are always stored on a local disk
drive while they are open. This disk drive must be as fast as possible. In the
“Disk unit” list box, you can choose the cache location and place it in the
root of the disc or in the user’s profile. Choose this last option if several
users with different profiles have to work on the same computer.
In order to allow restoration of previous data
of any estimate, Quick Devis® creates a safety stack whose size (expressed as a
number of estimates) can be specified. When the stack reaches the specified
value, the oldest estimate is deleted and replaced by most recent (First
In/First Out). The larger the stack, the better the safety. On the other hand,
the space occupied on the disc is more important.
If you do not know how to use these parameters,
let Quick Devis® Enterprise Edtion determine them according to your system
(default values). You can reset the automatic parameters by clicking the “Restore the default values” button.
The function also lets you specify the time
before reduction of the opened databases. Indeed, Quick Devis® Enterprise
Edition can automatically reduce the databases windows in order to improve the
visibility. When a database is open but is not used any more during a period
specified by the drop-down list, it is reduced to a simple bar. To use it, it
should first be restored by clicking on the buttons 
, 
, 
or 
according to the view you want to restore (the
first button restores the view used before the reduction). After the double of
the specified period, the base is completely disconnected what makes it
possible to other users to open it to carry out maintenance actions for
example. This status of disconnection is materialized by the button 
. The button indicates a reduced but connected status. A
click on one of the buttons restores the connection before displaying the data.
If you share your databases on a local area network,
it is advised to use this function in order to give access for maintenance in
the event of a user would forget to close a database. If, on the other hand,
your databases are not shared, you can specify ‘Never’
in the list.
Recover an estimate 
“Tools” menu
This function lets you recover and estimate
from its track; to recover an abnormally closed estimate or to recover the old
version of an estimate which would have, for example, been optimized. The
function has three lists:
·
Last
files used or repaired
·
Last
files before recovery
·
Last
recorded files
Each time you record an estimate, Quick Devis®
Enterprise Edition leaves a track in the “Last
recorded files” list. You can recover these tracks by reaching the
corresponding list and clicking the “Restore the file”
button.
The tracks of the last files used appear in the
leftmost list and thus allow you to recover a file even if you did not save it
intentionally because any file that crosses the cache directory leaves a track
in this list.
Lastly, if Quick Devis®
If you wish to empty the lists to free space on
your disc (by thus losing temporary safety), click the “Kill all files” button. You can also erase the files one by one by
selecting them and clicking the “Delete the file”
button.
The size, expressed in a number of files of
these lists is determined by the function ‘Performance
and safety’
Upgrade QD from the
Web 
“?” menu
Use this function to update Quick Devis® Enterprise
Edition with the latest available version. The function must be called when no
estimate is loaded because the update requires the closing of the program.
If you to are connected permanently to the
Internet, you do not have to call this function because Quick Devis® Enterprise
Edition automatically detects the presence of updates and proposes to upgrade
the program if an update is available. Click the information window which
appears at the bottom right of your screen.
You can choose to upgrade to official versions
or to beta versions by using the function ‘Upgrade
settings’ of the ‘Options’ menu. The
subscription to the beta versions enables you to access to more recent but less
validated evolutions.
The ‘tasks manager’
view is a condensed vision of the ‘B.o.Q’. Often, the ‘B.o.Q’ is the customer’s
view with all its comments and setting whereas the ‘Tasks manager’ is the cost
engineer’s view with only one line per task or chapter. These two views
interact between them; a modification in one is automatically reported in the
other one.
The
majority of the global functions are accessible from both views. However, the
functions relating to the formatting are present only in the ‘B.o.Q’ view.
Here is a
hardcopy of the ‘tasks manager’ view:
In this
view, the chapters and the taks use all the same font and the depth of the tree
structure is shown using different colors. Each task is condensed on one line
and the line is vis-à-vis at the item task in the tree structure locatet on the
left.
In the
estimate above, one distinguishes a tree structure containing 3 levels of
overlap corresponding to totals and sub-totals. Quick Devis® Enterprise Edition
supports up to 8 levels of overlap.
Below is a
view of the B.o.Q:
A B.o.Q.
generally consists of a sheet of spreadsheet associated with a tree structure
which carries the chapters, sub-chapters and the tasks (details).
To build a
B.o.Q. in the ‘Tasks manager’ tab or in the ‘B.o.Q’ tab you will have to use the functions of the
‘Organization’ menu.
Recommendation: After having built your B.o.Q., it
is advised to call the ‘Reindex’ function.
Reindex the
estimate 
‘Tools’ menu
This function ensures the integrity of the estimate
by ‘redrawing’ it form the tree structure of the estimate stored in the file.
Although Quick Devis® Enterprise Edition checks the integrity before each
printing function. It is advised to call the function after each important
change made in the tree structure (copy and paste of branches, bulk copies from
an estimate to another, destruction of branches...)
Here the
various functions of the ‘Organization’ menu
which let you build and to structure a B.o.Q:
New
task 
“Organization” menu (shift + F4)
This function lets you create a new task under
the task on which the cursor is. The task thus created is placed on the same overlapping
level as the task from which the function was called.
You cannot create more than 253 tasks in the
same branch.
New sub task 
“Organization” menu (shift + F5)
This function lets you create a new sub-task
which will be placed at the overlapping level immediately after the one where
the cursor is. The initial task becomes automatically a branch which handles
the new sub-task created.
If the task on which the cursor was at the time
of the call contained detailed rows, these rows are automatically transferred
in the new sub-task.
You cannot exceed 8 overlapping levels.
Remove task or
branch 
“Organization” menu (shift
+ F6)
This function lets you remove a task or a whole
branch. It applies to the task (or the branch) on which the cursor is. The
destruction is irreversible and all data connected to the task or the branch
are removed (even the contents of the “detailed view”)
Copy a task or a
branch 
“Organization” menu (shift + F11)
This function lets you copy to the internal clipboard,
the task or the branch on which the cursor is. All data relating to the
selected task or branch are copied to the clipboard, including the rows that
compose the detailed view.
The function also copies the part of
spreadsheet corresponding to the copied tasks, including their colours, sizes
and font names.
The internal clipboard is kept permanently in
the user’s profile; so that it remains available for the following sessions of
Quick Devis® Enterprise Edtion.
The function authorizes the copy of data within
the same estimate but also lets you pass data from one estimate to the other if
you open several estimates simultaneously.
Cut a task or a
branch 
“Organization” menu (shift + F10)
This function is strictly identical to the
function “Copy a task or a branch” except that it deletes the task or the
branch after the copy is made. This function cannot be cancelled.
Paste a task or a
branch 
“Organization” menu (shift + F12)
This function lets you paste the tasks or the
branches previously placed in the internal clipboard using the “Copy a task or
a branch” and “Cut a task or a branch” functions. All data relating to the task
or the branch stored in the clipboard are pasted in the estimate at the cursor
position, including the rows composing the detailed view, the colours, the
sizes and the font names.
You can paste the task or the branch below the
cursor position (same level) or as a child of the branch where the cursor is
(next level).
If the colours, sizes and font names were
different in the source estimate and in the target estimate, it is recommended
that you reindex after calling this function in order to restore the
homogeneity of the attributes across the estimate.
The function authorizes the pasting of data
within the same estimate but also lets you pass data from one estimate to the
other if you open several estimates simultaneously.
You can collapse or expand branches to
visualize their structure by clicking on the signs + and – located at the
intersection of the lines which handles the branches and the tasks. These
symbols are visible in the tree structure at the left of the estimate.
This function does not hide the lines in the
B.o.Q. The status Expanded / Collapsed of the branches is saved in the file when
saving the estimate.
Expand all branches “Organization” menu
Rather than expanding branches one by one, you
can call this function to expand all the branches in an estimate at once.
To enter data
in the B.o.Q. you can type exactly as you would do in a spreadsheet after
placing the cursor in the “Item”, “Description”, “Unit” and “Quantity” columns.
The sizes
of the cells are as follows:
|
Item |
15 characters |
|
Description |
255 characters |
|
Unit |
10 characters |
|
Quantity |
0 to 9’999’999’999.99 |
You can
edit the above cells by double clicking them or by pressing the F2 key.
If you have
to add comments in the B.o.Q. you can insert lines under the lines created by
Quick Devis® Enterprise Edtion. To do so, you can use the following functions:
Insert row 
“Edit” menu (ctrl + L or shift + F1)
This function inserts a line on top of the line
on which the cursor is if no preliminary selection is made. If several lines
are selected, the function inserts the number of lines appearing in the
selection on top of the first selected cell.
It is imperative that the first cell of the
selection is on a zone placed between two tasks or branches to allow insertion.
It is impossible to insert lines before a total or a branch.
Delete row “Edit” menu (ctrl + D or
shift + F2)
This function deletes the line on which the
cursor is if no preliminary selection was made. If several lines were selected,
the function deletes these lines.
The lines to be deleted must be between two
tasks or branches; you cannot delete a selection across tasks.
The
standard functions Cut / Copy / Paste are provided to manage data in the
columns “Description” and “Unit”.
Cut 
“Edit” menu (ctrl + X)
This function copies and deletes the selected
cells. The copy is placed in a clipboard which is operative during the current session.
The function cannot be cancelled in the B.o.Q.
Copy 
“Edit” menu (ctrl + C)
This function copies the selected cells. The
copy is placed in a clipboard which is operative during the current session.
Paste 
“Edit” menu (ctrl + V)
This function pastes the cells copied using the
“Cut” or “Copy” functions. You cannot paste if the target has a smaller size than
these of the source area. The height of the lines is automatically adjusted
according to their contents.
Erase 
“Edit” menu (
This function erases the contents of the selected
cells and readjusts the height of the lines automatically.
Note: You can enter data in the column
“Item” in any line, even if the line does not match a task row. You cannot do
so in the columns “Unit” and “Quantity”.
Typing data
in lines which do not match tasks in the column “Item” lets you produce
apparent chapters without having to put sub-totals on them.
Below is an
example employing this kind of chapter in which the B.3 chapter is virtual, it does
not correspond to a real chapter but simply consists of a line which was added
under the B.2 task.
Only the
chapters B, C and D in our example constitute true chapters generating sub
totals.
The column
“Description” of the B.o.Q. supports many formatting functions similar to those
usually found in spreadsheet programs.
This function lets you specify the font name of
the selected cells. You can choose from the drop-down list or type it directly.
This function is applicable to the “Description” column only.
This function lets you specify the font size of
the selected cells. You can choose from the drop-down list or type it directly.
This function is applicable to the “Description” column only
This function lets you define the font colour
of the selected cells. It is applicable to the “Description” column only.
You have to select a colour or to cancel to
continue working after a call to this function. To select a colour, click
simply on the desired colour, to cancel, press the right button of the mouse or
click on the basic colour located at the top of the list.
Bold / Italic /
Underlined 
(ctrl + G, ctrl + I, ctrl
+ U)
This function lets you change the face of the
selected cells. It is applicable to the “Description” column only.
This function lets you align left, center or
right the texts appearing in the selected cells. It is applicable to the
“Description” column only.
Fonts 
“Format” menu
This function lets you define the
characteristics of the fonts appearing in the selected cells. It is applicable
to the “Description” column only.
You can define with this function, the name, size
and colour of the font.
This button shows the “colour markers” menu
bar. 
To use the markers in the B.o.Q. click on the
colour of your choice, then click on the first point where you wish to place
the mark and, without releasing the left button of the mouse, drag the cursor
up to the second point and release the button.
To remove a colour mark, click on the white
marker with a red cross and simply click on the mark to be removed.
Quick
Devis® Enterprise Edtion has formatting functions which apply to the entire
B.o.Q. They let you adjust the height of the line spaces, assign specific fonts
to the tasks, totals and sub-totals or adjust the zoom factor.
Adjust spacing 
”Format” menu
This function lets you adjust the height of the
lines which are between the tasks.
The lines in the “Description” column adjust
automatically to allow the visualization of their entire text.
Tasks fonts “Format”
menu
This function lets you define the fonts for
various kinds of tasks appearing in an estimate:
·
Simple
tasks
·
Sub-totals
·
Grand
total
Note that the font colour of the simple tasks
is always black except for the column “Description” where you can set the
colour of each cell. The font of the other kinds of tasks can be coloured as
you wish.
Alignment of tasks “Format”
menu
This function lets you set the alignment of
sub-totals and grand total.
Define fonts 
“Format” menu
This function lets you define specific fonts
for every overlapping level in an estimate (chapter, sub-chapter, etc.)
To specify each font name, click successively
the frames from top to bottom, corresponding to levels 0 to 7 and select the
desired names, sizes, colours, faces and alignments using the tools at the
bottom of the window. Then press the “Apply” button to accept.
Applying fonts to a B.o.Q. does not assign
automatically these fonts when you create new tasks; if you create a task after
having applied fonts, it will always inherit the format of the task from which
it was created and not the format specified by the “Define fonts” function. It
could thus be necessary to call the function again after structuring the B.o.Q.
Column width 
“Format” menu
This function lets you adjust the width of the
selected columns. You can specify a value or use the standard value by checking
the appropriate box. You can change this standard value by clicking the “Change
default” button.
Zoom 
“Format” menu
This function lets you define the zoom factor
used to display the B.o.Q. The values can be from 50% to 150% of the standard
view.
If
requested, you can search for a text in the B.o.Q:
Search 
“Edit” menu
Use this function to search a text in the
entire bill of quantities sheet.
You can select the search order by initially
scanning the lines or initially the columns. You can also specify if the
searched cell must contain only the specified text. Lastly, you can specify if
the case of the characters must be respected.
Printing
functions, specific to the B.o.Q. are available:
Print 
“File” menu
This function lets you print the B.o.Q in
various frames:
The first option will print the print area
defined using the “Set print area” function in accordance with the page
attributes defined with the “Page setup” function.
The three other options let you print the
complete B.o.Q. with three different standard contents. The page attributes are
automatically adapted for these three editions so that the page is filled out
best.
The “Preview” button lets you visualize the
edition before printing it.
The “Page setup” button lets you change the
settings of the page; this button is active only for the first option.
Show gridlines 
“Window” menu
Use this function to display grid lines in the
bill of quantities.
Freeze / Unfreeze
panes “Window” menu
If you freeze the panes, the two first lines of
the B.o.Q. will scroll with the document. If you do not freeze them, those
lines will stay at the top of the document.
Summary data “Calculation” menu (F12)
This function lets you “weight” a task, a
branch or an entire estimate. The displayed breakdown always refers to the task
or the branch on which the cursor is when the function is called.
If you wish such a breakdown of the entire
estimate, place the cursor on its first line or on its grand total line.
You can print the displayed breakdown by
clicking the “Print” button or export it to Microsoft Excel by clicking the
“Send to Ms Excel” button.
Les onglets ‘Gestion des postes’ et ‘Bordereau offrent un nombre important de fonctions étendues qui permettent notamment de créer des liens ou d’effectuer des traitements spécifiques. Ces fonctions sont décrites ci-après :
Remove all options ‘Organization’ menu
This function lets you disable the option
toggle of all the tasks of an estimate so that all tasks are taken into account
in the basic solution. The options appear in the ‘B.o.Q’
at the bottom of the document whereas in the ‘Tasks
manager’, they appear in their initial position and are displayed in the
tree structure with the symbol 
.
Resetting all options will assign the quantity one
(1) to each branch or tasks which was an option and had a zero value (0) as a
quantity so that these tasks or chapters are again taken into account in the
total price.
Use the button 
to set again chapters or tasks as options.
Remove all forced
prices ‘Organization’ menu
This function lets you reset the forced status
of all tasks in the B.o.Q or in the details.
In the B.o.Q.
Forced prices are shown with a specific color.
Their forced status can be removed manually by placing the cursor on the cell
and by pressing the <
To force a price or a coefficient in the B.o.Q,
just place the cursor on the cell which contains the value and type the forced
value. You cannot force directly a selling price in the B.o.Q. In order to
force a selling price, force the value in the ‘Expenses’ column and force its
coefficient to null.
In the details
The forced prices are shown in the detailed
view in a specific column named ‘Forced price per unit’. This column can be
displayed or hidden using the function ‘Settings
columns in detailed view and nomenclatures’. When a price is forced in
the detail of a task, the corresponding amount appears in red in the
corresponding ‘Expenses’ column of the B.o.Q.
Link this task 
‘Organization’ menu
This function lets you establish a link between
the selected task and another task of the B.o.Q. so that the values of the one
involve the valorization of the other automatically.
To create a link, place the cursor on the line
to be linked and call the function. The shape of the cursor will change. Move
it on the task to which you wish to bind your task and click the left button of
the mouse.
The links are displayed as red wires which
appear only when the cursor is placed on a linked task for a timer greater than
one second.
Remove the link for
this task 
‘Organization’ menu
This function lets you remove the link of the
task on which the cursor is located in order to quote the task with values
different than those of its parent task.
The function copies automatically the contents
of the parent task to the targeted task. So you just have to type your changes
if the contents of the task are close to the one of its parent task. (Change of
a labour work time for example).
Automatically create
links between tasks ‘Organization’ menu
This function is intended to automatically
establish links between the tasks of a B.o.Q in order to reduce the number of
tasks to be evaluated. For that, it is based on the comparison of the
descriptions of the tasks.
Various analysis options are available in order
to optimize the creation of links in all types of schedules.
Comparison of the
cells
Comparison radio button lets you take into
account only the first cell of the tasks by being unaware of the possible
comments which follow it or to take into account all the cells, taking the
comments into account.
In the above sample, if you compare only the
first cell, the tasks 10.2 and 10.4 will be linked. Instead of that, if you
tale into account all the cells, they will not be linked because the text below
the line 10.2 will be taken into account in the comparison.
Take the unit into
account
If you take the unit into account, the tasks
having as similar description but different units will not be linked.
Take the chapter’s
label into account
If you check this box, Quick Devis® Enterprise Edition will require the matching of the chapters’ descriptions. Here is an example:
Here, the tasks A.1.1 / A.2.1 and A.1.2 / A.2.2
will not be linked if the box is checked because the chapters which carry the
tasks do not match. If the box is not checked, the tasks will be linked.
Take the previous
comment into account
In many B.o.Qs, one wishes to discriminate
lines which carry the same description without wishing creating heads of
chapter at the top of each set so as not to generate superfluous sub-totals.
Here an example:
In that kind of B.o.Q, we wish to link the
tasks 1.3.1 to 1.4.1 but not to link them to 1.3.4. But the descriptions
‘Vannes PVC’ and ‘Vannes acier’ are only comments not chapters.
By checking the box ‘Take
prevoius comment into account’, we get the desired links. The tasks are
then properly linked but, of course, the tasks 1.3.6 / 1.4.6 et 1.3.3 / 1.4.3
will be also linked one to one because, graphically, they belong both to
similar comments (One side the ‘vannes acier’ and on the other side, the
‘vannes PVC’).
To avoid manual linking for these 4 tasks, you
can mark them as belonging to a group (the 1.3.1, 1.3.2, 1.3.1, 1.3.5, 1.4.1,
1.4.2, 1.4.4 and 1.4.5) by preceding them by a symbol that Quick Devis®
Enterprise Edition would recognize. This can be a hyphen (-), a dot (.), a
space ( ), two spaces ( ) or three
spaces ( ) as shown in the example
below:
In this example, we used a dot as the first
character of the tasks belonging to a group.
If you specify, in the appropriate list, that a
dot should be used in the comparison, you will get the desired links. The tasks
1.3.3 / 1.3.6 / 1.4.3 and 1.4.6 will be linked to each others using the same
link even it they belong, graphically, to groups having different comments.
Take the case into
account
If this box is checked, the case of the letters
will be taken into account in the comparison. ‘Aaaa’ and ‘AAA’ will then not be
linked.
Set range
This button lets you define the range for
linking process. You can create link in a part of an estimate (a chapter) by
selecting the appropriate branch.
Remove all links 
‘Organization’ menu
This function lets you remove all the links in
an estimate so that you can quote each task.
Contrary to the manual removal of the links
using the function ‘Remove the link for this task’,
this global function does not copy the lines of the parents’ tasks into the
tasks which were linked to them.
Scenarios with
quantities 
‘Organization’ menu (Task manager
only)
Quick Devis® Enterprise Edition lets you study simultaneously
up to five quantitative scenarios within an estimate. This function is
particularly intended for the estimates in which quantities are communicated by
the customer but the payment of the services is carried out on a unit basis.
In such a case, it is judicious to make your
estimation with the quantities which you plan to implement rather than with the
quantities suggested by your customer. You will make a study with a scenario
which will contain your own quantities then you will lock the coefficients
resulting from this study (by changing the mode of environment). Then, you will
be able to replace the quantities of the customer in the B.o.Q in order to
build your bid in accordance with its request. This will not change the unit
prices since the coefficients will have been locked.
Then, the expected margin will be quite in
conformity with your scenario and not with that subjected by your customer.
This approach is particularly adapted with the
renewal of call-off contracts. You can easily obtain the quantities actually
used within the framework of your contract by calling the function ‘Sorting and nomenclatures on multiple estimates’ and
by selecting all the estimates made out within this contract during the
reference period of time. The quantities resulting from these nomenclatures
will constitute the basis of your own scenario.
Call the function from the tasks manager and
just check the box located on the top of the window to display the columns at
the right of the schedule:
The various buttons let you copy the quantities
of the estimate towards one of the scenarios or copy the quantities of a
scenario towards the quantities of the estimate. You can for example place the
quantities of your customer in the #1 scenario and yours in the #2 scenario.
The function ‘Transfer the #2 simulation to the
estimates quantities’ will let you study your scenario and the function
‘Transfer the #1 simulation to the estimate quantities’
will let you build the your offer after having blocked the coefficients
resulting from simulation #2.
Tasks sharing 
‘Organisation’ menu (Tasks manager
only)
This function allows team based estimating or
sharing of an estimate between several users. It is based on the assignment of
a user to each task of a B.o.Q. Its principle is of master / slave, i.e. one of
the files will be the master file and the slave files will be derived from it.
The consolidation will be always carried out in the master file and could be
carried out constantly, without waiting until the users (slave files) did
finish. This allows the making of financial points constantly along the estimating
process. The master file can also be used directly for the study.
To assign the users to the tasks, call the
function from the ‘Tasks manager’ and check the box at the top of the window.
Close the window and type the names of the various users in the appropriate
column. You can use the standard Copy / Paste functions or assign a user to a
whole branch while typing its name on the heading of a chapter.
Let us suppose in our example that Bob is the
Master, he will have to click on ‘Jack’, then ‘Create
a file for Jack’ and on ‘John’ then ‘Create a
file for John’. Bob will transmit the files generated to Jack and John.
These files have the name of the initial estimate followed by the name of the
user appearing between braces. The slave files are strictly identical to the
master file, exactly as if you had copied them using the ‘Record as’ function.
When Jack and John will open their respective
files, they will see in the tasks manager and at the bottom of the detailed
view, the authorized user’s name of each task.
If Paul enters data in a task which is not his,
that does not have any effect because, at the time of the fusion to the master
file, these data are ignored.
To consolidate the data in the master file, Bob
will just have to call the function again and to click on the buttons ‘Merge with the file of Jack’ and ‘Merge with the file of John’.
If the assignment of the tasks were to be
modified during the study or if the B.o.Q were to be restructured, it would
then be necessary to modify the three files in an identical way. The fastest
and most effective solution would consist of a consolidation in Bob’s file
followed by a new generation of Jack’s file and John’s file.
Note: It is important when using this function to
use the same kinds of materials and kinds of workforce in each file so as to
guarantee that the right headings of the overhead datasheet will be properly
filled. It is thus advised to establish these data in the master file before
generating the slaves’ files.
The detailed view lets you enter detail for each task
of a bill of quantities. This view is similar to a spreadsheet.
To reach the “detailed view”, you can click on the “Detailed view” tab at the bottom of the main window,
double click on a task in the B.o.Q. (yellow cells) or press the <F4> key. The last method
is the most convenient because the same key lets you enter the detail and
return to the task within the B.o.Q. (by pressing the F4 key again).
The detailed view displays as follows:
As in the B.o.Q. all the tasks appear in a tree
structure placed at the left of the tables representing the detail of each
task.
The presentation of the detailed view can be easily
modified in order to adapt it to your own needs. To change the presentation of
the detailed view, call the function “Setting of detailed view or
nomenclatures” described in the chapter Common
functions.
To scroll the detailed view, you can use the arrow
keys or use the right scroll bar which scrolls the rows inside a task. To
scroll within the entire estimate, directly click the task to be reached in the
tree structure located at the left side of the view or use the little arrows
below the right scroll bar. You can extend the detailed view by clearing the
box below these arrows.
To enter a new row in the detailed view, you can
manually type the field contents as you would do in a spreadsheet. To edit the
fields, double click on them or press the F2 key.
Other
functions let you insert or modify data within the detailed view. They are
described below.
To use
these functions, you have to know how to select rows in the detailed view: the
selections can be made with the mouse by keeping the left button pressed while
moving the mouse across the selection or, more efficiently, by pressing the
<SHIFT> key while the cursor is moved. To select a single line, press the
<SHIFT> key first and then, the <Right arrow > key or the <Left
arrow> key.
If you wish
to make an operation on all the rows of the detailed view, you can use the
function:
Select all “Edit” menu
This function selects all the rows of the
current task.
The
selection methods are similar to that used in spreadsheets. The main difference
is that most of the functions relate to whole rows and not to cells.
Cut row “Edit” menu (ctrl + X)
This function copies then removes whole lines
which should be selected first. The copy is placed in a temporary clipboard on the
disc and is available for all future sessions of Quick Devis® Enterprise
Edtion.
Copy row “Edit” menu (ctrl + C)
This function copies the selected rows. The
copy is placed in a temporary clipboard on the disc and is available for all
future sessions of Quick Devis® Enterprise Edtion.
Paste row “Edit” menu (ctrl + V)
This function inserts and pastes rows copied or
cut using the “Cut row” or “Copy row” functions.
Copy cell 
“Edit” menu (ctrl + M)
This function copies the contents of the cell
on which the cursor is. Only one cell must be selected. The copy is preserved
only during the current session.
Paste cell 
“Edit” menu (ctrl + Q)
This function pastes the contents of a cell
copied using the “Copy cell” function in the cell where the cursor is. The
column which receives the data must be compatible with that in which the data
was copied (text or value).
Insert line 
“Edit” menu (ctrl + down)
This function inserts as many rows as selected
before the call. It inserts one row below the row on which the cursor is if no
line is selected.
Insert before 
“Edit” menu (ctrl + L)
If no line is selected when calling this function,
a window will prompt you to enter the number of rows to be inserted. The number
of rows specified is then inserted before the cursor position. If rows are
selected when calling the function, a number of rows equivalent to the number
of selected rows is inserted before the cursor position.
Delete rows 
“Edit” menu (ctrl + D)
If no row is selected when calling the
function, a window will prompt you to enter the number of rows to be deleted.
The number of rows specified is then deleted starting with the row on which the
cursor is. If lines are selected when calling the function, these lines are
deleted.
Glossary “Edit” menu (F11)
The glossary is somewhat like a huge clipboard
with multiple memories which will be convenient if you have to copy / paste
data repetitively and frequently.
The operation of the glossary is described in
the chapter The glossary.
Replace by the
article whose reference is mentioned 
“Data” menu (Ctrl + W)
This function automatically inserts one or more
articles coming from a database after typing only the mnemonic code of the
database followed by the reference or the description of the article.
The code can be typed in the fields
“Description”, “Reference”, “Family”, “Manufacturer” or “User field”. The
mnemonic code which identifies the database must comprise three characters and
can be defined using the menu “Set up searching prefixes”. For further
information on defining prefixes, read the chapter Setting
prefixes in this manual.
To search for a reference, the syntax is as
follows (example):
MGE20200 (inserts the article from the Merlin
Gerin database having the reference “
If the reference does not exist in the
database, the database will open and show the nearest reference. If it does
exist, the article is inserted without opening the database.
MGE C60N 2x4A (inserts the article from the
Merlin Gerin database having the description “C60N 2x4A”)
If the description does not exist in the
database, the database will open and show the nearest description. If it does
exist, the article is inserted without opening the database.
The presence of a space between the mnemonic
code and the data will determine if the search should be done using the
reference or the description. If there is no space, a reference is searched, if
there is one, a description is searched. This selection does not depend on the
field in which the code was typed but only on the presence of the space.
You can type several codes on several
consecutive rows and replace them by articles in only one operation. To do so,
just select the lines codified before calling the function.
Copy down “Edit” menu
(ctrl + B)
This function lets you copy the contents of the
cell on which the cursor is the number of times specified to the cells which are
immediately below it. If you specify a number higher than the number of lines
remaining in the task, the copy will not be propagated beyond the last line of
the current task. All the editing columns can accept this function.
Copy first row of
task 
“Edit” menu (ctrl + Y)
This function lets you copy the first row of
the current task in the B.o.Q. to the row on which the cursor is. This is to
avoid recopying manually data appearing in the B.o.Q. when the detailed task
contains only one line.
The function also copies the quantity and the
unit appearing in the B.o.Q.
Display all rows
from B.o.Q. 
“Edit” menu
This function displays in the “detailed view”
all the text lines appearing in the B.o.Q. including those of the chapters. If
the button is released, only the lines referring to the tasks are shown.
The
“detailed view” also offers functions of data retrieval, in the estimates and
in the databases:
Find current row in
its original database 
“Edit” menu (Ctrl + F3)
This function, when called with the cursor
placed on an article which comes from a database, automatically opens the
database and points out the article in the database.
This will be particularly useful to quickly
replace an article by another to change its dimensions or its weight for
example.
Search “Edit” menu
This function lets you search a text in one of
the five key fields of the detailed view (“Description”, “Reference”, “Family”,
“Manufacturer” and “User Field”).
Search is always made starting from the cursor
position, from left to right then downwards. If no occurrence is found, it goes
automatically to the top of the estimate (or the task according to the
appropriate check box) and stops on the row where the cursor is.
You can specify if the required cell must
contain only the specified text and if the case of the characters must be
respected.
If the first search gave a result, you just
have to press the F3 key to find the next occurrence. So you do not have to
call the function again.
Some formatting
functions are available in the detailed view:
Bold / Italic /
Underlined (ctrl + G, ctrl + I, ctrl
+ U)
These functions let you change the current cell’s
typeface. You can select bold, italic or underline as required for the texts
appearing in the “Description” column. The other columns’ typeface cannot be
changed. These functions only relate to whole cells.
This button displays the colour markers bar.
To use the markers in the detailed view, select
the lines to be marked and click the desired colour. To remove a mark, proceed
in the same way and simply click on the white marker with a red cross.
Show gridlines “Window” menu
This function lets you display the grid lines
in the detailed view.
The last
operation ran in the detailed view can be cancelled, even if this operation
relates to the entire estimate.
Cancel 
“Edit” menu (ctrl + Z)
Use this function to cancel the last operation
ran in the detailed view. Any operation can be cancelled. If you leave the
detailed view to reach another view, the ability to cancel is removed.
Displaying a database is not considered as reaching another view; the insertion
of articles can thus be cancelled.
You can
append data to the databases directly from the detailed view using the
following functions:
Record article in
database “Data” menu (ctrl + E)
This function records the selected articles in
the specified database. To be recorded in an existing private database, the
articles must comprise at least one of the following key fields (“Description”,
“Reference”, “Family”, “Manufacturer” or “User field”). If you wish to record
an article in an “Internet” database, the field “Reference” must be specified
because this kind of database identifies its articles using the “Reference”
field only.
If an article already exists in the database,
you will be prompted to state if you wish to replace it by the selected
article.
In a private database, an article is regarded
as identical to another if and only if the five key fields (“Description”,
“Reference”, “Family”, “Manufacturer” or “User field”) match. The case of
characters is not considered; the uppercase letters are thus equivalent to the
lowercase ones.
In an Internet database, an article is regarded
as identical to another if its “Reference” matches. The other fields are
ignored in the comparison.
Note: It is not recommended that you record
articles in the Internet databases because, when they are updated, the added
articles will be removed. You can, on the other hand, add, for example; work
times or kinds of workforce to Internet databases. These data will be correctly
preserved when updating the database from the Web.
Update article in
database “Data” menu (ctrl + T)
This function lets you update an article in a
database with the data that are on the selected lines. The lines must come from
databases.
This function will be useful to enrich the
databases by adding additional data, e.g. workforce times or kinds of
workforce.
If you modify, in the detailed view, the field
“Reference” of an article which come from an Internet database, you will not be
able to update it again if the reference specified does not exist in the
original database because Internet databases only identifies their articles
according to the “Reference” field.
For the private databases (the ones you have
created), if you make changes in any key field (“Description”, “Reference”,
“Family”, “Manufacturer” or “User field”) in the detailed view, the article
will not be recognized when trying to update and an error will be generated. In
order to allow updates in a private database, the five key fields must be
identical.
The
actualization of the detailed rows from the databases is also possible using
the function:
Update rows “Data” menu
(ctrl + J)
This function lets you update the selected rows
in the “detailed view” starting from their original databases. If the databases
were updated, the data present in the detailed view will be immediately updated
when calling the function.
By default, the function updates the “price per
unit” and the “rebate” but you can also update the “time per unit” and the
“kind of workforce” by checking the appropriate boxes.
In order to update the selected rows, the
articles must be recognized by their databases. For this purpose, Quick Devis®
Enterprise Edtion uses the “Database source” field of the detailed view which
contains the path and the database file name of each article.
If an article comes from an Internet database,
Quick Devis® Enterprise Edtion seeks for the reference of the article in the
database; if it finds it, the row is updated. The other key fields
(“Description”, “Manufacturer”, “Family”, “User field”) are then ignored and
are replaced by these appearing in the database.
If the article comes from a private database,
the five key fields must be identical in the “detailed view” and in the
“database” for the articles to be recognized. These fields are: “Description”,
“Reference”, “Manufacturer”, “Family” and “User field”. The case of the
characters is ignored for the comparison.
If you have made changes to a field (the
“description” field in the database for example), you can specify that this
field should not be taken into account in the comparison by checking the appropriate
box. Another box then lets you specify if the field thus ignored in the
comparison must be reported on the selected rows.
Simply click on the “Update” button to start
actualizing the selected rows. The status of the check boxes is automatically
preserved for the next call until you leave Quick Devis® Enterprise Edtion.
You can
insert in the detailed view some data coming from external tools (CAD software,
etc.)
For this
purpose, you can call the function:
Insert a frame of
articles from Excel 
“Data” menu
This function lets you import data in Microsoft
Excel™ format or CSV format (delimited text files) directly in the detailed view.
You can, for example, import a frame containing only references and quantities
and transform these data into fully developed articles using the “Update rows”
function described above.
When calling the function, you’ll have to
select a Microsoft Excel™ file (.XLS) or a delimited text file (.CSV)
If an error message appears while opening a
Microsoft Excel™ file, it is probable that elements like macros or charts
appear in the file. These elements are not supported by the function. In such a
case, carry out a “copy/paste values” under Microsoft Excel™ in a new workbook
and try again.
Quick Devis® Enterprise Edtion supports three
different separators (vertical separator, semicolon or tabulation). It detects
automatically the separator used.
When the content of the file is displayed, you
must provide the columns’ names. Locate the cursor on the header of each column
to be defined (line 1) and click on the button “Change the column’s name” or
double click on the cell. Then, select then the name of the corresponding field
and click the ‘Ok’ button.
To remove a column’s name so that it is not
imported in the detailed view, locate the cursor on the header and simply press
the <
When the columns’ headers are set, select the
lines to be imported and click on the button “Import in current detailed view”.
Note: the positions of the columns are
preserved so that you do not have to redefine them before each new importation.
To speed up
insertion of articles from databases, without having to open the bases, you can
use the function:
Set up searching
prefixes 
“Data” menu
This function lets you associate prefixes
composed of 3 letters to your databases to allow insertion directly in the
detailed view without having to open the databases. Then, you will just have to
type the prefix followed by the reference or the prefix followed by a space and
the description to automatically insert the article in the detailed view. This
can be done using the function “Replace by the article whose reference is
mentioned” (“Data” menu).
To set up searching prefixes, read the chapter Setting prefixes in this manual.
You can use the nomenclatures view to reclassify the
estimate according to various criteria in order to prepare order lists or to
display the important amounts of material and workforce to compare them with
various ratios in order to “weigh” the estimate.
To reach the nomenclatures view, you can click on the
“Nomenclatures” tab located at the bottom of the main window, or use the
contextual menu by pressing the right mouse button.
The nomenclatures view displays as follows:
The displayed data can be printed or exported to
Microsoft Excel by clicking the appropriate buttons.
Quick
Devis® Enterprise Edtion does not allow changes in the nomenclatures
view. Consider using Quick
Devis® Enterprise Edition if you wish to make such changes.
Various functions, specific to the nomenclatures, are
available in the menu bar:
Click the drop-down
list in the menu bar from which you can select any of the following for your
sort criteria:
·
Manufacturer
·
Families
·
Reference
·
Description
·
User field
·
Kinds of workforce
These various keys
let you group articles which have identical fields and provide sub-totals on
them.
Display only
significant rows 
“Edit” menu
When this function
is set, only the rows having a quantity in the detailed view, a quantity in the
B.o.Q. and an amount of material or workforce are displayed. If not set, all
the rows are displayed in the nomenclatures, including the comment rows.
If the button is pressed
and you do not see, in the nomenclatures some significant rows, it is probably
because the task which “carries” the rows in the B.o.Q. has no quantity or
because the branch to which this task belongs has no quantity.
Find current row in
its original database “Data” menu (Ctrl + F3)
When you call this function with the cursor
located on an article which comes from a database, it automatically opens the
original database and points out the article.
Search “Edition” menu
This function lets you search for a text in all
the visible rows in the nomenclatures.
You can select the search order by initially
scanning the rows or initially the columns. You can also specify if the
searched cell must contain only the specified text. Lastly, you can specify if
the case of the characters must be respected.
If you wish to modify the appearance of the nomenclature
view, call the “Settings of detailed view or nomenclatures” function in the
“Options” menu. Its operation is described in the chapter Common functions.
The
overhead expenses workbook is intended to synthesize in documents defined by
the user, with the Microsoft Excel format™, the data which come from the
estimate. It lets you build sheets of sale which can determine automatically
the coefficients to apply according to the overhead expenses and the expected
margins. Quick Devis®
- 99 on workforce kinds (one on
each kind of workforce). The kinds of workforce can also express hours machines,
months of use, etc any data you wish to express as a temporal value in the
estimate rather than by an amount.
- 99 on kinds of materials (one
on each kind of material). Remind that subcontracting corresponds simply
to particular kinds of material.
The
expenses, as they result from the estimate are the sum of the different kinds
of material in the referenced currency added to the sum of the kinds of
workforce in the referenced currency.
To display
data in conformity with the estimate, the overhead expenses workbook may need
to be refreshed. In such a case, the words ‘Requesed
calc’ blink in top left of the sheet. Just click on these words or
launch a refresh in order to get data which match your estimate.
The
overhead sheet proposes different tabs which are automatically filled from the
estimate. You can choose to display them or not. However, two of these tabs
cannot be hidden because they both constitute the global amount of the
estimate; these tabs are the kinds of workforce and the kinds of materials.
To set the tabs which you want to display, call the
function ‘Environment settings’ of the ‘Options’ menu `Options'.
In order to optimize the computing times, only the visible tabs are refreshed.
To display a tab, just notch the appropriate box. At
the right of the windows are 18 free sheets which can be used for any purpose.
To rename a tab, click on its name and make you changes in the text area ‘Tab name’ at the bottom of the windows, then click on
the button ‘Set new name’.
Certain tabs cannot be named. They are ‘Workforce’,
‘Materials’, ‘Manufacturers’, ‘Families’, ‘Currencies’ and ‘User defined
fields’.
The two first tabs, named ‘Overhead costs’ and
‘Calcul1’ in our example are free sheets which you can use to enter your sheets
of sale for example. The tab named ‘Calcul1’ contains obligatorily an area
appearing in its seven first lines which let you visualize the expenses and
indicate the targeted selling price. For this reason, it is more judicious to
use the first tab to store your sheet of sale. The ‘Calcul1’ tab can be hidden
when you finish the setting of it.
The tab names ‘Internal code’ in our example is in
fact the tab ‘User fields’ which was renamed. You can use it to enter your own
articles coding for example. This tab, like the tab ‘Families’ also centralizes
the times per kind of workforce so you get the information ‘Kind of workforce
by internal code’.
The tab ‘User fields’ displays the total of the various
free fields which you set up in the detailed view.
The tab ‘Free worksheet’ can receive any data like
sheets of sale, summaries or charts. They can also receive lists of
classification which will be available in the detailed view. Read the chapter User defined drop down lists to get further
information about those lists.
The check box ‘Display
selling prices in sheets’ displays selling prices columns in most of the
tabs filled by Quick Devis® Enterprise Edition. It should be noted that these
data are available only after a recalculation of the selling prices. Checking
this box generates computing times appreciably longer.
The check box ‘Sort in
alphabetical order’ lets you sort the fields ‘Manufacturer’, ‘Families’
and ‘User fields’ alphabetically rather than by their order of appearance in
the estimate. Checking this box generates computing times slightly longer.
The check box ‘Display data
for optional tasks’ displays, in the tabs filled by Quick Devis®
Enterprise Edition, columns mentioning the amounts and times of the sum of the
tasks being in option. These data appear with the right-hand side of the tabs,
in grey coloured areas. Checking this box generates computing times appreciably
longer.
The check boxes ‘Display 2
decimals for amounts’ and ‘Display 2 decimals
for times’ lets you adjust the displayed precision to 2 decimals or zero
decimal. The calculated data are always computed with the maximum precision.
These boxes do not affect the computing times.
The check box ‘Display MT and
HR in the lists’ can be used when you use a customized drop-down list in
the detailed view which data are centralized in a free worksheet (see the
chapter User defined drop down lists).
The check box associates to each list item, a breakdown by kind of workforce
and by kind of material. You can for example place in a free list the different
phases of a planning to automatically recover the amounts of material and the
times you should engage for each phase. Additionally, you could append a Gantt
chart bound to these data. Checking this box generates computing times
appreciably longer.
The
‘Workforce’ tab lets you define the labour resources which could be exploited
in the detailed view. You can set up to 99 resources of this type which you can
express in the unit of your choice at the rate of your choice. What we call
‘Workforce’ here could also correspond to hours of machine or any other data
which you wish to enter by the expression of a time.
If you
express your resources in a unit different from the hour, the minute or the
second, you will have to specify how many hours correspond to your unit bus
Quick Devis® Enterprise Edition carries out all its calculations on the basis
of an hour.
If you do
not specify the currency in which the resource must be expressed, Quick Devis® Enterprise
Edition will retain the referenced currency automatically.
Advice: When you deploy Quick Devis®
Enterprise Edition, you should set kinds of workforce and kinds of materials
which will not change or move in the future. You can, if the need arise leave
some blank kinds for specific needs but avoid changing the assignments because
it would be difficult to carry out coherent copy / paste operations between an
old and a new estimate.
To enter
data this tab, you cannot carry out copy / paste operations because you work
directly on the database of the estimate. If you want to copy the contents of a
cell into another, edit the cell content by pressing the <F2> key, copy
its contents and edit the target cell to paste the contents to it.
The buttons
window appearing in bottom, on the right of the screen lets you select the
lines and columns to display in order to see on the screen only the significant
rows and columns.
The
‘Material’ lets you define the material supplies which could be exploited in
the ‘Detailed view’. You can set to 99 resources of this type. What we call
‘Material’ could also correspond to subcontracting or any value which you wish
to express in the shape of an amount.
Before
choosing your kinds of materials, you must know that a kind of material can
support a specific coefficient. For example, it is useless to create a named
kind of material named ‘Copper cables’ and another one name ‘Aluminium cables’
if you never have different coefficients of sale on these two types. In such a
case, you will create a kind of material ‘Cables’ and you will discriminate
copper and aluminium by a family or a user field.
Advice: When you deploy Quick Devis®
Enterprise Edition, you should set kinds of workforce and kinds of materials
which will not change or move in the future. You can, if the need arise leave
some blank kinds for specific needs but avoid changing the assignments because
it would be difficult to carry out coherent copy / paste operations between an
old and a new estimate.
To enter
data this tab, you cannot carry out copy / paste operations because you work
directly on the database of the estimate. If you want to copy the contents of a
cell into another, edit the cell content by pressing the <F2> key, copy
its contents and edit the target cell to paste the contents to it.
The
‘Material’ tab can reveal light values in its column ‘Expected negotiation’,
even if no coefficient were entered the detailed view. This is due to the
B.o.Q. rounded selling prices which can generate light differences between the
calculated amounts and the really displayed amounts.
If you
enter directly a negotiation coefficient in the appropriate column of the
‘Material’ tab, Quick Devis® Enterprise Edition will automatically defer on the
estimate the coefficient thus typed and will affect all the lines of the kind
of material considered. It will then overwrite the possible negotiation
coefficients present on these lines.
The buttons
window appearing in bottom, on the right of the screen lets you select the
lines and columns to display in order to see on the screen only the significant
rows and columns.
The ‘Manufacturers’ tab
The
‘Manufacturer’ tab reclassifies the whole of the articles according to the
field ‘Manufacturer’ used in the detailed view and provides for each
manufacturer a total amount. The rebate values and negotiation values are also
displayed for each manufacturer.
The number
of manufacturers in an estimate is not limited but Quick Devis® Enterprise Edition
centralizes in the ‘Manufacturer’ tab only the first 250 manufacturers
appearing in the estimate. The other possible manufacturers will appear at the
bottom of the document on the line ‘Manufacturers not qualified’.
The
‘Manufacturers’ tab can reveal light values in its column ‘Expected
negotiation’, even if no coefficient were entered the detailed view. This is
due to the B.o.Q. rounded selling prices which can generate light differences
between the calculated amounts and the really displayed amounts.
If you
enter directly a negotiation coefficient in the appropriate column of the
‘Manufacturers’ tab, Quick Devis® Enterprise Edition will automatically defer
on the estimate the coefficient thus typed and will affect all the lines of the
manufacturers considered. It will then overwrite the possible negotiation
coefficients present on these lines.
The ‘Families’ tab
The
‘Families’ tab reclassifies the whole of the articles according to the field
‘Families’ used in the detailed view and provides for each family an amount for
the estimate. The cost of workforce and the workforce times per family are also
available.
You can use
this tab to categorize your supplies or your workforce resources since you do
not need to apply a specific coefficient of sale per family. The number of
families in an estimate is not limited but Quick Devis® Enterprise Edition
centralizes in the ‘Families’ tab only the first 250 families appearing in the estimate.
The other possible families will appear at the bottom of the document on the
line ‘Families not qualified’.
The ‘User fields’ tab
The ‘User
fields’ tab reclassifies the whole of the articles according to the field ‘User
field’ used in the detailed view and provides for each user field an amount for
the estimate. The cost of workforce and the workforce times per user field are
also available.
This tab
can be named to handle a coding specific to your company for example. The
corresponding field can also be named in the detailed view and in the
nomenclatures.
You can use
this tab to categorize your supplies or your workforce resources since you do
not need to apply a specific coefficient of sale per user field. The number of
user fields in an estimate is not limited but Quick Devis® Enterprise Edition
centralizes in the ‘User fields’ tab only the first 250 user fields appearing
in the estimate. The other possible use fields will appear at the bottom of the
document on the line ‘User fields not qualified’.
Quick
Devis® Enterprise Edition lets you define up to 99 currencies by indicating
their parity with the currency chosen as the currency of reference. If you
display the ‘Currency’ column in the detailed view, you will be able to specify
on each line the currency used. For lack of specification, the currency of
reference will be taken into account.
To enter a
new currency, type its 3 letters code and, at the choice, its rate expressed in
the currency of reference or the rate of the currency of reference expressed in
the new currency.
If you wish
to give your estimate in a currency different from the currency of reference,
change the currency of reference by selecting the new one in the list being in
top left of the ‘Currency’ tab, at the right side of the word ‘Reference’.
To enter
data this tab, you cannot carry out copy / paste operations because you work directly
on the database of the estimate. If you want to copy the contents of a cell
into another, edit the cell content by pressing the <F2> key, copy its
contents and edit the target cell to paste the contents to it.
Important : When you change the currency
of reference of an estimate, ensure that all the lines which handle material in
the estimate comprise a currency without what Quick Devis® Enterprise Edition
will assign to the lines without currency, the new currency of reference thus
causing a difference in price between the initial estimate and the estimate
expressed in the new currency.
The buttons
windows appearing in bottom, on the right of the screen lets you select the
lines and columns to display in order to see on the screen only the significant
rows and columns.
The ‘Owner fields’ tab
The ‘Owner
fields’ tab centralizes the totals of each free field used in the detailed
view. It centralizes all the fields, even those which do not contain relevant
data to add such as for example, the unit weights.
The values
appearing in this tab result from arithmetic sums of the values present in the
various fields. They correspond to the sums of values for the complete
estimate.
The free tabs
The free
tabs can be employed as traditional sheets but also let you centralize data
according to lists.
By default,
the typing areas of the free tabs are locked. Use the button 
to unlock these areas in order to enter data
there.
Read the chapter User
defined drop down lists to get further information about drop down
lists in the detailed view.
The sheet ‘Calcul1’
This sheet
which constitutes the second tab of the environment workbook has an important
function because it must receive the selling price expected. At the time of the
design of sheets of sale, place the selling price in the C7 cell of this sheet,
using a formula which refers to a calculated cell.
The C7 cell
is accessible only in mode ‘Overhead sheet only’
and ‘Overhead sheet + coefficients’. In mode ‘Coefficients only’ or ‘Calculated
coefficients’, it automatically adds up the amounts in selling price of
the tabs ‘Workforce’ and ‘Material’. In this case, the C7 cell is white and its
access is prohibited.
The H7 cell
adds up automatically the tabs ‘Workforce’ and
‘Material’ expressed in terms of expenses, as
they result from the estimate.
The C10
cell contains the coefficient between the expenses and the selling price and
the H10 cell contains this same value expressed as a percentage of the selling
price.
The C8 cell
contains a text if several different currencies are used in the estimate. It
does not contain anything in the contrary case.
The G9 cell
can be used to test the mode of environment in progress and to thus modify the
behavior of the sheet of sale. Value 1 (one) indicates that the estimate is
evaluated in mode ‘Overhead sheet only’, value
2 (two) in mode ‘Overhead sheet + coefficients’
and value 3 (three) in mode ‘Coefficients only’
or ‘Calculated coefficients’.
For this
last value, it is common to calculate the margin according to the selling price
given by the tabs ‘Workforce’ and ‘Material’ whereas for values 1 and 2, the user enters
generally the expected margin.
The lines
appearing after line 11 of the sheet can be used freely for your calculations. Only
the 11 first lines are inaccessible.
Designing a sheet of sale
The sheet
of sale is the most important element of an estimate, it should be designed to
centralize the data resulting from the estimate in a way which is appropriate to
the user and it will let him calculate the overhead costs and the coefficients
according to criteria like the general expenses, the distance to the building
site, the custom taxes, the transport charges, etc. It finally will let the
user appreciate the risk taken and thus decide margin.
The sheet
of sale reads its data from the various tabs above described by simply creating
links using Excel type™ formulation.
As any free
sheet of the workbook, the sheets of sale use the Microsoft Excel™ format which
means that you can transpose any type of calculation, whatever complex.
The sheet
of sale will preferably take place in the first tab which is envisaged for this
purpose. It can also be placed in any free sheet among the 18 available ones.
The
design of a sheet of sale passes by the query of data in the tabs refreshed
automatically by Quick Devis® Enterprise Edition so that any modification of
the expenses at the detail level will automatically generate a new evaluation
of the selling price.
This
principle should be adopted to build standard sheets able to adapt with little
or even no modification to all the types of project.
It
is advised, to save time, to design sheets comprising a minimum of data to
enter and thus, expressing a maximum of cells by formulas or references to the
automatically refreshed tabs. So, you will avoid having to rethink your
calculations with each new estimate.
We will not develop here the
operation of a spreadsheet. You can refer to the Microsoft Excel™ documentation
to approach the realization of sheets of sales under Quick Devis® Enterprise
Edition.
The only imposition which is made
to you is to place the expected selling price in the C7 cell of the sheet ‘Calcul1’. Tou can do that by
placing for example the formula = Overhead Sheet!C24 if your calculated
selling price appears in the C24 cell of a tab named ‘Overhead sheet’.
You could, in extreme cases, to be
unaware of all the data refreshed in the various tabs and to force the selling price
by directly typing its value in the C7 cell of the sheet ‘Calcul1’.
To carry out truly universal sheets of sale
which let appear on the screen only the developed items o the ‘Workforce’ and ‘Material’
tabs, it can be necessary to automatically hide lines using formulas. Ideally,
your sheet of sale will show all the kinds of workforce and all the kinds of
material and will automatically hide the kinds not used in the estimate.
For that, you must enter the text {SCANROWS}
in one of the masked columns of the #1 line of your sheet of sale. Quick Devis®
Enterprise Edition will consequently, each time you refresh the sheet, scan the
column thus marked. For all the lines of this column where the text {HIDEROW}
will appear, Quick Devis® Enterprise Edition will hide the corresponding line
automatically. By opposition, for all the lines of the column where the text {SHOWROW}
will appear, it will show the corresponding line automatically (with its
default height).
If you want to mask automatically the lines
which comprise the kinds of material reported in the sheet of sale for example,
just place a formula such as:
IF(C40=0,’’{HIDEROW}’’,’’ {SHOWROW}’')
If the line 40 (which contains then the data of
the ‘Material’ tab for example) contains a zero
value, it will be hidden automatically. In the contrary case, it will be
displayed automatically.
Note : if you place more than once the text {SCANROWS}
on the #1 line, only the first column with this text will be taken into
account.
The operation is the same if you wish to hide
columns instead of rows. In this case, you will place the text {SCANCOLUMNS}
on a line of sequence number lower than
Advice: At the time of the design of a
sheet of sale, you can sum in a masked column the whole of the lines resulting
from the ‘Workforce’ and ‘Material’ tabs. Then ensure using a formula that the
sum of these lines is quite equal to the amount present in the H7 cell of the ‘Calcul1’ tab. You can post an error message in red in
the event of discordance between these two amounts. If that happens, that means
your sheet of sale is badly designed or that you did not envisage the case
where a user adds a kind of workforce or a kind of material.
Choosing
the environment mode
The mode of environment lets you
define the manner that Quick Devis® Enterprise Edition will use to break down
the coefficients on the various tasks of the B.o.Q. This choice makes sense
only if you give a broken B.o.Q to your customer (comprising at least two
tasks).
Quick Devis® Enterprise Edition
offers four different modes of calculation of the environment:
- Overhead sheet only
- Overhead sheet + coefficients
- Coefficients only
- Calculated coefficients
A drop-down list located in the menu
bar of menu lets you select the mode.
Overhead sheet only
The default breakdown mode is 'Overhead sheet alone'. In this mode, your
sheet of sale defines the selling price starting from the data of your choice
(those of the other tabs). The resulting price will be placed in the C7 cell of
the ‘Calcul1’ sheet and will be used
to determine the single coefficient of environment.
This coefficient is calculated in a
simple way by dividing the selling price calculated by the expenses resulting
from the estimate (located in the H7 cell of the ‘Calcul1’ sheet or expressed by Material!C106+Workforce!C106
formula.
It appears in the C10 cell of the ‘Calcul1’ sheet.
The coefficient, in this mode is
simply applied to the costs of each task in the B.o.Q so that the price
appearing at the bottom of the B.o.Q reflects this amount (it may slightly
differ because of the round-offs).
In this mode, the ventilation of
the environment is linear. Your workforce resources receive the same
coefficient as your materials. In the case of contractual markets, this mode
can be acceptable because the potential low environment of certain tasks is
exactly compensated by the high environment of other tasks.
Overhead sheet and coefficients
You can, on the other hand, for
certain projects need a more advanced repartition of your coefficients while wishing
to preserve the complex calculation of your selling price. It is particularly
interesting for call-off contracts, maintenance markets, or markets in which
the payment terms are important.
Indeed, for these kinds of markets,
you may not know in advance the exact quantities of each item of the B.o.Q and
you may find it beneficial to make so that your selling prices match, as
precisely as possible, the real costs of each task.
To approach this type of
environment, which is quite most complex, Quick Devis® Enterprise Edition
proposes the ‘Overhead
sheet + coefficients’ mode. Use this mode, you can balance the repartition of the
environment for each kid of material and each kind of workforce.
When you pass to ‘Overhead sheet +
coefficients’
mode the only apparent difference is the new columns ‘Repartition of overhead
expenses’ and ‘Coeff SP/Gross cost’ which now appear in the 'Material' and 'Workforce' tabs. By default, the
values of the columns ‘Repartition of overhead expenses’ are set to 100 so that
the environment is broken down linearly. The ‘Coeff SP/Gross cost’ resulting is
then the same one as that which had been given in the ‘Overhead sheet only’ mode.
If you wish to under coefficient a
task of materials or workforce, you can type the value 50 for example in the
column ‘Repartition of overhead expenses’ on the line of the resource so as to
assign only 50% of the environment which would have being assigned on this
resource. Quick Devis® Enterprise Edition then recomputes in real time the coefficients
‘Coeff SP/Gross cost’ which increase on all the other tasks and drop on the
task considered. The selling price calculated in your sheet of sale is then
kept.
Likewise, you can upper coefficient
a particular resource by typing the value 200 for example in the suitable cell
or not coefficient at all a resource by placing a zero value there (the amount
corresponding to the B.o.Q will then be identical to the costs typed in the
detailed view).
You understood that the percentage
‘Repartition of overhead expenses’ is not a coefficient but simply a value
which let you balance each kind of material or workforce onto the non forced
resources. Thus, placing the value 50 or the value 200 on all the lines has
exactly the same effect; A linear repartition of the environment.
This ‘balanced’ approach of the
environment lets you build 'portables' datasheets which you can load from an
estimate into another one. Indeed, only the ‘repartition’ is transposed when
you import such a sheet of another estimate, the prices adapt then
automatically to the new estimate.
You can also directly force a
coefficient on a particular line. Quick Devis® Enterprise Edition will
recompute in real time the amounts for the other lines so as to keep the
selling price calculated.
You also can, to still refine your
calculations make so that these coefficients depend on a formula which refers
to a specific calculation rather than typing them. Let us imagine for example
that we wish to break down the environment of engineering on the ‘engineering’
tasks. Rather than forcing a coefficient, we could isolate in a cell the total
engineering expenses, isolate in another cell the environment amount we wish to
repartee on this resource and calculate the ratio between these two cells in a
third cell. This last cell being taken as a reference in the column ‘Coeff
SP/Gross cost’ vis-à-vis to the resources considered.
Coefficients only
The two modes of environment above
developed comprise a sheet of sale which is 'Master’. Meaning that, whatever
the repartition mode of the various coefficients, this sheet fixes the selling
price of the project.
If these modes of environment offer
a great flexibility at the time of the selling price determination, they may
induce nevertheless a ‘problem’ which can subsequently surprise the customer in
the event of modification of some quantities on the B.o.Q. Indeed, in these
modes, the simple fact of modifying a quantity in the B.o.Q or modifying the
costs of any task can generate a change of the selling prices of all the
tasks because the environment is broken down according to the calculation of
your sheet of sale. If your sheet of sale contains fixed overheads costs, this
will cause the change of all selling prices.
To avoid presenting a B.o.Q with
all of the prices modified when your customer asks you to make changes in only
one of them, Quick Devis® Enterprise Edition proposes a third mode of
environment: the mode ‘Coefficients only’.
In this mode, the sheet of sale
does not define any more your selling price selling which is then defined only
by the array of coefficients. When you pass from the mode 'Overhead sheet only’' to the mode 'Coefficients only', the coefficients
columns of the ‘Material’ and ‘Workforce’ tabs receive automatically the
average coefficient appearing in the C10 cell of the ‘Calcul1” sheet. The selling price is thus
unchanged although it is defined only by these tabs.
In the same way, when you pass from
the mode 'Overhead
sheet + coefficients' to the 'Coefficients alone' mode, the coefficients columns of the ‘Material’ and ‘Workforce’ tabs
receive the coefficients resulting from the columns ‘Coeff SP/Gross cost’. The
selling price is thus unchanged also.
In the mode 'Coefficients only', it is not any more
the repartition of the environment that you can modify but directly the
coefficients which link the expenses to the selling prices. The corresponding
selling prices appear then, in real time on the modified lines.
In this mode, your sheet of sale
always informs you about the price to which you would have to sell the project
to preserve the expected margin. It is thus easy to modify the calculation of
margin so that it displays the resulting margin by taking into account the cost
price calculated by the sheet of sale and the real selling price appearing in
the C7 cell of the ‘Calcul1’ sheet.
Note : In the mode 'Coefficients only', each time you modify a coefficient, the selling price of your
complete project is modified because the C7 cell of the ‘Calcul1’ sheet (That
which contains the selling price) contains then the formula 'Material!C106+Workforce!C108’ which corresponds to
the sum of the selling prices defined by the ‘Material’ and ‘Workforce’ tabs.
Calculations in mode 'Coefficients only' are fast if the
coefficients placed in the columns of ‘Material’ and ‘Workforce’ tabs do not contain formulas but
values (general case). Indeed, if these values are typed by the user, Quick
Devis® Enterprise Edition does not need to recompute the workbook with each
selling price recalculation because the values of the coefficients are known
and cannot be changed by the calculation. Under these conditions, Quick Devis®
Enterprise Edition displays only one button 
instead of the two usual ones 
. The selling prices are
evaluated at the same time as the expenses.
Calculated coefficients
If you enter formulas in the
columns ‘Coeff SP/Gross cost’ of the ‘Material’ and ‘Workforce’ tabs whereas
the environment mode is set to ‘Coefficients only', Quick Devis® Enterprise Edition
automatically passes to the ‘Calculated coefficients' mode. In this mode, there is no
automatic calculation to reach a selling price fixed by your sheet of sale,
thus you have to use formulas to calculate all the coefficients. You should
place appropriate formulas in all cells of the columns ‘Coeff SP/Gross cost’ in
booth sheets.
Conclusion
In short, it is advised to build
your estimates in the mode 'Overhead sheet only' or 'Calculated coefficients‘ because they are
fastest, to build your first offer in the mode 'Overhead sheet + coefficients' if necessary and to
adjust your offers if the need arise in the mode 'Coefficients only'.
Nevertheless, if you took the
practice to work only with coefficients, you can use the mode 'Coefficients only' for the first offer
but you will deprive yourself of the powerful computational tool of environment
which constitute the free worksheets, unless you do not use the mode ‘Calculated coefficients' which offers the
advantages of booth modes but is more delicate to program because it imposes
the determination of all the coefficients by calculation.
Calculate workforce rates
If you wish to calculate the costs
of your labour rates rather than to enter them manually, you can place formulas
in the column ‘Cost of unit rate’ of the ‘Workforce’ sheet. These formulas will
refer to free sheets in which you will have set up your calculations.
When you use this type of rate
determination, it is imperative to make sure that no data from the estimate
comes to modify these rates (a number of hours, etc.) without what you would get
circular references which it would be impossible to solve and the selling
prices of your estimate would change with each recalculation.
Building you sheets of sale using Microsoft Excel™
If you already have sheets of sale
built under Microsoft Excel™, it is quite easy to import them under Quick
Devis® Enterprise Edition.
With this intention, start by
exporting a virgin workbook from Quick Devis® Enterprise Edition to Microsoft
Excel™ using the function ‘Export Ms Excel' of the ‘File’ menu. Modify this sheet under
Excel™ by pasting the data of your original document and reimport the workbook
under Quick Devis® Enterpise Edition using the function 'Import from Ms Excel' of the ‘File’ menu.
Note: This function does not
support graphics. If you wish to use graphics in your sheets, use the copy
function of Excel™ and the paste function of Quick Devis® Enterprise Edition.
Take care in all the cases to alter the formulas located in the various tabs of
the workbook exported by Quick Devis® Enterprise Edition.
Modify under Excel™ only the
authorized tabs and do not alter the cells being in the lines lower than 12 of
the ‘Calcul1’ sheet.
So that Quick Devis® Enterprise
Edition can read your modified Excel™ workbook, it is necessary that this last
does not comprise any link to an external workbook. If any, you can break the
links using the appropriate function of Excel™ or better, run ‘copy / paste
values only’ operation in your Excel™ sheets rather than a traditional to copy
/ paste operation.
Advice: it is not recommended to use
merged cells under Quick Devis® Enterprise Edition, particularly if they
contain computed values because the calculation algorithms could not find the
expected values when they scan a column or a line. Thus, always prefer the function
‘Center
across cells’
to the function ‘Merge cells’.
Setting up iterations
Quick
Devis® Enterprise Edition supports the iterations in its free sheets. Avoid
however the using of several levels of iteration. It is often easy to avoid
them by computing the funding within a cell rather than reading the resulting
value in another cell which depends on the first cell.
If however
you cannot avoid the usage of iteration, you should know that they can slow
down your calculations appreciably if several levels are used. Thus, take care
to limit them by specifying their maximum number and the level of accuracy
which stop them. These parameters can be defined through menu ‘Calculations, iterations’ 
of the ‘Calculations’
menu.
Prohibit
any iteration which could interact with the detailed view because they could
not be solved. For example, avoid determining a labour rate from the number of
hours in your estimate. Use a fixed labour rate and vary its coefficient
according to a calculation if you have such a mechanism to implement.
Quick
Devis® Enterprise Edtion can display the estimate in “Arrange” mode which lets you
easily move tasks within an estimate in order to add chapters or to change the
general organization of a bill of quantities.
To reach
the “Arrange” mode, click on the appropriate tab at the bottom of the main
window or use the contextual menu clicking the right mouse button.
With this mode, you can move entire tasks (with their
contents) or even chapters by keeping pressed the left mouse button while you
move items across the tree view. To terminate the move, just release the
button.
When you release the button after having placed the
cursor on the host task, Quick Devis® Enterprise Edtion will prompt you to
specify if the task or the branch to be moved must come immediately under the
selected task (same level) or if the moved data constitute a child task (or
branch) of the selected task (next level). In the last case, the contents
(detailed view) of the host task will be definitely deleted because the task
will become a branch. A branch cannot contain detailed rows.
If you make a mistake while reorganizing, just do not
validate your changes. You will be prompted to do so you when you will leave
the “Arrange” view going to another view. If you answer “Yes” to the validation
request, Quick Devis®
Enterprise Edtion will automatically reorganize the estimate according
to your new classification.
Various options let you determine the behaviour of Quick Devis® Enterprise Edtion or the
behaviour of a particular estimate. The “Calculations”, “Display settings”,
“Rounding” and “Tree view” tabs apply to the estimate from which the options
were called. Changes made in the “Settings” tab are stored in the user’s
profile. So, they stay operative for any future sessions of Quick Devis® Enterprise Edtion.
Calculations “Options”
menu
This tab lets you
specify if the “Value Added Taxes” and the “All Taxes Included” amounts must
appear at the bottom of the B.o.Q. so check the appropriate box. The applicable
V.A.T. rate must also be provided.
These options apply
only to the estimate from which they were called. If you want them to be
applied to all of your new estimates, set them in a model estimate.
Display Settings “Options”
menu
This tab lets you
define the colours used in the B.o.Q. view. You can set the colour of the cells
which match tasks (those which handle detailed rows in the detailed view) and
the background colour of the B.o.Q. header.
You can restore the
default colours by clicking the appropriate button. Then, your system’s colours
will apply.
These options apply only
to the estimate they were called from. With the report generator, you can
define other headings with other colours.
If you want the
“Display settings” to be applied to all your new estimates, set them in a model
estimate.
Rounding settings “Options”
menu
This tab lets you
define the rounding level which will be used for the selling prices in the
detailed view and in the B.o.Q. You can also define the rounding level of the
quantities in the B.o.Q.
It is recommended to
use the lowest available level as shown in the example below. Indeed, the use
of a high rounding level can have important effect on the final price because
it causes the rounding of the selling prices of each row in the detailed
view. It is then, the sum of each rounded row which is reported in the bill of
quantities (and not the rounding of the total of the non rounded rows).
You can choose a
specific number of decimals to display selling prices in the B.o.Q. However,
only some values will be proposed according to the rounding level selected for
the quantities and the selling prices of the detailed view.
These restrictions
are forced in order to guarantee that a breakdown presented with the rows of
the detailed view in the reports generator will always post correct
calculations. Meaning the posted quantities multiplied by the posted unit
prices will give exactly the total prices shown on the rows. In the same way,
the sum of the total amounts rounded displayed on each row will give exactly
the total amounts appearing at the bottom of the chapters.
Important: If you
modify the rounding level of the quantities of an existing estimate going to a
higher level, Quick
Devis® Enterprise Edtion may change some quantities appearing in the
detailed view and you will not be able to retrieve them. In such a case, it is
recommended that you save your estimate first to keep track of the original
quantities.
The rounding options
apply only to the estimate from which they are called. If you want them to be
applied to all your new estimates, set them in a model estimate.
Display tree view “Options”
menu
This tab lets you
define the appearance of the tree structure located at the left of the main window
and to define the numbering model which will be used as default in your B.o.Q.
when you will create tasks and sub-tasks.
Quick Devis® Enterprise Edtion lets you
enter any quantity in the branches of an estimate (chapters) in order to
multiply entire branches. This capability can however generate typing errors
for people accustomed to regard branches as simple chapters without quantity.
If you wish to
prohibit the use of quantities in the branches, check the suitable box and Quick Devis® Enterprise Edtion will
replace the unspecified or wrong quantities by the value
If you wish your estimate
to be numbered according to logic; 1 for the chapters, 1.1 for sub-chapters,
1.1.1 for sub-sub-chapters, etc enter 1 as item of a sub task and .1 as sub
item.
If you would rather
have an alphanumeric classification for example, enter A as item of a sub task
and A.1 or A.A as sub item.
These changes in the
logic of classification will affect only the tasks created subsequently to the
changes. If you wish to renumber a whole estimate according to your new logic,
call the “Renumber all task” in the “Organization” menu.
The “display tree
view” options apply to the estimate from which they were called. If you want
them to be applied to all your new estimates, set them in a model.
Settings “Options”
menu
This tab lets you define the proposed default directories
for access to the estimates and to the models of automated frames. It also lets
you define the directory in which the databases will be stored.
To set directories, click the “Set up” buttons
and select the new paths. You can also delete the contents of the fields so the
last directory used will be proposed.
You must indicate a directory for the
databases. If you do not do it, it will be impossible to use them. This directory
can also be specified using the “Path” button of the articles’ window.
This
function makes it possible to define the order, the format, the colors and the behavior
of the columns of the minutes and the nomenclatures.
The definition is specific to the minutes or the
nomenclatures according to the posting from which you call the function. The
presentation of the minutes can be different from that of the nomenclatures.
Fitting of the columns
In the window of definition, you see on the left
the columns masked but available to be posted and on the right, the columns
posted in the order where they are posted.
To add a column, select it in the list of
right-hand side and click on the button “To post the
column”. To remove a column, select it in the list of right-hand side
and click on the button “To mask the column”.
To change the order of the columns, click on the
column to move in the list of right-hand side, maintain the button left of the
mouse inserted and move the column with the site of your choice.
To restore posting by defect, simply click on
the button “To restore L” posting by défaut'.
You can modify the format of certain columns by
unrolling the list “Format numbers” after
having placed the cursor in the list of right-hand side on the column to be
formatted. You can operate in the same way for alignment and to specify the column
width (this last value can also be allotted while making slip the separators of
columns directly into the minutes or the nomenclatures)
To assign a color specific to a column, click on
the column in the list of right-hand side and click on the zone “prime coat”. Specify the new color and validate.
You can also change the color of the
stringcourses being into top and bottom of each “minute” by clicking on the
zone “Prime coat zone form”. In the same way,
the zone “Attributes general” enables you to specify
the names and sizes of police forces for the posting of the minutes or the
nomenclatures.
The box “To mask the
column” enables you to set up columns with formulas whose result can
enter the calculation of posted columns without the user not seeing these
intermediate columns. The function is applicable only to the free fields.
The box “To prohibit
the seizure” enables you to prevent the user from modifying the contents
of the cells of the column. You will use it if you wish for example whom a
column can receive only from the data coming from data bases. This function is
not applicable to all the columns.
Among the basic columns, it is one whose name
can be redefined. It is about the “Field user”. To re-elect it use the zone
text “Name of the column”. For all the other
columns (except free fields), the names are imposed.
Definition of free fields
Quick Devis® Enterprise Edition proposes
60 free numerical fields whose operation can be defined by the user. To add a
free field, click on its name in the list of left and click on the button “To post the column”. Give a name to the field by
using the zone text “Name of the column”.
If you wish that the field receive a
calculation, click in the zone “Formulates” and
enter a formula relating to the other columns. You can use the near total of
the formulation Microsoft Excel™.
Your formulas must refer line 2. You can use
successive clicks on the columns to create the formulas as you would do it
under Microsoft Excel™. After having
entered the formula, validate while clicking on the key <ENTREE> and specify if you wish to see appearing a total
with the bottom of each minute in the column comprising the formula. With this
intention, you have boxes of options with the bottom of the window. The box “Summons arithmetic” will place in foot of minute a
formula making the sum of the values of the column whereas the box “Result of the formula” transposes simply the formula
on the line of total making it possible for example to post a percentage.
Caution: If you
shift a posteriori, the columns by operating operations to slip/to move in the list
of right-hand side, the formulas which referred there will not be modified and
you will have to thus take them again to give them in agreement with the new
positions of your columns.
In addition to the free fields, certain basic fields can also receive formulas. It is about:
· Quantity
· Unit price
· Unit time
· Forced unit price
You will be able for example to place a formula
in the column “quantity” to make so that its value depends on two other
columns, to carry out a calculation of rate or any other calculation requiring
of the multiple values.
Implementation
of drop-down lists
Although
the free fields are of numerical type, it is possible to place drop-down lists
there posting choices in text. Let us imagine that you have to cross
information of the type “Weight” with information of the type “Material” to go
up in the sheets of environment or the nomenclatures the weights for each
material used in the estimate.
For that,
you will use three free fields: a field “unit Weight” which the user will enter
the weight of each article, the “total Weight” which will be calculated by the
formula “unit Weight” X “Quantity”. Lastly, a field named “Material” will
contain a drop-down list posting all possible materials.
To
parameterize this last field, notch the box “Drop-down
list” and to specify in the drop-down lists “To
recapitulate”, information which you wish to cross according to the
criteria present in the list. You can centralize two types of information of
your choice.
It then
remains you to specify in which free sheet of the environment you wish to
centralize these data and to post then to fill out this free sheet via the
function “Options D” environnement'
of small “the Options”. Do not forget to unbolt
the cells of the sheet before entering there your materials.
After
having carried out this parameter setting, you will have a drop-down list in
the minutes which will function exactly like the native lists “Standard of supply” and “Types
of hand D” œuvre' and which will be
able to contain up to 500 items.
Names of columns reserved
Certain names of columns induce special behaviors. These names are always between hooks []. They are the following names:
·
[Qté per unit] This column makes it possible to store in the
minute the quantity of article per unit of group. When you import a group in
the presence of this column, the unit quantities of the group are placed in
this column. Thanks to that, when you change the quantity of the group, Quick Devis® Enterprise Edition automatically
recomputes the quantities of the articles which composes it. This operation is
also possible without this column but, in this case, if the group with a
quantity of zero, it will not be possible any more to find the quantities of
the articles which make it up. It is thus advised to use this column
systematically as soon as you use groups. The column is not visible when the
groups are presented in mode “grouped” (button
).
·
[Qté estimate] This column which is visible only in mode “Situation of work” makes it possible automatically to
receive the quantities of the estimate at the time of its transformation into
situation of work. Like the passage in situation of work causes to put at zero
the column quantity, the presence of this column makes it possible to preserve
the initial quantities to make calculations of “remainder be made” for example.
·
[Qté the preceding one] This column which is
visible only in the situations of work makes it possible to preserve the
quantities at the time of the passage of a situation NR at a N+1 situation so as to post states mentioning
the current situation, the preceding situation and the progression.
·
[%
Advance] This
column which is visible only in the situations of work makes it possible to
replace the column “Quantity” for the data
acquisition. It automatically places in the column “Quantity”
a formula which determines the value according to the percentage of seized
advance and the initial quantity envisaged (in the column [Qté estimate]).
Posting of lines in the form of
columns
In certain cases, it can be more convivial to
present the various types of supply or types of labor in the form of columns rather
than to specify them in drop-down lists. This mode is much less flexible than
the presentation on line because it does not give access which has certain
types of supplies and certain standard of labor but it can be desirable when
users are accustomed to screens of seizure under Excel™
and that one wishes to pass them under Quick
Devis® Enterprise Edition without upsetting their practices.
Let us imagine that the Excel™ screen to be reproduced only had 5 columns (Made out,
Quantité, Petites supplies, Grosses supplies and Exposure time). In a
traditional configuration, one would have placed a column “Price unit” and the
user would have specified the type of supply with the drop-down list suitable.
However, in our configuration which must reproduce the Excel™ screen, it is necessary that the two types of supply appear
in the form of columns in place and place of the drop-down list proposing the
types of supplies.
To post the types of supply in columns in our
example, click on each one of them in the list of left appearing in the bottom of
the window and click on the button “Posting in column”. The types of supplies
will appear then in blue in the list of right-hand side. Make slip these sets
of columns into the desired position and notch the box “To mask” for the columns which you do not wish to see (Currency,
Remise and Coefficient of negotiation) in our example.
When you validate, you will obtain the desired
screen.
In this screen, if the user between data in the
column “Small supplies” and also in the colonne'
“Large supplies”, Quick Devis® Enterprise Edition
will create two lines automatically because it cannot support two types of
supplies on the same line. However, the second line will be automatically masked
so that the user sees well his two types of supply on the same line.
This presentation of lines in column is thus
only one simple artifice of presentation. The data storage in the estimate is
well always in conformity with the standard mode of Quick Devis® Enterprise Edition.
This type of posting imposes certain
restrictions by prohibiting the access to all the functions which must operate
on a line and only one such as for example “Recopying
downwards” or “Deferring on all the estimate”.
To also note that, in this mode, the recording of a line connects in the
minutes can create several lines in a data base articles, the various articles
which make a line are identified by their field user which contains RECORD 001,
RECORD 002…
For all these reasons which lead to an
unflexibility, it is disadvised employing lines posted in columns. Thus employ
this function only if you make a point of reproducing with exactitude a screen
Microsoft Excel™ with multiple columns.
The experiment shows that the majority of the users having employed this type
of presentation finally came from there to a presentation on line as soon as
they included/understood the interest of it. These functions can thus be used
to facilitate one transitional period between Excel™
and Quick Devis® Enterprise Edition.
Outline and management of profile
When you conceive a presentation of minutes or
nomenclatures, you can the pre one visualize before validation while clicking
on the button “Seen/Profils”. This function
also enables you to store the various profiles of presentation in files so as
to be able to read again it later on.
You can use to this end the buttons “To charge a profile” and “To
record the profile”.
Columns of the nomenclatures
The posting of the columns in the nomenclatures
can be different from that of the minutes. However, the free fields defined in
the minutes imperatively include/understand the values entered the minutes because
they are the same physical fields. It is not possible to give them different
names in the two visions. Nothing prevents however from adding free fields
specific to the nomenclatures and comprising their own formulas.
The nomenclatures offer possibilities restricted
compared to the minutes. It is not for example not possible to post lines in
columns there.
The free fields which appear in the
nomenclatures also appear in the list of the primary education and secondary
keys of classification. It is thus possible to carry out all types of sorting
on these fields. The cooling of the list of sorting is carried out at the time
of the access to the nomenclatures, it can thus be necessary to click on the
miter “Minutes” then on the miter “Nomenclatures” to see appearing new sort criteria in
the lists after having defined new columns in the nomenclatures.
In some
countries, you can profit from on line manufacturers’ tariff by subscribing to
this service from a provider. To get the list of available providers and their
conditions of subscription, click the “Web U.R.Ls” function in the “Data” menu.
Web addresses 
“Data” menu
This function lets you select a database
provider and subscribe to a contract which will let you download and keep up to
date your tariff databases. You must be connected to the Internet before
calling this function.
The providers appearing in the list are
approved by our services and guarantee compatibility with the software. To
select a provider, simply call the function and make your choice visiting the
listed Web sites or contacting directly the providers.
When you subscribe, the provider will authorize
your Quick Devis® Enterprise Edtion identifier on his web site and you will be
able to download the databases calling “Update databases from the web”
function. The databases thus downloaded will work only on the computer used to
subscribe.
Important: Each provider can propose different panels of
databases whose references can be coded differently; consequently, if you plan
to change your provider after having used the databases, it is recommended that
you create a new directory to store the new provider’s databases or to backup
your previous databases.
Indeed, if you try to update databases
resulting from a provider with those of another, some articles may be destroyed
if their references do not exist in the new provider’s database. If you added
workforce times or workforce kinds in these articles their data will then be
lost.
If you wish to test the databases of a provider
without having to subscribe, you can select the provider in the list and
directly call the “Update databases from the web” function. You will then be
allowed to import incomplete databases comprising only one article out of ten.
Update databases
from the Web 
“Data” menu
This function lets you download or update
databases from a public Web site. Before calling this function, you must select
a provider using the "Web addresses” function.
Connection to the remote site is done automatically
and, after a short period of time, the list of the available databases appears
in the left side list. The right side list displays all Internet databases that
already are in your local databases directory.
Note: the communication uses HTTP protocol and your
Microsoft Internet Explorer settings. If you encounter communication problems,
select another databases provider or make sure you can navigate on the selected
provider’s site using Microsoft Internet Explorer.
Your provider may, if required propose several
databases directories. Click the drop-down list located under the left side
list to display these directories and their contents.
Just for the first time, you may have to set a
path for the data storage (except if you already did it using the function
“Configure an estimate”). To set a path, simply click the button “set up the
local path for databases” (or the “Path” button from the databases list).
Then, select the provider’s databases you are
interested in on the left side list (you can keep the SHIFT key pressed to
select several databases at once) and click “Append selection” button. The
selected databases are then moved to the right side list, being available for
downloading.
You can also add all the available databases at
once clicking the “Append all” button.
You can do similar operations from the right
side list using the “Remove selection” or “Remove all” buttons.
If you already made a first remote loading, the
list of the downloaded databases which are on your computer appears in the
right side list. In this case, if you simply wish to update these databases,
click the “Add all databases which may be updated” button. Quick Devis®
Enterprise Edtion will only download the databases which require an update
among the databases which are on your computer.
The databases requiring an update are tagged in
the right side list with an orange triangle. Database which are on the remote
web site but does not exist on your computer are tagged with a “New” symbol in
the left side list.
After moving databases to be downloaded from
the left side list to the right side list using the functions described above,
you will just have to click the “Download databases” button “ to launch the
following operations:
·
Downloading
of the selected databases
·
Conversion
to Quick Devis® Enterprise Edtion format
·
Data
mixing with your databases (databases which were on your computer) if they do
exist in order to keep your additional data (work times, kinds of workforce…)
When the process terminates, Quick Devis® Enterprise
Edtion displays a download report. If a database was not correctly downloaded,
it appears in the report and you just have to download it again.
When all databases are downloaded, you must
download the empty rebates tables (which are tables containing rebates codes of
the various manufacturers). To download these tables, click the “Download
rebates” button. This operation can be done before or after the downloading of
the databases.
Downloading the rebates tables allows the
rebate figures already entered on your computer to be preserved. However, in
order to avoid preserving the rebates of a previous tariff and to apply them to
a new tariff, this renewal of the rebates requires a voluntary action: You will
have to call the “Rebates editor” function and to click on the “Transfer”
button.
Finally close the application clicking the
“Close the session” button in order to return to Quick Devis® Enterprise
Edtion.
Under Quick Devis® Enterprise Edtion, you then
have access to all of the tariffs downloaded calling the “Access databases”
function. If no database appears after the downloading, check the path clicking
the “Path” button of the “Access databases” function and make sure it matches
the path used while downloading.
Later, when you wish to update your databases,
just call the function “Update databases from the web” and click the “Add all
databases which may be updated” button. Proceeding this way, Quick Devis®
Enterprise Edtion will download only the databases which really require an
update and will ensure a mixing with your own data so as to preserve the data
you might have added such as work times or kinds of workforce. At the end of
the update, you will have to download the rebates tables again clicking the
“Download rebates” button; your rebates rates will then be preserved and mixed
with the new data.
Quick Devis® Enterprise Edtion will preserve
the old databases in the same directory as the new ones. To remove the old
databases, click the “Delete” button of the “Access databases” function. You
will be prompted to specify if you want to delete only the selected database or
all the obsolete databases remaining in the directory.
Answer the above question by clicking “Yes”.
Quick Devis® Enterprise Edtion will select all the obsolete databases and will
prompt you to confirm the destruction by clicking again the “Delete” button.
Note: The providers usually update their databases
on a monthly basis. It is thus suggested that you call the “Update databases
from the web” once a month.
If the update of a database fails while
returning a message such as “Damaged database”, it might be because the
database on your disc is damaged and its updating from the remote database is
not possible. In such a case, before contacting the database provider, try to
repair the database using the “Repair an estimate or a database” function in
the “Tools” menu. If the problem is not solved, remove the database from your
disc before downloading the new database.
Rebates editor 
“Data” menu
The databases supplied by the public providers
do not comtain rebates but only tariffs. In order to specify your own rebates,
the providers supply empty rebate tables which are coded to match the articles
and manufacturers they provide.
These rebate tables can be downloaded clicking
the “Download rebates” button of the “Update databases from the Web” function.
To specify the rebates you wish to use for each
manufacturer and each family of articles, call the “Rebates editor” function
and enter the rebates values in the “Current rebate” column for each
manufacturer you will use.
The list of the manufacturers, located on top
left of the window, displays 3 different symbols according to the databases’
status: an “earth” indicates that the database which is on your disc conforms to
its corresponding rebates table (in terms of date). A question mark (?)
indicates that the database, or its rebates’ table do not conform and thus
require an update. Lastly, a red cross on the “earth” indicates that the
database exists on the remote web site but not on your computer.
To enter the rebates, click on each
manufacturer you may need on the top list and type the rebates in the bottom list.
When you will click on another manufacturer, you will be prompted to record or
cancel your changes.
On the top list, symbols indicate if the
rebates table matches with the database located on the disc. Indeed, in order
to avoid rebates/price association errors, Quick Devis® Enterprise Edtion
checks that the rebates table matches its tariff. If not, a warning message is
posted when you open the database.
If you see error symbols in the list, click on
them to know more about the error. These errors are displayed within the top
frame at the right of the window.
When you update your rebates tables through the
“Download rebates” function, the data of the “Current rebate” column are
automatically copied to the “Previous rebate” column for all the manufacturers
whose tariffs were updated. This requires you to renew the old rebates or to
enter new ones so as to avoid the use of rebates which would not correspond
anymore to the new tariff of the manufacturer.
If you want to renew all your rebates, for all
the manufacturers at once, click the “Transfer” button.
If you want to renew the rebates for one or
more specific manufacturer, display them by clicking them in the top list, make
the appropriate selections and use the “Copy” and “Paste” buttons to copy data
from the “Previous rebate” column to the “Current column”.
Warning: If, between 2 database upgrades you do not
take care of your rebates by transferring them, you will definitely loose you
rebates because, for each effective tariffs upgrade, Quick Devis® Enterprise
Edtion moves data from the “Current rebate” column to the “Previous rebate”
column. Note that you can always recover your rebates by renaming the “Remises.old” file (see below).
Most of the manufacturers list a line of
products behind each rebate code. To display these products, click the “See
products” button. To display only the rebate codes, click the button again.
You can print the rebates table of the
displayed manufacturer by clicking the “Print” button.
Technical tips: the rebate tables are stored in a Microsoft
Access format in a file located in the database directory to which they apply.
This file is named “Remises.rem”. It is
backuped in a file named “Remises.old” when an
update is made using the “Download rebates” function. Thus, use these files if
you wish to recover past rebates or backup your rebate tables.
Quick Devis® Enterprise Edition proposes a data
model arranged hierarchically based on 3 different types of databases:
· Physical bases of articles
· Bases of groups
· Virtual bases of articles
The physical bases of articles are placed on
the lowest level of the hierarchy. The maintenance of the model’s data is made
at this level only. They contain generally only prices, times and technical
data but they can also contain embedded methods of calculation intended to
evaluate prices, times or quantities according to the context in which the
articles are imported (the estimates’ context in fact).
The bases of groups allow quick import of
articles which are located physical bases of articles. The groups can be seen
as technical sets of articles which comprise quantities. The bases of groups
also support Excel™ like workbooks which allow establishing complex logics of
importation if the need arise (selection of articles according to calculations
of power, volumes, size, etc.). The groups can also call whole groups instead
of articles.
The virtual bases are like ‘ghost’ bases of
articles which refer to articles appearing in the bases of physical articles.
They enables, for example to gather in only one base some of the articles
coming from several physical bases. When an article is imported from a virtual
base, Quick Devis® Enterprise Edition picks it, in fact in a physical base. The
virtual bases allow moreover, handle data which may overwrite data issued from
the physical bases (making change in their description, times, etc.)
The hierarchy proposed by the data model of
Quick Devis® Enterprise Edition was designed to reduce maintenance to a
minimum: the prices, times and technical data are updated only at the level of
the physical bases of articles.
The other types of bases (groups and virtual)
comprise only links to the physical bases of articles and thus do not require
any upgrade. The groups act as a technical set which comprise only links to
multiple articles and the virtual bases act as simple one by one links (a
virtual article = a physical article).
The data model is based on the Microsoft
Access™ format. The bases can be directly open using Microsoft Access™. They
are in fact traditional MDB (Microsoft Data Base) files. The suffixes used for
these files under Quick Devis® Enterprise Edition are :
·
QDB
for the physical bases of articles
·
GRP
for the bases of groups
·
VDB
for the virtual bases of articles
To reach
the databases or to create new ones, just click on the button . The list of the available bases
appears.
Before even
creating data bases, you must set the directories in which they will be stored.
Setting directories
Quick Devis® Enteprise Edition uses virtual paths to
store the data bases. You can set up to 10 different paths (numbered 1 to 10)
on each user computer. This concept of virtual paths is important and must be well
understood to effectively authorize the estimates updating process.
Each virtual path corresponds to a physical path
(local or network). Each path can contain a set of data bases which can be
shared between several users if it is located on a network disk.
Quick Devis® Enterprise Edition stores in its detailed
rows only the number of the path. It never stores the physical path.
If two users do not see a same network disk path with
the same physical path as it is often the case, it is thus enough to indicate
the same path number on each computer with the specific physical path to each
computer. Quick Devis® Enterprise Edition will then be able to upgrade an
estimate on any computer, even if the physical paths are seen differently.
It should be noted that all bases with external
discounts (and also Internet bases) must be imperatively in the #9 path. All
the Intranet bases must be in the #10 path.
To assign a virtual number to a physical path, click
on the button ‘Path’ in the list of the bases.
Place the cursor on the path to be defined and click
on the button ‘Set up the path’. Then select a
local path or a network path and accept.
Note: it is recommended to remove the paths which
are not used so that Quick Devis® Enterprise Edition does not propose them. To
remove a path, click on it and click on the button ‘Delete
the path’.
When the
configuration is finished, click on the button ‘Ok’.
In the list of the bases, you will just have to click on the symbol displayed
at the bottom right of the window to pass quickly from a valid path to another
one. These symbols are:
You also
can use the arrows shown at the bottom left of the window to do that.
Types of supported databases
Quick
Devis® Enterprise Edition supports two different types of physical bases
of articles: the public bases which are illustrated by the icon 
and which comprises a date and the private bases which are
illustrated by the icon 
.
It also
supports virtual bases of articles, illustrated by the icon 
and of the bases of groups which appear
boldfaces in the list and are illustrated by the icon 
.
The list
can also call configuration tools. These tools are external but recognised by
Quick Devis® Enterprise Edition. They will be illustrated by the icon 
and of the bases associated with these tools
are illustrated by the icon 
.
The window
can be increased or reduced vertically in order to display more bases; to do
that, select the bottom border of the window and stretch it. The position and
the size of the window are memorized during all the session so that a new call
to the window (by clicking on the icon in the bar of menu) will display the window at
the place where you left it and with its former size.
You can
create new bases by clicking on the ‘New’
button. You will then be prompted to select the type to be created:
The
following choices are proposed:
Groups data base
The bases
of groups are intended to store technical sets which are made of quantities
associated with links to articles appearing in physical data bases.
Standard articles data base
They are physical
bases comprising the standard data which are:
· Description
· Reference
· Manufacturer
· Family
· User field
· Unit
· Public price
· Currency
· Kind of material
· Rebate
· Time per unit
·
Kind
of workforce
·
Spreadsheet
Excel™ like field (for the calculated articles)
·
Microsoft
Word™ field (for comments, photos, etc...)
Articles data base with forced
prices
These bases
are standard bases which comprise moreover a ‘Forced
selling price’ field.
The forced selling prices are of an interest for the
call-off contracts. In this type of contracts, the selling prices are
negotiated for a given period of time.
The use of these fields in the data bases allows
generating editions with forced prices for the customer while carrying out your
estimate in calculated statement in order to control the margins at the time of
the study.
Virtual data base
A virtual base refers to articles which are stored in
physical bases. That allows creating bases which comprise the articles most
usually used.
Let us imagine that you have 100 physical bases which
comprise 1’000’000 articles but, you employ usually only 1’000 articles coming
from various bases. If you create a virtual base, you will be able to place
your 1’000 articles there and to reach it easily without having to worry about
the data maintenance.
Indeed, each time you use an article coming from the
virtual base, Quick Devis® Enterprise Edition will seek the data of the article
in the corresponding physical base.
The virtual bases can store data which can derogate
from those present in the referred physical bases. Let us imagine that you
share data bases containing prices and times with various users and that you
wish, for certain articles, to have your own times without having to worry about
the maintenance of a specific base. You will use in this case a virtual base in
which you would specify that you wish to use times coming from the virtual base
rather than those coming from the physical base. The other data (price, rebate,
etc.) will be taken from the physical base.
The virtual bases enable this type of filter on
various criteria: times, forced prices, description, etc.
Articles data base with external
rebates and forced selling prices
These bases
support the same fields as the bases with forced selling price but their rebate
values are stored in an external file in order to facilitate their maintenance.
You will
make this choice when you wish to maintain rebates tables comprising much less
items than articles in the base. Quick Devis® Enterprise Edition will use the
family field which will contain codes identifying the rebates in the external
file.
Articles database with extended
fields dans forced selling prices
These bases
support the same fields as the bases with forced selling price with moreover,
the following additional fields:
- Comment
- 60 user definable numerical fields
- 5 user definable language fields
- Coefficient on material
- Coefficient on workforce time
With the extended fields, you can for example name a field
‘unit weight’ and another ‘unit volume’, store these data in your bases with
extended fields and evaluate for each project the total weights and volumes. If
the need arise, you will be able to sort these values according to various
criteria (families, references, descriptions, etc.) and to exploit them in your
overhead sheets.
Articles database with extended
fields, external rebates and forced selling prices
These bases
support the same fields as the bases with extended fields and forced selling
prices but their rebate values are stored in an external file in order to
facilitate their maintenance.
You will
make this choice when you wish to maintain rebates tables comprising much less
items than articles in the base. Quick Devis® Enterprise Edition will use the
family field which will contain codes identifying the rebates in the external
file.
Other kinds of database which cannot
be created by the user
Quick
Devis® Enterprise Edition supports two other types of physical bases of
articles which cannot be created by the user. They are:
Internet bases these bases are physical bases of articles
which are synchronized upon request with bases being reproduced on the discs of
the users. They enable public on line tariffs with associated private rebate tables.
They can be stored on the users’ computers or on the central site of the
company. These bases can be published using the tool Tariff Publisher® edited
by IAES.
Bases Intranet these bases are physical bases of articles
which are synchronized upon request with bases being reproduced on the discs of
the users. They enable private on line tariffs which comprise their own
rebates. These bases can be published using the tool Tariff Publisher® edited
by IAES.
Summary of the features of the
different data bases
|
Fields in detailed
view |
Standard |
With
forced selling prices |
Internet |
Intranet |
Extended
fields |
Private
with external rebates |
Extended
fields + external rebates |
Virtual |
|
Description |
X |
X |
X |
X |
X |
X |
X |
X |
|
Unit |
X |
X |
X |
X |
X |
X |
X |
X |
|
Price per unit (material) |
X |
X |
X |
X |
X |
X |
X |
X |
|
Currency |
X |
X |
X |
X |
X |
X |
X |
X |
|
Kind of material |
X |
X |
X |
X |
X |
X |
X |
X |
|
Coefficient on
material |
|
|
|
|
X |
|
X |
|
|
Rebate on material |
X |
X |
|
X |
X |
|
|
X |
|
Timer per unit |
X |
X |
X |
X |
X |
X |
X |
X |
|
Kind of workforce |
X |
X |
X |
X |
X |
X |
X |
X |
|
Coefficient on time |
|
|
|
|
X |
|
X |
|
|
Manufacturer |
X |
X |
X |
X |
X |
X |
X |
X |
|
Reference |
X |
X |
X |
X |
X |
X |
X |
X |
|
Family |
X |
X |
« |
X |
X |
« |
« |
X |
|
User field |
X |
X |
X |
X |
X |
X |
X |
X |
|
Forced selling
price per unit |
|
X |
|
|
X |
|
X |
|
|
Comment |
|
|
|
|
X |
|
X |
|
|
60 free numerical
fields |
|
|
|
|
X |
|
X |
|
|
‘Language’ fields |
|
|
|
|
X |
|
X |
|
|
Word™ document |
X |
X |
|
|
X |
|
X |
|
|
Excel™ like
workbook |
X |
X |
|
|
X |
|
X |
|
|
|
|
|
|
|
|
|
|
|
|
Directories (Path
#) |
1-10 |
1-10 |
9 |
10 |
1-10 |
9 |
9 |
1-10 |
|
Compatibility
Tariff Publisher |
|
|
X |
X |
|
|
|
|
|
Export to Excel™ |
X |
X |
|
|
X |
X |
X |
|
|
Encrypted data |
|
|
X |
|
|
|
|
|
|
Articles
recognized by 5 fields |
Choice |
Choice |
|
|
Choice |
|
|
|
|
Articles recognized
by their reference field only |
Choice |
Choice |
X |
X |
Choice |
X |
X |
|
|
Date of the tariff |
|
|
X |
X |
|
X |
X |
|
« The family field is used to
seek the reference in the database. It cannot be used for any other purpose.
Mode of identification of the
articles
According to the selected type (see above table), the
articles are identified in two different ways:
·
Only with their field ‘Reference’
·
With their fields ‘Description’, ‘Reference’,
‘Family’, ‘Manufacturer’ and ‘User field’
When the field reference is used alone, you can modify
the description of the articles in the base for example, the article remains
always the same for Quick Devis® Enterprise Edition. In this case, if you make an
update of the article from the estimate, the new description will come to
replace the old one in the detailed view.
This type of bases implies the specification of
references for all the articles. The references must all be different in the
base without what, you risk to import an article having a reference and, at the
time of an update, to replace it by another article having the same reference.
You will choose this type of identification if you
have a rigorous management of the data or simply if you plan to share data on
your networks.
If on the other hand you wish to store your own
articles without having to worry about the field ‘Reference’, you will use
bases which identify their articles on all the fields. In this case, a simple
modification of one of the key fields in the data base will prevent Quick
Devis® Enterprise Edition from finding the article in the base when updating
and estimate. You will be able with this type, to store articles even if they
have no reference since they will comprise one of the key fields (Description,
Reference, Manufacturer, Family, User Field).
In the bases which support the multiple identification
and also the identification by reference alone, you can pass from one mode to
the other by clicking on the button 
(when the button is inserted, the references
alone are employed, when it is released, the 5 fields are employed). To reach
this button, you must set the edition mode of the database first using the
button 
.
Bases with external rebates
Public Internet bases cannot rebates because the
editors cannot plan to transmit the same rebates values to all their customers.
With Internet bases, you thus subscribe to a
provider’s service and you enter you rebates in an external file, accessible by
the function ‘Rebates editor’ of ‘Data’. You can also manage you rebates on a private
remote site through your Intranet (by a purchasing team for example). This
subject is covered in the Chapter ‘Web addresses’.
You may also wish to have external rebates, even if
you build your own databases. It can be of interest when you compile data
coming from manufacturers.
In this case, you will use a private database with
external rebates (with or without extended fields). You will be able to create
your own codes using the function ‘Rebates editor’
of the ‘Data’ menu.
The file which contains the rebates is common to all
the bases in the same directory and is always located in the #9 path.
The databases with dates
Certain types of bases are imperatively dated. They
are bases Internet, Intranet and of all the types of bases with external
handing-over.
Only two ways support the dated bases: the N°9 way which support the bases dated with
external handing-over and the N°10 way
which supports the bases dated without external handing-over.
The N°9 way
supports all the basic types, including those with external handing-over. The N°10 way supports all the types of bases except
those with external handing-over. The other ways support neither the dated
bases, nor the bases with external handing-over (you can place bases dated in
all the ways but their date will be posted only in the ways N°9 and N°10
and you will profit from the treatment by date only in these ways)
.
A base is regarded as dated since its name, before its
suffix .QDB ends in [MMAA] where MM indicates the month and AA the year. Example my
base [0605] .qdb. If several bases bear
the same name but have different dates in the same repertory, Quick Devis® Enterprise Edition will always use
the last dates some at the time of the updates and actualizations of estimate.
The utility of the coefficients
under material and workforce
In the majority of the cases, these coefficients are
managed on the level of the estimate because it correspond respectively to
“anticipated negotiation” and “difficulty or facility” of implementation. They
can thus be regarded as “adjustments” of the data present in the bases. For
this reason, they do not have anything to make in the bases.
However, in certain trades like the Civil Engineering,
the coefficient on labor is connected with an output which it can be desirable
to store. In the same way in the field of piping, the coefficient on supply is
often connected with a coefficient of “fall” or “loss”. For this reason, it can
also be interesting to store it in the bases.
So that these coefficients do not come “to pollute”
estimates which would not need any, it was envisaged in the wide bases with
field of the buttons 
which
make it possible to determine so yes gold not the coefficients
must be taken into account during the use of the bases. These buttons are accessible only in mode “Edition” .
If the buttons are inserted, not only the coefficients
are imported but they are also recordable and updatable exactly as if they were
traditional fields. In the contrary case (not inserted buttons), the
coefficients are completely ignored, with the importation, the recording and
the update.
Using Ms Word documents in articles
The storage of Word documents on the level of the
bases of articles makes it possible to carry out technical documents of
specifications in an automated way.
Quick Devis makes it
possible to dynamically create summaries which show the whole of the Word
documents imported in your estimate.
By using these functions, you will not have to specify
each component any more with each time you carry out a new estimate.
Using Excel like workbooks in
articles
The tables in the articles make it possible to
calculate the unit price, the handing-over or the exposure time of an article
according to various and varied criteria (table of the Excel type). You can
enter these tables of the variables of the INDEX type or MATTER PRICE.
Consequently, the simple fact of modifying these
variables on the level of an estimate will automatically recompute all the
articles of the estimate.
In order to avoid storing sheets of spreadsheves in
all the articles of an estimate, it was envisaged two solutions which are given
at the time of the importation:
- Only
the result of calculation is imported and the table remains in the base of
articles. In this case, calculation in the event of change of variable
will be carried out only with the actualization of the estimate.
- The
table is copied base of articles about the minutes at the time of the
importation of article. In this case, calculation in the event of change
of variable is dynamic and the user can possibly modify calculation
without affecting the data base.
Créating databases
After
having selected the basic type to create, validate while clicking on the button
“Ok”. If you chose a base with external
handing-over, you will be invited to specify a name and a date because these
bases are imperatively dated.
If on the
other hand, you use another basic type, Quick
Devis® Enterprise Edition will create a named base automatically “New base” and will add it to the list. It will not
remain you whereas has to re-elect it while clicking delicately on the
name of the base thus created and to enter the new name. You will validate your
seizure while clicking some on a white zone of the window, as you would do it
in the Windows explorer.
Note: Bases Internet or Intranet cannot be created directly. To obtain bases Internet, it is enough for you to select a supplier of access and to download the bases. Consult the chapter ‘Les fonctions de gestion des bases publiques this handbook more on bases Internet.
Removing databases
To remove the old bases of a repertory, click on the
button “To destroy” starting from the list of
the bases and specify that you wish to destroy all the obsolete bases while
answering the put question in the affirmative.
Quick Devis® Enterprise Edition will
select all the obsolete bases then so that you can see them before it are not
destroyed. If you agree with the selection, again click on the button “To destroy” to carry out obliteration.
The bases are regarded as obsolete since more recent
dated bases and bearing the same name appear in the same repertory or when the
bases bear a name which starts with “Old version of”.
This last mention indicating a safeguard carried out by the system at the time
of an operation of repair or compaction.
If you do not wish to destroy that only one data base,
select it in the list, click on the button “To destroy”
and answer the put question negatively.
Managing access rights
The data
bases being able to be used in network, it can be useful to restrict the rights
of access of certain users. The rights of access to the data bases on Quick Devis® Enterprise Edition are independent
of rights given by your administrator network.
For a correct
operation, it is imperative that the whole of the users has a total access in
reading and writing on the repertory of the data bases. It is then Quick Devis® Enterprise Edition which will make
it possible to restrict these rights.
The rights
apply to a whole repertory and thus to the whole of the data bases which are
there, whatever their type. They do not affect to in no case the other
repertories; thus, a user will be able to have rights restricted on a complete
way network shared and rights on the bases which reside on its own disc.
To affect
rights specific to a repertory, post the list of the bases which appear in it
while clicking on the button and by selecting the suitable way.
Then click on the button “Rights” to post the
list of the authorized users:
Your login will appear in first position in the list
and you will have all rights (RW) in all
the columns.
You can add
the names of login other users of the
repertory on your network. The users who will not appear in the list will have
only rights of reading on all (RO). It is
thus not inevitably necessary to list all the potential users but only those
which will have specific rights.
To modify
the rights of a user, it is enough double to click on its authorization with
the intersection of the selected column and the line comprising its login. One rocks thus of RO (reading alone) with RW
(read/write). It should be noted that for the bases of articles one also has RWEP (read/write safe for the prices) which
makes it possible the user to add technical times and data without
deteriorating the prices of the base.
If you want
to restore the rights in read/write for all the users, to remove all the users
of the list except you and validate.
Note: The rights of the users are stored
in a file named QDRights.rgt
and placed in the repertory to which it applies. The removal of this file also
makes it possible to recover the complete rights for all the users.
The manager
of articles is intended to post the bases of physical articles or the virtual
bases of articles, to allow of it the edition and insertion in the estimates.
To open a
base of articles in the manager, you can double click on his name or click on
the button “To open” after having positioned
the cursor on the name of the base.
It is
complete posting, in mode “reading”.
Functions of research
To carry
out a research, enter simply the first characters of the article to seek in the
box text which is next to the “Made out” button. Consequently, at each entry of
a new character the cursor of the manager of articles comes to position on the
article nearest to the entered criterion.
If you need
to make research on other fields (like the reference for example), it will be
enough for you to click on the heading of the column of the new classification
to cause an immediate reclassification of the data base. You can also change
the classification into clicking on the “Made out” button.
Another
method of research consists in employing the tree structure being with the left
of the bases of articles. In the bases Internet, this structure relates to the
key of classification appearing in the “Field User”. For the private bases, you
can decide field of classification at the time of the creation of the tree
structure (see low in this chapter).
When you
click with the left button of the mouse on item of the tree structure, Quick Devis® Enterprise Edition automatically
reclassifies the base according to the “Field User” (or another field if it is about a private base)
and points on the first article corresponding to item on which you clicked. The
whole base is available, even the articles which does not answer the criteria
of item.
If, on the
other hand, you use the right button to click on the tree structure, the key of
classification is not modified (you remain in “Made out” mode if this last were
active) and a filter is applied so as to return only the articles corresponding
to item on which you clicked. The other articles do not appear any more in the
screen. If you had selected articles as a preliminary, the selection will be
lost.
To find one
or more particular articles according to a key word which is not necessarily
the beginning of the article, classify the base according to the criterion of
your choice and enter a filter the box text to this end envisaged. Validate by
pressing the key <entrée> at the end
of the seizure.
Quick Devis® Enterprise Edition then posts with the screen only the articles which correspond to the
entered criterion. If you had selected articles as a preliminary, the selection
will be lost.
The syntax
of the filters allows the use of the following characters:
- * any character or quantifies
or continuation of characters or continuation of figures
- ? any character or quantifies single
- # any single figure
- [X there] any figure ranging
between X and y (X and included there)
- [A-Z]
any character or quantifies included/understood between A and Z (A and Z
included)
- [! X there] any figure except
those ranging between X and y (X and included there)
- [! A-Z] any character except those ranging between A and Z (A
and Z included)
Here some
applicable examples when the base is classified by “the Wording”:
- *XM* (any article containing
returns “XM” in its wording)
- Relay 2## V* (returns any article starting with “Relay
The valid
filters (those which return articles) are stored in the list of the last
filters called (in the same box text). If you wish to purge the list of the
recorded filters, click on the button “Filters” and press the button “To purge
the list of the filters”.
Only the
last 25 filters used appear in it. If you enter from there 26th, 1st list is
automatically unobtrusive.
Cut windows
It is
possible to as many open with the screen managers of articles than the memory
of your computer can support some. This function is particularly practical when
you use several data bases regularly simultaneously.
To open one
second data base, click again on the button 
of the bar of menu of the principal
window and select another data base. You can, if you wish it, also open this
manner several authorities of the same data base.
If, instead
of clicking on button of the bar of menu of the principal
window, you click on the button of the manager of articles opened,
the new base opens in the manager of articles and not in the shape of a new
window.
This possibility of opening a significant number of data bases often forces to reduce the size of it so that they do not occupy all the screen. With this intention, you have several buttons:
who allows to post or mask the tree
structure placed at the left of the manager
who allows to reduce the window to a size
letting appear only the column of classification selected (in this mode,
one passes from one classification to the other with the keys <Flèche gauche> and <Flèche droite>.
who allows to reduce the window to a
simple bar of menu, not offering any visibility of the articles (put in
base day before)
who allows to return to standard posting
who allows to post the base in full
screen, at ends of edition
When you
close the manager of articles, Quick Devis®
Enterprise Edition memorizes these parameters as well as the position of
the window, the key of classification, etc… so that, with the next opening, the
base has the appearance in which had left it to you.
Insertion of articles in the minutes
The
insertion of articles in the minutes is possible in the standard modes (), reduced () and edition ().
To insert
an article, you can simply position the cursor above and slip the article on
the line of minute of your choice.
You also
can click on the button 
which will cause the insertion of the
article to the top of the line of minute on which the cursor in the minute is.
If you
press the button 
, the article will then be inserted
to replace the line on which the cursor in the minute is or, to replace the
selection of line carried out in the minutes if necessary.
If you wish
to insert a multiple selection of articles, you will need, in the manager of
articles, to select the articles one by one entering the selection. With this
intention, you can double click on the articles or to press the key spaces. Use
the same operation for désélectionner the
articles.
You can
also enter directly of the quantities the manager of articles to avoid having
to do it in the minute by positioning the cursor on the article and by
maintaining the key <CTRL> inserted
while you seize the quantity. The fact of affecting a quantity causes the
selection of the articles automatically.
The
selections of articles can be inserted in the minutes with the same methods as
the articles simple (to slip, insert and replace ).
Note: for désélectionner
all the articles in only one operation, click on the button 
.
Editing databases
To pass a
data base in mode “Edition”, click on the
button . In this mode, you cannot insert
articles in the minutes by using the function “to slip” but only by employing
the buttons.
Let us
recall that you can also modify or insert articles directly in the minutes of
an estimate then to record them or to update them in the bases of articles as
from the minutes. This constitutes an alternative generally more effective than
the direct edition of the bases of articles.
After mode
switch-over edition, the base appears in full screen with the following bar of
menu.
You can
then directly publish all the fields while entering there of the data. You can double
click or press the F2 key to publish a
field.
Take care
to respect the awaited formats. Here fields available in all the bases:
· The wording .................................................. 250 characters maximum
· Reference ........................................................ 50 characters maximum
· Family ............................................................... 20 characters maximum
· Field User ........................................................ 20 characters maximum
· Manufacturer .................................................. 20 characters maximum
· Unit ................................................................... 10 characters maximum
· Public price ............................................................. 0 to 9999999999.99
· Type of supply ............................................................................... 0 to 99
·
Currency
.............................. 3 imperative characters in capital letters
· Handing-over ................................................................................. 0 to 95
· Unit time .................................................................. 0 to 9999999999.99
· Type of personnel ......................................................................... 0 to 99
The field “Given” is not accessible
in the bases comprising from the external handing-over. Indeed, in this type of
bases, the handing-over lie in a file common to all the bases of the repertory
named “Remises.rem” and accessible by the
function “Management from the handing-over” of
small “the Data”
The bases at forced selling prices comprise in
more the following field:
· Selling price forced ............................................... 0 to 9999999999.99
In this field, a zero value means selling price
not forced. To force the value with zero, enter the value -1.
The bases
with wide fields lay out in addition to the following fields:
· Coefficient on supply .................................................................. 0,1 to 5
· Coefficient over time ................................................................... 0,1 to 5
· Comment ....................................................... 255 characters maximum
· 60 free fields .................................. -999999999.99 to 9999999999.99
· 5 linguistic fields .......................................... 255 characters maximum
The fields coefficients on supply and
coefficients over time appear only if you pressed the buttons 
. If these fields are not posted in
the base (case by defect), the operations of recording and reading of the base
do not take into account the corresponding values. Press these buttons only if
you have to store these coefficients in base.
The 60 free fields are numerical fields in
which you can store very given coming from the free columns of the minutes. The
correspondence is not carried out by the position of the column but by its
name. Thus, if a field is named “unit Weight” in the base and also “unit Weight”
in the minutes, the correspondence will be established with the reading as with
the recording whatever the respective positions of these fields in the minutes
or the base. To determine the name of a free field, place the cursor on its
heading and click on the button 
.
The 5 linguistic fields enable you to store the
translation of the wording of your bases in several languages. To define a language,
click on the heading of a field and click on the button . You will have to then choose the
language in a list.
When several languages are used in a base, a
drop-down list allowing for choice of the language appears in the bar of menu
of the manager of articles in standard view.
To update an estimate in a language different
from that used for the importation of the articles. Select the language of the
estimate via small “the Options of data” of
small “the Options” and bring up to date then
the estimate starting from the multilingual bases via the function “To bring up to date all the estimate” or via the
function “To update line” according to whether
you wish to operate total or partial translations.
If you wish
to create a new article, to click on the button 
, and modify it characteristic of
the article created.
To destroy
an article or a selection of article, select the articles to be destroyed while
placing the cursor in the left edge of the window by pressing some the left
button, then click on the button 
. For désélectionnez
the articles, use the same procedure.
The edition
mode also makes it possible to optimize the base, i.e. as well as possible to
reduce its size and manner to guarantee optimal access times. To optimize a
base, click on the button 
. This operation can also be carried
out starting from small “the Tools” without having to open the base as a
preliminary.
Creation or edition of a tree
structure
To create
or publish the tree structure of a deprived base, it is enough to place the
base in standard view (), to press the set knob of the tree
structure (
) and to then press the button of
edition of the structure (
). The editor of structure
presents himself as follows.
In the
example above, we used the “Field User” of the data base to build the tree
structure. The “fields users” will thus have, in this base, form X 00 000
follow-ups of a sequence number or a succession of characters.
Thus, code A 01 002 001 will belong to “Heating water gas” and the code B 01 003 will belong to the “Electrical equipment boxes”. Here the form of the tree structure thus created.
If you wish
it, you can use Microsoft Excel to create or modify your tree structures by
using the suitable buttons of the editor of structures. However, in such a
case, we advise you to export as a preliminary an Excel document rather
starting from Quick Devis® Enterprise Edition
than of to create one of them completely. This method guarantees that there
will be no error of format in the document to import.
You can
also employ the function “Conversion into base D” articles'
of small “the Data” which makes it possible to create bases of articles while
automatically generating their tree structure starting from Microsoft Excel™.
Note: The tree structure of bases
Internet being imposed by the manufacturers, it is not allowed to publish the
tree structure of this basic type.
Assumption of responsibility of
documents Microsoft Word™
The manager
of articles allows to store documents Microsoft Word™
associated with the articles. This with an aim of carrying out technical specifications
for example.
You can
reveal the Word™ document of an article
while clicking on the button 
. To record the document, it is
enough for you to click on the list of the articles or to leave the manager of
articles.
The Word™ document can be transferred in the minutes
to the moment from the importation from the article. For that, notch the box “To import MS Word document” appearing with the bottom
of the manager of articles in standard view. The statute of this box is stored
in the user profile so that you do not have to notch it with each opening of
the manager.
Assumption of responsibility of
tables of calculations
The manager
of articles supports tables of calculations which can for example be used to
calculate the prices, times, the handing-over or the quantities of the
articles. This function will be particularly useful if you need to vary the
price of an article according to economic constraints stored in the aggregate variables
of an estimate or if you need to calculate the quantity of an article according
to technical criteria.
To reveal
the table of calculation, click on the button 
. The operation of the spreadsheet
is described in the chapter the tables of
calculations of the minutes.
Export of a base of articles towards
Microsoft Excel
To export
the contents of a data base towards Microsoft Excel, click on the button 
, starting from standard posting () or of posting for edition (). Quick
Devis® Enterprise Edition then proposes to you to specify what you wish
to export.
You can
export the whole of the articles of the base, only those which correspond to
the filter that you set up (*XM*
example) or only the articles that you selected. The function launches
Microsoft Excel automatically and posts a standardized screen which can then be
modified under Microsoft Excel and be reconverted in base Quick Devis® Enterprise Edition through the
function “Conversion into base D” articles'
of small “the Data”.
Note: for reasons of data protection
against the copy, bases Internet cannot be completely exported. This function
is thus reserved at the private bases.
Functions of the manager of articles
The
functions accessible by the menus are here detailed:
This function
makes it possible to open a base of articles in the posted manager.
This
function makes it possible to insert the current selection in the lines which
precede the line on which the cursor in the minutes is. The function as many
inserts lines as of selected articles.
This
function makes it possible to insert the current selection in the minutes by
replacing the selected lines or, if there is no selection in the minute, the
function then replaces the line on which the cursor is.
If no
article is selected in the base with the call of the function, it is the
article on which the cursor is which will be taken into account.
This button
makes it possible to remove any selection of articles in progress.
These
buttons respectively make it possible to post the base in mode take care,
reduce, standard and edition.
Posting and edition of the tree structure 
These
buttons respectively make it possible to post the tree structure on the left of
the base of articles and to publish this tree structure. The method to be used
to create a tree structure is described in the Création
chapter or edition of a tree structure.
The tree structure can be published only in “Standard” view because it does not
appear in mode “Edition”.
To export basevers ms Excel™ 
This
function makes it possible to export the totality of the base of articles
towards a file Microsoft Excel™. The
function exports in the format used as footbridge i.e. you can use this format
to recreate a base of articles via the module of conversion into data bases.
You can, by
notching the adapted boxes, to export the articles which answer the filter in place
(all articles by defect) or only one selection of articles which you will have
carried out as a preliminary.
This
function makes it possible to carry out modifications on the various fields of
a base of articles by formulating requests. Its operation is described in the
chapter the query language.
This function
created a virgin new article carrying the wording “new article”.
This
function deletes the selected articles of the base. To select articles, use the
side selectors being with the left of the manager of articles.
To optimize the base of articles 
A base of
articles can often be optimized in terms of size and access time because the
free sites left by the destroyed data occupy unnecessarily of the place on the
disc.
To optimize
the opened base, it is enough to invite you this function.
By safety,
this function always carries out a copy safeguards named Sauvegarde <nom of
the base> of the <date and heure>.
It is
imperative that the base is completely accessible to carry out an optimization.
If a user is connected, an error message will appear.
To lock the articles with the importation 
If this
button is inserted and that articles of the base are imported in an estimate
whose statute of the articles/groups is locked, the user will be able to modify
only the columns authorized in the minutes.
Defer to
the chapter “Options of safety” of small “the Options” more.
To recognize the articles by their reference 
By defect,
in the bases without external handing-over, the articles are recognized by
using their 5 key fields. If you insert this button, the articles will be
recognized by their reference only. More defer to the chapter the data model on the modes of recognition of the
articles.
Editer the table of calculations of the
article 
This button
gives access the table of calculation of the article. More defer to the chapter
the tables of calculations of the minutes.
To destroy the table of calculations of the article 
This button
makes it possible to remove the table of calculation of the article on which
the cursor is.
Editer the document Microsoft Word™ of the article 
This
function makes it possible to post a document Microsoft Word™ which will take seat in the article.
The
document Microsoft Word™ is recorded
automatically when you click on the table of the articles or when you close the
manager of articles. A check box appearing in the low zone of the window in
standard mode makes it possible to import this document parameterized in the
minutes.
To remove a Word™
document 
This
function removes of an article a document Microsoft Word™.
To mask the fields languages not used 
This
function makes it possible to mask the columns of the fields languages not
named.
To mask the extended fields not used 
This
function makes it possible to mask the columns having not named extended fields.
To name a wide field or a linguistic field 
This button
makes it possible to give a name to a wide field or to assign a language to a
linguistic field.
To remove the name wide field or a linguistic field 
This button
makes it possible to remove the name with a wide field of a linguistic field.
To take into account the coefficients
These two
buttons respectively make it possible to indicate that the base must take into
account coefficients on supply and the coefficients over time. If these buttons
are in a hurry, the operations of recording and reading of the base will take
into account the corresponding values.
Press these
buttons only if you have to store these coefficients in base.
To open a
base of groups in the manager, you can double click on his name or click on the
button “To open” after having positioned the
cursor on the name of the base. The bases of groups appear in fat in the list.
The manager
of groups is intended to post the bases of groups and to allow of it the edition
and insertion in the estimates.
A group is,
by definition, a whole of articles. The articles referred by a group must
imperatively appear in physical bases. These articles can contain prices, times
or any type of technical data.
A group
contains only references towards the articles which make it up and it
associates each one as of the its articles a quantity which can possibly be the
result of a calculation. The groups thus do not contain a price. It is about
purely technical sets which are developed only at the time of the importation
in the estimates.
A group can
contain to the maximum 5.000 lines and a base of groups up to 65 536 groups.
However, for reasons of performances of posting to the loading, it is
disadvised using bases containing more than 2 500 groups. Cut out your groups
in several bases if you have more data to manage.
It is
complete posting, in mode “reading alone”. The groups can be posted in
arborescent mode like above one in mode lists like below.
To pass
from a view to the other, click on the button 
.
Searching functions
To carry
out a research, enter simply the first characters of the article to seek in the
box text which is next to the “Made out” button. Consequently, at each entry of
a new character the cursor of the manager of groups comes to position on the
group nearest to the entered criterion.
If you need
to rather make research on the reference than on the wording, it will be enough
for you to click on the heading of the column of the new classification to
cause an immediate reclassification of the data base. You can also change the
classification into clicking on the “Made out” text which becomes successively
“Reference then” then “(Tree) Reference”. This last mode classifies the base
according to the tree structure.
In mode
“Posting arborescent”, you can employ the tree structure. This structure always
carries on the key of classification “Reference”. You can create yourself your
own tree structure (see low in this chapter).
To find one
or more particular articles according to a key word which is not necessarily
the beginning of the wording or the reference of a group, classify the base
according to the criterion of your choice and enter a filter the box text to
this end envisaged. Validate by pressing the key <enter> at the end of
the seizure.
Quick Devis® Enterprise Edition then posts with the screen only the groups which correspond to the
entered criterion. If you had selected articles as a preliminary, the selection
will be lost.
The syntax
of the filters allows the use of the following characters:
- any character or quantifies or
continuation of characters or continuation of figures
- ? any character or quantifies
single
- # any single figure
- [X there] any figure ranging
between X and y (X and included there)
- [A-Z]
any character or quantifies included/understood between A and Z (A and Z
included)
- [! X there] any figure except
those ranging between X and y (X and included there)
- [! A-Z] any character except those ranging between A and Z (A
and Z included)
Here some
applicable examples when the base is classified by “the Wording”:
- *XM* (renvoie tout groupe contenant ‘XM’ dans son libellé)
- Relais
2## V* (renvoie tout groupe commençant par ‘Relais
The valid
filters (those which return groups) are stored in the list of the last filters
called (in the same box text).
Only the
last 25 filters used appear in it in the box text. If you enter from there
26th, 1st list is automatically unobtrusive.
Window’s sizes
It is possible
to as many open with the screen managers of groups than the memory of your
computer can support some. This function is particularly practical when you use
several bases of groups regularly simultaneously.
To open one
second base of groups, click again on the button of the bar of menu of the principal
window and select another base. You can, if you wish it, also open this manner
several authorities of the same data base to insert a group within an other for
example.
If, instead
of clicking on button of the bar of menu of the principal
window, you click on the button of the manager of groups opened, the
new base opens in the manager of groups and either in the shape of a new
window.
This
possibility of opening a significant number of data bases often forces to
reduce the size of it so that they do not occupy all the screen. With this
intention, you have several buttons:
- who allows to reduce the window to a size
letting appear only the column of classification selected (in this mode, one
passes from one classification to the other with the keys <Flèche gauche> and <Flèche droite>.
- who allows to reduce the window to a
simple bar of menu, not offering any visibility of the groups (put in base
day before)
- who allows to return to standard posting.
In this mode, you can redimensionner
the window by stretching it and to move the bar which separates the list
from the groups of those of the articles which make the group.
- who allows to post the base in full
screen, at ends of edition
When you
close the manager of groups, Quick Devis®
Enterprise Edition memorizes these parameters as well as the position of
the window, its size, the key of classification, etc… so that, with the next
opening, the base has the appearance in which had left it to you.
Inserting groups in detailed view
The
insertion of groups in the minutes is possible in the modes standard () and reduced () only.
To insert a
group, you can simply position the cursor above and slip the article on the
line of minute of your choice.
You also
can click on the button which will cause the insertion of
the group to the top of the line of minute on which the cursor in the minute
is.
If you
press the button , the group will then be inserted to
replace the line on which the cursor in the minute is or, to replace the
selection of line carried out in the minutes if necessary.
If you wish
to insert a multiple selection of groups, you will need, in the manager of
groups, to select the groups one by one entering the selection. With this
intention, you can double click on the groups or to press the key spaces. Use
the same operation for désélectionner the
groups. This operation of multiple selections is not available for the groups
comprising of the worksheets.
You can
also enter directly of the quantities the manager of groups to avoid having to
do it in the minute by positioning the cursor on the group and by maintaining
the key <CTRL> inserted while you seize
the quantity. The fact of affecting a quantity causes the selection of the
groups automatically.
The
selections of groups can be inserted in the minutes with the same methods as
the groups simple (to slip, insert and replace ).
Note: to deselect all the groups in only
one operation, click on the button .
When a
group was imported in the minutes, it is not recognized any more as a group but
simply like a whole of articles. If you wish that a group behave like such
after being imported in the minutes, it will be necessary for you to select the
lines which make it up in the minutes and to group them using the function “To group with L” impression'
small “Edition”. You can make
so that this statute is automatic by notching the suitable boxes of the
function “Options of data” of small “the Options”. When a group appears grouped in the
minutes, the modification of the quantity of group involves the modification of
the quantities of the articles which make it up.
A group can
appear “grouped” only if it were imported with its line of title. This option
is also available in the function “Options of data”
of small “the Options”.
In the
minutes, a group is regarded as being the child of the group which precedes it
since the two groups appear grouped and are followed without white line of
separation. In this case, the modification of the quantity of the relative
group can involve the modification of the quantities of the child group
(according to the choice made by the operator at the time of the seizure of
quantity)
When you
put at zero the quantity of a group appearing grouped in the minutes, the
quantities of all its articles also pass to zero and you thus cannot any more,
to later on affect correct quantities by changing the quantity of the group
simply because it is not then possible any more to make a calculation of ratio
which would make it possible to determine the new quantities.
For this
reason, it is advised to place in your estimate a named reserved free field [Qté per unit] (with its hooks). In
the presence of such a field, Quick Devis®
Enterprise Edition will automatically place the valid quantities of
articles for a unit of group in this column. It will be thus always possible to
calculate the resulting quantities of articles when you modify the quantity of
a group. This column is never visible when the groups are posted in “Grouped”
mode (button 
of the minutes).
Editing databases
To pass a
base of groups in mode “Edition”, click on
the button . In this mode, you cannot insert
groups.
Let us
recall that you can also create, modify or insert articles directly in the
minutes of an estimate then to record them in a group by inviting the function
simply “To record a group” of small “the Data”. This constitutes an alternative generally more
effective than the direct edition of the bases of groups.
After mode
switch-over edition, the base appears in full screen with the following bar of
menu.
You can
then directly publish all the fields while entering there of the data. You can
double click or press the F2 key to
publish a field. However, this method is not recommended because you are likely
badly to set up the references allowing to find the articles.
The best
method consists in opening in reading mode the base of articles which contains
the articles to be referred and operating a simple operation to slip/to deposit
towards the list of articles of the group in the course of edition. You also
can in the same manner of inserting groups coming from the same base of groups
or another in the list. In this case, the groups appearing in the list will be
the children groups of the published group and their contents will thus be
imported with each importation of the relative group.
Note: Take care when you create slip of
the children groups into a relative group so that one of the child groups does not
call itself the relative group. You would have a recursive procedure then that Quick Devis® Enterprise Edition could detect
only by one overflow of capacity. It generates an error message when one tries
to import more than 5 000 articles in only one operation.
If you
choose to publish the fields manually, take care to respect the awaited
formats:
- Quantity ................... -999999999.9999999 to 9999999999.9999999
- The wording .................................................. 250 characters maximum
- Reference ........................................................ 50 characters maximum
- Family ............................................................... 20 characters maximum
- Field User ........................................................ 20 characters maximum
- Way ................................................................................................. 1 to 10
- Base source .................................................... 35 characters maximum
- To import MO or not ............................................................................. 0ui
If you wish
to create a new group, to click on the button , and modify it characteristic of
the group thus created in the list of left. You can also create a new group by
copying the contents of an existing group, to carry out a similar group for
example. With this intention, place your cursor on the group to be copied and
click on the button 
.
To destroy
a group, place your cursor on its name in the list of left and click on the
button .
The column
“To import MO” makes it possible to determine if when one imports an article
starting from a group, one also imports his times and types of labor. This
functionality is very practical if you rather estimate the exposure times of
the groups at the total level than on the level of the articles which composes
it. In this case, you will register “NOT” like value on the lines of the
articles and you will add an article of installation to the group which will
contain a total time then.
When the
articles are inserted via the group, they will come without individual time but
with a total time whereas when they are inserted unitairement
(starting from a base of articles), they come with their individual time.
The edition
mode also makes it possible to optimize the base, i.e. as well as possible to
reduce its size and manner to guarantee optimal access times. To optimize a
base, click on the button . This operation can also be carried
out starting from small “the Tools” without having to open the base as a
preliminary.
Creating or editing a tree view
structure
To create
or publish the tree structure of a base of groups, it is enough to place the
base in edition mode (), to press the set knob of the tree
structure () and to then press the button of
edition of the structure (). The editor of structure
presents himself as follows.
The tree
structure is always based on the reference of the groups. In the example above,
the groups whose reference starts with 20060303 will be placed in the referred branch
200603 itself placed in the branch
You can use
the buttons “Export ms Excel” and “Importation ms Excel” to recover lists
starting from Microsoft Excel™. Take care
in this case to respect the screen awaited by the function, the best solution
consists to export a screen, to fill it under Microsoft Excel™ and to reimport it.
Embeded spreadsheets (groups with
their own calculations)
The group
being a whole of articles bound by quantities, it is by linear defect i.e. if
you do not multiply two the quantity of the group to be essential, Quick Devis® Enterprise Edition will multiply by
two the quantities of each article which makes the group.
However, in
certain cases, a linear logic of this type is insufficient to model a
calculation. One could for example have to calculate volumes of sand and ground
according to a width and a height of trench.
For that, Quick Devis® Enterprise Edition enables you to
place a sheet of spreadsheet in a group. To insert such a sheet, click on the
button 
after having passed the group in
edition mode. You will then have a sorter of the Excel™
type comprising two miters: a miter “Quantities” in which you will be able to
create the user interface and to carry out your calculations and a miter
“Articles” which contains the list of the articles and which functions exactly
like a group without worksheet.
After
having carried out your calculations, it will be enough for you to defer of
them the results in the column “Quantity” of the miter “Articles” by simple
formulas. You can for example import an article rather than another according
to selection criteria by using conditional formulas.
The
formulation is of type Excel™ and the
majority of the functions are supported.
When you
import in the minutes a parameterized group, only the lines having a quantity
are imported. So you can there place for example all the articles of a range
and automatically select one of these articles according to criteria of
calculations.
In our
example, the drop-down list appearing in C17
returns in B25 the text which appears
there. The formulas placed in C27, C28 and C29
place the quantity calculated in the correct cell according to this type.
The various
computed values appearing in lines 18 to 29 of the column C, are deferred in
the miter “Articles” on the column “Quantity”.
You do not
need to record your modifications, the simple fact of closing the base or to click
on another group records the document. You can use the functions of importation
and export towards Microsoft Excel™ to
recover existing data.
Passing paramteers from a parent
group to a child group
When you
use groups with worksheet, it can be interesting to transmit to a child group
as data input, certain cells of the relative group which calls it. All alone
the child group called having to expose its traditional interface of parameter
setting.
To carry
out this operation, insert the child group in the list of articles of the
relative group by operating an operation to slip/to deposit starting from one
second base or of a new authority of the same base.
Specify
then in the columns of right-hand side, on the line of the child group, which
is the column which contains the data sources in the relative group and which
is the column which will contain the target data in the group child (AD and AE in our example).
Parameterize
then your relative group so that the data devrant
to have passed to the child group appear in column AD.
This zone of
communication which contains 499 cells will be automatically copied at the time
of the importation in column AE of the
child group. It is enough for you then to conceive the child group so that it
takes his data sources in his column AE.
If the
child group is called only, column AE will
be empty and no data will thus appear in the boxes to fill on the interface of
parameter setting. The user will then be invited to seize the data input. If,
on the other hand, the group is called starting from the relative group, these
boxes to interface it will be automatically filled via column AE.
Functions of the group manager
The
functions accessible by the menus are here detailed:
This
function makes it possible to open a base of groups in the posted manager.
This
function makes it possible to insert the current selection in the lines which
precede the line on which the cursor in the minutes is. The function inserts
lines as many as necessary to accept all the selected groups.
This
function makes it possible to insert the current selection in the minutes by
replacing the selected lines or, if there is no selection in the minute, the
function then replaces the line on which the cursor is.
If no group
is selected in the base with the call of the function, it is the group on which
the cursor is which will be taken into account.
This button
makes it possible to remove any selection of groups in progress.
These
buttons respectively make it possible to post the base in mode take care,
reduce, standard and edition.
Posting and edition of the tree structure
These
buttons respectively make it possible to post the tree structure of the base in
the place of the list of the groups and to publish this tree structure. The
method to be used to create a tree structure is described in the Création chapter or
edition of a tree structure.
To import a list of groups to format ms Excel 
This
function makes it possible automatically to import a list of groups in the
minutes starting from a file Microsoft Excel™
containing the references, the quantities and possibly the wording of the
groups to be imported.
It will be
particularly useful to create footbridges with software of CAD which generate
lists of “macro elements” which must be broken up to be evaluated under Quick Devis® Enterprise Edition.
With the opening
of the file, you will have to indicate to Quick
Devis® Enterprise Edition where are each column to take into account in
the file.
If the
opening of a file Microsoft Excel™ is
refused to you by the function, it is probable that elements like macros or graphs appear in the file. These
elements are not supported by the function. In such a case, carry out one to
copy/to stick values under Microsoft Excel™
in a new sorter and start again the operation.
When the
file is posted with the screen, you should specify the site of the columns.
Place the cursor on the heading of column to be defined (in line 1) and click
on the button “To change the name of the column” or double click on the cell.
Select then the name of the corresponding field and validate.
To remove
the definition of a field and to make so that it is not taken any more into
account, place the cursor on the heading and press the key <SUPPR>.
After having
defined the columns, select the lines to be imported and click on the button “To import the selected groups”.
Note: the positions of the columns are
preserved so that you do not have to redefine them with each importation.
.
Editing the group’s Microsoft Word™ document
This
function makes it possible to post a document Microsoft Word™ which will take seat in the group. This document can contain
data which allow its automation at ends of information of technical
specification for example.
All the texts specified between accodances {} are
regarded as being fields to be informed. Here some examples of the formulation:
- {RQV-12} returns the
quantity of the article coming in 12th position in the group in figures (Row Quantity Value)
- {RQW-7EN} returns the
quantity of the article coming in 7th position in the group in letters (Row Quantity in Words) in English language (IN)
- {CET-G19} returns the
text present in the G19 cell of the
miter “Quantities” (Cell Text G19)
- {CEW-AX22FF} returns the
value present in cell AX22 of the
miter “Quantities” in letters (Cell
in Words AX22) in French language
France (FF)
The languages available for the sums in letters are FF
(French France), FS (French Switzerland),
BFR (French Belgium), IN (English), OF (German) and IT (Italian)
Evitez in your documents
to employ styles (titer1, titer2…) if not they will appear in the synopsis
of your summary. The overlap of your text will be automatically specified
according to the station to which it belongs in the summary. It is thus useless
to change the setting into page in the document appearing in the group.
The
document Microsoft Word™ is recorded
automatically when you click on the table of the group or when you close the
manager of groups. A check box appearing in the low zone of the window in
standard mode makes it possible to import this document parameterized in the
minutes.
This
function removes of a group a document Microsoft Word™.
Export whole database to Ms Excel™
This
function makes it possible to export the totality of the base of groups towards
a file Microsoft Excel™. By defect the
function exports in the format used as footbridge i.e. you can use this format
to recreate a base of groups via the module of conversion into data bases. In
this screen, the data relating to the articles (located at the right-hand side
of the sheet) are optional and are not used to create a base.
You can, by
notching the adapted boxes, to export the groups which answer the filter in
place (all groups by defect) or only one selection of groups which you will
have carried out as a preliminary.
The
function also makes it possible to generate a screen Microsoft Excel™ mentioning the prices and times and
carrying out totals of these values for each group. With this intention, it
will read with one these values in the bases of articles called by each group.
This
function does not export the table of calculations which can be present in each
group but only one summary table.
Export current group to Ms Excel™ 
This
function makes it possible to export towards Microsoft Excel™ the sorter of calculation which appears in a parameterized
group. The function exports the miter “Quantities” as well as the list of the
articles.
The check
boxs and drop-down lists being animated by Quick
Devis® Enterprise Edition, they are not supported
under Microsoft Excel™ and are thus not exported by the function. Yew you have such objects to use, build under Quick Devis® Enterprise Edition after having
imported your Excel™ documents.
Import a groupe from Ms Excel™ 
This
function makes it possible to import starting from Microsoft Excel™ a group made up of a miter “Quantities”
and a miter “Articles”. It is highly disadvised building this type of documents
starting from Excel™. The best solution
consists in exporting a document starting from Quick
Devis® Enterprise Edition, modifying it under Excel™ and reimporting the unit modified by using the function.
The
document to be imported should contain neither graphic object, nor reference to
external sorters without what Quick Devis®
Enterprise Edition will refuse to import it or will not matter that the
worksheets, without graphic elements.
This
function created a new virgin group carrying New wording the “groups” and the
poster.
This
function created a new group by duplicating the group on which the cursor is.
It names this New group “groups” and posts.
This
function removes the posted group of the base. It also withdraws all the
references which it contains in articles or groups.
This
function deletes the article on which the cursor is. No message of confirmation
is required.
Seek article in it’s original database 
This
function makes it possible to open the base containing the article or the group
on which is placed the cursor in the list of right-hand side and to select
there the article or the group thus pointed. This makes it possible for example
to replace an article by another quickly.
To optimize the base of groups
A base of groups
can often be optimized in terms of size and access time because the free sites
left by the destroyed data occupy unnecessarily of the place on the disc.
To optimize
the opened base, it is enough to invite you this function.
By safety, this
function always carries out a copy safeguards named Sauvegarde
<nom of the base> of the <date and heure>.
It is
imperative that the base is completely accessible to carry out an optimization.
If a user is connected, an error message will appear.
To check the integrity of the base 
This
function makes it possible to check the integrity of the current group or the
whole of the groups of the complete base. This checking consists of a control
of the presence of the bases of articles and groups referred as well as
presence of the articles and groups in these bases. A precise anomaly report
appears after execution of the function.
This
drop-down list makes it possible to post with the bottom of the manager of
groups the zone where the characteristics of the group in progress are
registered.
This zone
allows, in addition to the visualization of the data of the group, to specify
the criteria of recognition of the articles coming from bases which are
identified by the whole of their fields (and not of the bases which identify
their articles by their reference such, the Web bases). This can make it
possible for example to find articles whose wording changed while being based
only on the other criteria. In such a case, not the box would not notch “Made
out”. The boxes all are notched by defect.
The zone
also makes it possible to specify if the tables or the documents Microsoft Word™ present in the articles or the groups must
be imported in the minutes. These four check boxs are memorized in the user profile
in fact that they are always in the position in which the user left with the
reopening of the base.
A specific
zone text makes it possible to indicate a price forced for the group. In such a
case, this value is imported in the columns “forced unit Price” of the minutes,
on the line of title groups since you notched the suitable box of the miter “Options of data” of small “the Options”.
This
function defines the print area per defect selected as a preliminary in the
miters of the worksheet or in the list of articles of a group without
worksheet.
This function
makes it possible pre to visualize the impression according to the zone in
progress.
This
function prints according to the print area in progress and makes it possible
to select the printer.
This
function makes it possible to define the parameters of page-setting. These data
are stored in the worksheet of the group.
This
function cancels the last operation carried out in the worksheet of a group. It
does not make it possible to cancel an insertion or a destruction of articles.
To cut/To copy/To stick/To erase 
These
functions respectively make it possible to cut, copy, stick and erase the
contents of the cells selected in a worksheet.
These
drop-down lists make it possible to determine the name and the size of the
police force of the cells selected in a worksheet.
These
buttons respectively make it possible to boldface, to put in italic and to
underline the data contained in the selected cells of a worksheet.
These
buttons respectively make it possible to define the color of make and the color
of police force of the selected cells of a worksheet.
These
buttons respectively make it possible to align on the left, center and align on
the right the contents of the cells selected in a worksheet.
This button
makes it possible to center the cells selected on several columns. Always
prefer this solution with a fusion of cells because it guarantees that the
referencing of a cell corresponds well to its visible position.
This
function makes it possible to define the options of horizontal and vertical
alignment of the selected cells of the worksheet.
This
function makes it possible to define the edges of the selected cells. It is
disadvised for reasons of compatibility with the forms of colors using thick
types of edge unless using only one white zone, without specific working.
This
function makes it possible to format the numbers of the selected cells. The options
of formatting are similar to those of Microsoft Excel™.
Management of the lines and columns 
These
buttons respectively make it possible to insert lines, to insert columns, to
destroy lines and to destroy columns. They apply to the selected lines or
columns.
These
buttons respectively make it possible to adjust the height of the selected
lines and to adjust the width of the selected columns. Place the values at zero
to mask lines or columns.
This
function makes it possible to define the statute of locking of the cells
selected in a worksheet. The cells are actually locked only in standard view,
never in posting for edition.
This
function makes it possible to define the last column and the last visible line
by the user in a worksheet. The function has a visible effect only in standard
view, never in posting for edition.
This button
makes it possible to seek and replace data in a worksheet.
This
function posts the list of the aggregate variables available in the active
estimate. It makes it possible to stick these variables in cells so as to
define a specific behavior of the groups according to the estimate in which the
data must be inserted.
This
function makes it possible to register an aggregate variable starting from a
group. The aggregate variables thus registered are those of the estimate in
which the group is imported and the inscription is carried out at the time of
the importation.
This
function reveals cells in AA1, AA2 and AA3
which enable you to set up the apparent units, quantities and wording. This
makes it possible for example automatically to determine the wording according
to the results of a calculation.
If cells AA1, AA2 or
AA3 contain data, it is they which will be
substituted for the units, quantities and made out group at the time of the
importation. In the contrary case the source data will be used.
This
function makes it possible to insert an object “check box” in a worksheet. To
insert a check box, click on the button and click on a point of the sheet,
then, while maintaining the button left of the mouse inserted, move the cursor
towards another zone and slacken the button.
To activate
the parameter setting of a check box, maintain the key <CTRL> inserted and click on the object. Click then on the
right button of the mouse to reveal the table below:
In the
miter “Name” it is not useful to name your
object. In the miter “Options”, specify the
cell in which you wish to place the result of the check box. A6 example.
You will
then recover in the cell the value “TRUTH” when the box is notched and “FALSE”
in the contrary case.
To
decontaminate the parameter setting of a check box and making it operational
for the user, click simply on the table of calculations, apart from the zone
where the object is.
This
function makes it possible to insert an object “drop-down list” in a worksheet.
To insert a drop-down list, click on the button and click on a point of the sheet,
then, while maintaining the button left of the mouse inserted, move the cursor
towards another zone and slacken the button.
To activate
the parameter setting of a drop-down list, maintain the key <CTRL> inserted and click on the object.
Click then on the right button of the mouse to reveal the table below:
In the
miter “Name” it is not useful to name your
object. In the miter “Options”, specify the
cell in which you wish to place the result of the drop-down list. P6 example.
You will
then recover in the cell an ordinal value function of the element selected (0,
1, 2, 3…) or a value text if you notch the box “To
assign like text”.
The list of
the various elements appearing in the drop-down list must appear with a
separator of the type not comma in the zone “Elements”.
It is not possible to define this list of elements starting from the worksheet.
To
decontaminate the parameter setting of a drop-down list and to make it operational
for the user, click simply on the table of calculations, apart from the zone
where the object is.
This
drop-down list makes it possible to define the value of zoom of the worksheet.
This value is stored in the group.
Quick
Devis® Enterprise Edtion proposes a glossary which behaves like a giant
clipboard with 1’000 memories. It should not be regarded as a database. Each
memory can store up to 10’000 rows.
To write
data in the glossary, select the rows to be recorded in the detailed view and
call the glossary. When rows are selected, the glossary opens in “writing” mode
so you just have to select the memory number in which you wish to store your
selection and click the “Write in glossary” button.
Only the
first line of each selection copied appears in the glossary. The glossary
contains all the columns appearing in the detailed view, including the masked
columns.
To insert
data from the glossary in the detailed view, call the glossary without
selecting any row first, indicating that the glossary must be open in “reading”
mode. Select the memory which contains the data to be inserted and click the
“Insert in estimate” button .This will insert all the lines appearing in the
selected memory.
The data of
the glossary are preserved on the disc and are stored in the user profile. Thus
several users of the same computer can have different glossaries.
You can
create as many glossaries as you wish clicking the “Save glossary” button and
providing a name. This name will then appear in the glossaries list and you
will be able to switch from one glossary to another by simply clicking the
list.
To remove a
glossary, click the “Remove a glossary” button and select the glossary to be
deleted.
To clear a
memory in a glossary, select the desired memory number and click the “Remove
from glossary” button.
The
glossary being simply an advanced clipboard, it does not include data updating
functions instead of the Internet databases. So if you paste data from a
glossary memory after one year, you will get in your detailed view the data at
the date where insertion in the glossary was made. If these data come from
articles databases, you may want to update them using the “Update rows”
function.
If you need
to read or write the glossaries from external programs, you must know that the
glossaries are stored in files having a .GLO suffix and use the Microsoft
Access format.
Defining prefixes
lets you quickly import data coming from the databases in the detailed view
without having to open the databases first. The method used is described in the
function “Replace by the article whose reference is mentioned”.
To define
prefixes, call the function:
Set up searching
prefixes “Data” menu
The prefixes can be entered clicking delicately
on the text to edit the “Prefix” column. Then, Type 3 capital letters or 3
digit code prefix. You can assign prefixes to your own databases. For public
databases, prefixes are generally suggested.
When prefixes are set, click the “Ok” button to
record them. You can restore the default prefixes clicking the “Reset” button.
Note that the path number is always #9, which
corresponds to the only definable path in Quick Devis® Enterprise Edtion. If
you need more paths for you databases, consider using Quick Devis® Enterprise
Edition.
Quick Devis® Enterprise Edition has a tool
able to make modifications of scale in an estimate or a base of articles. It
makes it possible to specify the range of the modifications and to operate all
types of modifications thanks to requests in open language.
When you call the function, a mask of request appears. If the function
is called without preliminary selection in the minutes or if it is called
starting from a sight different from the minutes, the request by defect is: IF; and remains to supplement.
If the function is called as from the minutes and that lines of minute are
selected, the request pre is written so that only are taken into account the
selected lines.
To create, your requests, you have of the fields, the conditions and the
following operators:
Champs
[Numéro_de_ligne]
[Description]
[Unité]
[Quantité]
[Prix_unitaire]
[N°_de_monnaie]
[N°_type_de_FO]
[Remise]
[K_négociation]
[Montant_total_FO]
[Temps_unitaire]
[Unité_temps]
[N°_type_de_MO]
[Coeff_sur_temps]
[Temps_total]
[Montant_total_MO]
[PR_total_ligne]
[Fournisseur]
[Référence]
[Famille]
[Champ_utilisateur]
[Date_MAJ_article]
[Date_MAJ_ligne]
[Base_d'articles_source]
[Prix_Unit_Forcé]
Which all the possibly definite free fields are added.
Conditions
- > Vrai if the value which precedes is higher
than the value which follows
- < Vrai if the value which precedes is lower than
the value which follows
- = Vrai if the value or the character string which precedes is equal
to the value or the character string which follows
- <> Vrai if the value or the character string
which precedes is different from the value or the character string which
follows
- AND And logic, makes it possible to connect the
conditions (maximum 4)
- OR Or logic, makes it possible to connect the
conditions (maximum 4)
- THEN key Word of end of condition
- Vrai CONTAINS if the
chain which precedes contains the character string which follows
- COMMENCE_PAR Truth if
the chain which precedes starts with the character string which follows
- SE_TERMINE_PAR Vrai if
the chain which precedes finishes by the character string which follows
Operators
+ Operator of addition of numbers
or concatenation of chains
- Operator of subtraction of
numbers
X Operator of multiplication
of numbers
/Operator of
division of numbers
= Operator of equality of
chains or numbers. This operator is identical to that placed in the list of the
conditions
; Symbol of end of request;
Indicate that the request is finished
Verbs
EFFACER_LIGNE Erases all the fields of
the line for which the condition is true
TO BRING UP TO DATE Lance a complete
actualization of the estimate
The listed fields correspond to the whole of the fields of the minutes.
You can make tests on all these fields. Syntax must be respected perfectly (not
of space, respect of the/capital letters tiny and put between hooks) without
what you will be informed by it by a message during the launching of the
request. To avoid any error of seizure, it is advised to employ the button
“fields” envisaged to this end and to take care to separate each term by at
least a space.
The query language is not “sensitive Box” i.e. that it does not
differentiate the capital letters from tiny in the contents of the fields or
the chains specified between quotation marks, for example “RtYU” starts with “RT”
or “RtYU” starts with “rt” are both truths.
On the other hand, the breakage of the operators, field names and
conditions must be respected.
You can seize in the same window up to 21 requests one after the other
by simply separating them by CR (carriage return) and by finishing them by a
point comma.
To avoid having to often seize the same requests,
you can record them and give the responsability them thanks to the suitable
buttons “To record the requests” and “To give the responsability of the requests”). The files
of requests can be placed on any local disk drive or network. They carry all
suffix .REQ.
Rather than to precisely develop all the aspects of the query language,
here a concrete example; Let us imagine that we wish to multiply by 27 the
quantity of the articles being between line 12 and line 71 of the minute
corresponding to item 1.9. The request can be formulated as follows:
IF [Numéro_de_ligne] > 11
AND [Numéro_de_ligne] < 72 THEN
[Quantity] = [Quantity] * 27;
It is necessary to have at least a space between each fields, operator
or condition without what an error message is transmitted with launching. Quick Devis® Enterprise Edition generates
messages clear and localized on the errors of syntaxes of its query language;
you can thus without risk register errors.
To launch a request, it is necessary to specify its range if that given
by defect is not that desired. For that click on the button “Carried”. If the
request is launched starting from a base of articles and not starting from an
estimate, the range is obligatorily the whole of the base.
To specify the range, double click on the station or connects on which
you wish to see applied the requests. If you doubles click on the first
station, in fact the whole estimate will be taken into account.
The range of the request is also stored in file .REQ so that you do not have to specify it systematically.
Click the button “To carry out” to launch the sweeping of
the estimate and the test of the requests. Quick
Devis® Enterprise Edition will then affect directly the lines answering
the conditions specified, according to your wishes.
Note: Verb EFFACER_LIGNE puts at white or with the zero
all fields of the specified lines but does not destroy these lines physically.
The verb TO BRING UP TO DATE must imperatively be alone
on its line (TO BRING UP TO DATE;)
and the first line of request or the last line of request occupies. In the first
case, the total actualization of the estimate is launched before the execution
of the requests. In the second, it is launched afterwards.
This verb is particularly intended for the automation of markets with
order or the form. Indeed, it will be easy for you to build requests which
modify the field [base_source] of an estimate so as to “point” sometimes on a
set of bases, sometimes on another. The verb TO BRING UP TO DATE will give the up to date estimate then consequently.
Before launching a request, it is desirable to
carry out a backup copy of your estimate by the order “To record under” or more
simply “To record”. However, if the requests are called as from the minutes, their effect
can be cancelled because the last operation carried out in the minutes can be
cancelled.
Quick Devis® Enterprise Edition proposes a mechanism intended for the follow-up of the estimates on one
or more computers. One understands by follow-up the recapitulation of the amounts,
of the dates and data technical and financial intended to carry out assessments
according to various criteria to be defined.
Explanations about the mechanism
Management
is carried out thanks to a dialog between the computers equipped with Quick Devis Enterprise
Edition and a data base being on a central waiter. This data base can be
consulted and configured using the module of management.
If you do
not have this type of communication to implement because you carry out little
estimate or simply because this management is entrusted to another application
within the framework of your company, you can then satisfy you to use the
simplified management of the estimates. The latter does not offer the
capacities of follow-up of the estimates but makes it possible all the same to
share a base of customers. It thus makes it possible to quickly inform the
principal fields which will be exploited in the states or the mails of accompaniment. More, defer to the chapter simplified
management, low in
this chapter.
The
mechanism implemented by Quick Estimate Enterprise Edition for the exchange with the
data base centralized figure below:
The bonds
between the computers are ensured through a local area network (LAN) and so require the division between the
various users of a unit being on the waiter.
If this operating
mode does not satisfy you and that you have need for bonds using the Internet
or that you wish to take into account a hierarchy of the personnel users,
contact your retailer who will be able to propose Projects
Monitor® to you, a tool network especially conceived to supervise
projects, invitation to tender with obtaining the market at the national level
or international. Consult http://www.iaes-software.com more on Projects
Monitor®.
Within the
framework of the dialog with the module of management for local area network,
when the customer (the user of Quick Devis®
Enterprise Edition) connects himself to the base, this one transmits the
awaited configuration to him. The customer fills these data in a manual or
automatic way then. The data which it transmits can be native elements
(assembling estimate, number of customer, price of the options…) or of the
elements defined by the user which forward by the aggregate variables of the
estimate and which come from the sheets from environment or the form (estimated
margins, times, elements of planning, price of a chapter, textual elements of
specification, technical merits…)
After
having filled the cells indicated by the configuration, the customer transmits
the data relating to his estimate, within the framework imposed, towards the
list of the estimates in the base of management.
The
customer can draw, during the data acquisition, in the lists of customers,
estimate, of types of projects, quantity surveyors or the chargé d' affaires
being reproduced on the waiter. He can also inform these data manually. They
will then be added to the lists automatically at the time of the inscription in
base so that the other users customers can profit from it.
It should
be noted that the three last evoked lists (standard of projects, quantity
surveyors or chargé d' affaires) can be re-elected in the base of management to
correspond to your own sort criteria. You can for example name them “Business”,
“Order of service” and “Material” in order to operate sorting and under totals
according to these criteria in the module of management. The modifications of
this type operated in the base of management are propagated automatically with
all the customers who connect themselves to it.
The
customer automatically stores, within the estimate, an image of the
configuration awaited by the last base of management to which it was connected
so as to allow the consultation of the data except connection. It is thus
possible to consider the seizure of the elements without has connection to the
base. These data will then be published at the time of next connection.
Example of application
In order to
quickly learn how to configure a base of management, we propose to you
hereafter to build an example intended to carry out invoicing with advance. The
schedule of conditions is described below.
It is a
question of filling automatically of the tables which will have to comprise:
- The creation date of the
estimate
- The agency in load of the
estimate
- The number of the customer
- The business to which the
estimate belongs
- The number of the estimate
- The wording of the estimate
- The amount of the estimate
- The currency
- The revision number
- A possible comment
The user
will seize a percentage of advance under Quick
Devis® Enterprise Edition and the module will post a column then “Going
up to invoice” expressed by amount X the percentage of advance.
The
invoicees amounts will be seized each month, directly starting from the
estimates and the remaining amount to invoice will be posted. This seizure of
the amounts indeed invoicees makes it possible subsequently to consider a
modification of the amount of the estimate to the first invoicing.
It will be
envisaged 10 months of possible invoicing on the basis of monthly invoicing.
Lastly, it will have to be possible to generate assessments by business and
agency.
Creation of the base of management
Launch the
module of management by clicking on Démarrer/All the
programs/Quick Devis V6/Gestion of the estimates, then click
on small Fichier/Nouvelle bases management 
.
Choissez a site
on the waiter, divided in reading as in writing for all the potential users and
give the name to your base: My First
Database for example and validate.
A base
configured by defect appears immediately with the screen.
Configuration of the miters
As
described in our schedule of conditions, we will need to make assessments by
business and agency. These data will have to appear in lists in order to avoid
with the user having to manually enter them for each estimate.
By defect
the module proposes lists by “Types of project”, “Quantity surveyors” and
“Charged D to us” affaires'. The lists of
quantity surveyors are associated each potential revision of an estimate
because the quantity surveyors can change from one revision to another. The two
other lists are directly associated the estimates what will be also the case
for our “Business” and “Agencies”. We will thus re-elect the two Standard lists
“of project” and “Charged D” affaires'.
With this
intention, click on small Configuration/Noms of the
miters.
Let us
enter the plural and singular names of our lists for the miters N°2 and N°3
as indicated above. Let us validate by pressing Ok.
The miters, with the bottom of the module of management were famous.
Now let us supplement
the miters “Businesses” while entering there our first numbers of businesses.
For that, click on the miters, and to click on the button 
. A new box appears then with the
word “New” followed by the name of the
miter. Place there the cursor and publish the text while clicking on the button
or in double clicking on the cell.
Proceed in the same manner to fill the following boxes.
Proceed in
an identical way for the miter of the agencies.
The miter
“Calculators” will not be used in our application. There we could have made
appear any list, then associated with each revision of the estimate. On the
other hand, we will use the miter “Customer” who will allow us to make
assessments by customer. We will enter a customer to start while proceeding as
for the other lists.
The
calculators will be able to supplement these lists later on directly starting
from Quick Devis® Enterprise Edition
according to the needs.
Configuration of the columns
We should
now post the columns in accordance with the list of the schedule of conditions.
Let us click on the Devis miter and call the Configurer function the columns
of small Configuration.
To mask the
useless columns, select the one with one in the list of right-hand side and
press the Masquer button the column. The column appearing in red in the list
cannot be masked by this operation because it is it which contains the
identifier of the estimate (the estimates are identified on their creation
date).
You can
also move the columns of the list of right-hand side simply by slipping them
with the desired sites.
Now let us
add the fields intended to receive the percentage of advance, the amount to be invoiced,
the 10 periods of invoicing, the invoiced total and the remaining amount to
invoice. For that, we will use the first 14 numerical fields. For the comment,
we will use the first field text of 255 characters.
Should we
now name each one of these fields while clicking successively on each one of
them in the list of left and clicking on the zone Nom
text of the column. Let us register the
following names, in the order of the columns posted above.
- % advance
-
|
|
Corresponding amount
- Invoice Mois 1
- Invoice Mois 2
- Invoice Mois 3
- Invoice Mois 4
- Invoice Mois 5
- Invoice Mois 6
- Invoice Mois 7
- Invoice Mois 8
- Invoice Mois 9
- Invoice Mois 10
- Invoiced total
- Remain to invoice
- Comment
Implementing
formulation
Let us
define the formulas now. The “amount corresponding” is expressed by the
“amount” X “% advance”/100. That is to say the column G X the column J/100. The
“invoiced Total” will be the sum of the columns L with U. the “Remainder to be
invoiced” will be the difference between the “Amount” and the “invoiced Total”
is the column G minus the column V.
To enter
these formulas, it is enough to place the cursor on the columns concerned in
the list of right-hand side and to click on the Série
zone or formula. Consequently, one enters
simply the formula as one would do it under Microsoft Excel and one validates
by pressing the Enter key.
The
formulas having entered, it remains us to format the numbers in the columns. We
will post advance with 0 decimals followed by the symbol % and the amounts with
2 decimals without any symbol (default setting).
For that,
let us click successively on the columns and define the format in the zone text
to this end envisaged.
Note the backslash (\) in front of the symbol % which, as
under Microsoft Excel, will avoid us having to enter the value in a decimal
form (0,15 per 15%).
Test of operation
In order to
check our formats and our calculations, we now will create an estimate of test,
directly starting from the module of management. With this intention, let us
operate as for the other lists; let us click on the button , then double let us click on the
line thus created.
Replissons the
various fields while clicking in the drop-down lists and automatically let us
inform the customer by selecting it in the list using the button “To import”.
Manually
let us give a number to the estimate for the moment. We will further see how to
allot automatic numbers.
To register
the values, in the data base, let us click simply on the Déclarer button. The well informed line appears then
in the base.
We will
assign an amount to this estimate in double clicking again on the line. The
miter of the first revision (A) appears. We can then enter an amount basic the Solution box and declare this amount while
clicking on the Déclarer button. When the
amount is declared, let us click on the Variables
miter to fill the fields which we added. Let us enter then manually of the
values the columns for the moment.
Let us
ensure that the computed values in the lines “Going up corresponding” and
“Remains to be invoiced” are quite in conformity with our waitings and press up to date the Mettre button in
central base to register the data in the line of the estimate.
Coupling with Quick Devis® Enterprise
In order to
automate the declarations, it is necessary for us now to specify, on the
stations Quick Devis® Enterprise Edition,
the base to be used as well as the various parameters defining the behavior.
Launch Quick Devis® Enterprise Edition and click on
small Outils/Paramètres of the new estimates.
Click on the
zone text corresponding to the base of management and select the base on the
waiter. The repertory must be accessible in reading as in writing by all the
users.
Simplified
management should not be activated so that management supplements is taken into
account. Lastly, you can select an automatic recording mode of the data in base
of management what will avoid with the user having to carry out a declaration
with each modification of its estimate.
If the data
transmitted to the base of management are based on the selling prices (general
case), it is recommended to choose option A each
recalculation of the selling prices. In this manner you are certain to
have valid selling prices in the base. However, one can imagine that a user
recalculation the selling prices and does not safeguard his estimate in which
case the data appearing in the base will not be in conformity with those of the
file estimate not safeguarded. To avoid that, you can select option A the recording of the estimate.
Design of an estimate master
We now will
carry out an estimate master which will be
used as a basis for all the estimates intended to be centralized in the base of
management. Click for that on small Fichier/Nouveau
Estimate. Place this estimate master
on a repertory of the waiter where all the users will have an access at least
in reading.
The window
of declaration of estimate appears. Let us declare the estimate to observe the
operation of the connection with the base. Use the drop-down lists and the Importer button for that.
Click on
the Verrouiller button and
to declare in central base. Consequently, the estimate is registered in
the base as if you had created it starting from the module of management. Click
on the Variables miter, you find the structure
and the formulation of the columns awaited by the module of management.
You could
possibly ask the user to enter the data these boxes to each declaration but,
the majority of these data coming from the estimate, it are more judicious to
register automatic connections with the cells of the sheets of environment. For
that, we will declare aggregate variables which will be used as footbridge
between the environment and the base of management.
Click on
small Outils/Aggregate variables and register
the following variables:
After
having entered these data, validate while clicking on Ok. If you réaffichez
the window of the aggregate variables, you will observe that they all are
preceded by ENV_, indicating
that they are variables of environment and not of variables management as those
which are by defect in the base of management (name of the estimate, number of
customer, etc…)
Go now in the Environnement miter of the estimate and build a sheet which will be the interface of acquisition data. You can for that use a free sheet while clicking on small Options/Environnement. We will name this sheet “Advance”.
Click on
the miter “Advance” of the environment and create an interface for the user in
conformity with the example below.
In our example,
we envisage boxes to carry out the seizure but it would have been possible to
set up formulas dependant at the need for the data appearing in the other
miters in order to automate the process of declaration as well as possible.
We marked
here in blue the cells which the user will have to enter. The other cells are
calculated automatically. In order to to bring back in cell C5 price selling of form (and not that of the environment
which can be slightly different because of the round-offs), we used the Coller function a name
of small Edition to use the BOR_PVBordereau variable who brings
back the amount in selling price appearing in the price schedule.
A line was
added in the minute of our estimate in order to have an amount of example (100
€) for our calculations. The billable amount in C9
was expressed by formula C5*C7/100.
To bind the
cells of the sheet with the aggregate variables, it is enough to place the
cursor on the cells to be registered and to invite the Inscrire
function a variable of small Edition.
Proceed in
the same way for the unit of the variables. Let us recall that, if the variables
present in the base of management do not have correspondence in the variables
of environment of the estimates, it is always possible with the user to
manually seize them via the interface of management of Quick Devis® Enterprise Edition.
Our
estimate master is now finished, it is
necessary for us to destroy its data of management because it will be used as a
basis for all the new estimates. If we leave management in the master, the declaration would not be required
during the creation of new estimates.
To destroy
management, invite small Outils/Réinitialiser management and confirm. Do
not forget to remove the line of example that we had placed in the minute for
the needs for our example and safeguard your estimate master.
We now will
indicate to Quick Devis® Enterprise Edition
which the estimate master which we have
just created must be used as a basis for all the future estimates. Click on Outils/Paramètres of the new estimates then on Ajouter a file. Then select the estimate master which you have just created in order to
add it to the list.
You can now
leave Quick Devis® Enterprise Edition. And
to start again the module of management in which we will declare the variables
of environment which will ensure the correspondence with the master.
In the
module of management, open the base and click on Configuration/Configurer
the columns. Click then on each column corresponding to the variables of
management and register the variables as indicated below.
Vous pouvez ignorer la casse des lettres, les différenciations majuscules et minuscules ne sont pas prises en compte dans les noms de variables. Bien sûr, il n’y a pas de noms de variable à placer dans les colonnes comportant des formules.
If double
click now on an estimate present in the base, the Variables
miter disappeared bus plus no variable can be seized by the user; they all are
assigned with variables of environment of the estimate or with formulas.
Test of operation
Let us
close the module of management now and create an estimate starting from Quick Devis® Enterprise Edition. With creation,
we are invited to declare the estimate while drawing from the base thanks to
the Importer buttons or while entering manually
the data.
After
having pressed the button To lock and declare in
central base, let us enter some figures the minutes in order to build a
selling price then, go in the sheet “Advance” of the environment to register
some values there.
When we
recompute the selling prices by pressing the button 
, Quick
Devis® Enterprise Edition automatically registers the data in base of
management.
We can
check by opening the module of management that the estimate was indeed recorded
with the values appearing in the environment.
Automatic
classification of the estimates
It can be interesting automatically
to number the estimates in base of management. This classification can be total
or specific to each user. If it is total, it will be defined starting from the
module of management, in the contrary case, it will be defined on each user
station.
For our example, we will define it
overall while clicking on small Configuration/Numéros
of estimate of the module of management.
You can then give a prefix made up
of letters or figures followed by an ordinal number and to specify if the users
can or cannot modify the number suggested.
Fonctionnalités du module de gestion
This chapter
describes with functions appearing in the menus of the module of management. To
learn with the utilis
ludic er of manner, defer to the chapter Exemple
d’application front
Ci.
New base of management
small “File”
This function makes it possible to create a
virgin base. It is accessible only when there is not basic with the screen. The
creation of a base causes its opening automatically.
To open base of
management
small “File”
This function opens a base of management which
the user must specify. The last open base is memorized in order to open automatically
with the next launching of the module of management.
This parameter is stored in the QDLastGestFile.INI file appearing in
the user profile (generally C:\Documents and Settings \ <nom
of the utilisateur>
\ Application Dated \ Quick Devis \).
To close the base small “File”
Firm the base presents at the screen by
recording the modifications so necessary.
To open the small
estimate “File”
This function launches Quick Devis® Enterprise Edition and opens the estimate on which
the cursor is.
The way stored in the base is used for that.
This principle functions only if the estimates are placed on the waiter and
that the whole of the users “see” the resource network under the same name.
In the contrary case, you will obtain a warning
message indicating that the module of management cannot find the estimate.
Small exportMicrosoft Excel “file”
This function makes it possible to export the
screen present at the screen towards Microsoft Excel. The screen is exported
with the possible formulas present in the columns. A print area is established
by defect.
This function requires Microsoft Excel 97 or
superior. If Microsoft Excel is not detected automatically with the first
launching, the application will require of you to specify the site of the Excel.exe file which is generally in C:\Program Files \ Microsoft Office \ Officexx \.
Small importation
Microsoft Excel “file”
This function is usable only when the Clients miter is posted. It makes it possible to
import a list of customers directly in the base.
Being a question of a particular format, it is
highly advised to export a virgin screen starting from the module of
management, to fill it under Microsoft Excel and to reimport it by using this
function.
To leave
“file finely”
Firm the module of
management by recording
the modifications in the base presents at the screen so necessary.
To remove
“edition finely”
Destroyed the
recording on which the cursor is, functions in all the lists.
Small
Editer “edition”
Allows to publish the recording on which the
cursor is. In the lists of estimate, the function posts interface of management
similar to that used to declare the estimates under Quick Devis® Enterprise Edition. In the other lists, in fact
simple zones of seizure are posted.
More on the interface of seizure of the
interface of management, defer to the chapter Edition
d’un devis low, in
this chapter.
Newfinely “edition”
This function adds a recording to the posted
list. The recording is called by defect “New”.
If a recording of this type already exists, a message announces it and the
cursor is automatically placed on the recording in question.
To refresh the data
small “edition”
This function makes it possible to post up to
date lists by taking of account the possible modifications carried out by the users
customers since the opening of the base. It can be called starting from all the
lists.
To change the small password
“configuration”
Allows to assign a password to the base of management.
This password will be then necessary to open it but will not be necessary for
the users customers who address the base starting from Quick Devis® Enterprise Edition.
Numbers of the small
estimate “configuration”
This function is intended to define an
automatic classification of the estimates at the total level, i.e. for all the estimates
carried out with a connection to the base of management. If your classification
must be different according to the user (change of prefix for example), define
the rules of classification on each station via the Paramètres
function of the new estimates of small Outils of Quick Devis®
Enterprise Edition.
You can indicate a prefix made up of letters,
key figures or words which will be employed systematically in the composition
of the number. It will be followed by a number of figures which you will
indicate. It is not necessary to begin classification with number 1, you can
specify another value.
If you want to insert a date in the prefix, it
is enough to place it between backslashs,
example \ DDMMYYYY
\ indicates a date with format 01012006, \ MMYY \, a date with format 0506. You can
also insert the login of the user in the
limit of 10 characters by using syntax \ LLLLL \. Code FD
\ LLLLL \ \ DDMMYY
\ - with a user having for login “Jonhatan” will give like number of DVJonh010206-000001
estimate.
The sequence number placed behind the suffix
relates always to the suffix. Take into account during the attribution length.
If for example your estimates are coded \ MMYYYY \ - followed sequence number,
ensure that this last is sufficiently long to support the estimates which you
carry out in one month.
Determine whether the users are authorized to
modify the number suggested. If such is the case, they will not be able to in
no case to take the number of an estimate which already exists in the base.
If an estimate is destroyed in the base, you
can re-use his number for a new estimate by specifying “the first number
available” in the suitable list. In the contrary case, the number selected will
be always that which follows the last number appearing in the base.
If you do not wish that the users be able to
modify the options of classification starting from their station, specify it in
the suitable box.
Authorizations
small “configuration”
This function makes it possible to define the
authorizations which the users starting from their stations Quick Devis® Enterprise Edition will have.
By defect, the users can destroy customers in
the central base starting from their station. They can also import lists of
customers to the format Microsoft Excel who will go then directly in the
central base. You can prohibit these operations to them by notching the
suitable box. Whatever your choice, the users will be able to always add
customers starting from their station.
The other choice makes it possible to specify
if the users can modify their data of declaration a posteriori. If you prohibit
to them, the users will not be able to change the customer, nor information
relating to the estimate after having carried out their first declaration. They
will be able however to constantly seize a date of carryforward of the response
without however being able to deteriorate the date of answer initially
envisaged.
To configure the
columns
small “configuration”
This function makes it possible to define the
site and the contents of the various columns of the list of the estimates.
The list of right-hand side posts the columns
in the order of posting. To add a column, select it in the list of right-hand
side and click on Afficher the column. To
remove a column, select it in the list of left and click on Masquer the column.
The column appearing in red cannot be removed
but you can mask it by notching the suitable box.
To configure a column, click on its heading in the list of right-hand side and specify its format, its name and its alignment by using the suitable boxes. The formats answer the standard Microsoft Excel.
For the columns receiving of the text, you can
specify if a reference with the line must be operated if the text does not
enter the cell by notching the suitable box.
Totals are automatically carried out on the
mains Rising and estimated
Budget. For the other numerical columns, you can post totals with the
bottom of columns by specifying it in the suitable list. You can also place a
formula as a total, in this case, it to take into account its data sources on
the line of total.
You can enter a variable the Nom box of variable
to couple the column with a variable of environment appearing in a model Quick Devis® Enterprise Edition.
To enter a formula, click in the zone Série text or formula
and enter the formula as you would do it under Microsoft Excel. Validate by
pressing the key <enter>
when the seizure is finished.
You can, in the place of the formulas, to enter
a list of choice so that the user is invited to select a value or a text in a
list. The lists cannot exceed 255 characters and the items must imperatively separated by points commas.
To enter a list, click on the Séries button starting from the editor of formulas.
Click on “Ok”
when you finished to register the formula or the series in the selected column.
The tool of configuration of the columns will
also enable you to record or read profiles which will be useful to transpose a
configuration of a data base for another for example. These profiles store all
the configuration of the columns, with all evoked parameters Ci front.
Click on the button Aperçu/Profils
to post the management of profiles.
The buttons To charge
profile and Enregistrer profile can then
be used to manage your files of profiles.
To restore posting by defect, without any
personalized column, click on the Rétablir button
posting by defect.
Names of the miters
small “configuration”
The lists by defect are called:
· Customers
· Calculators
· Chargé d' affaires
· Types of project
The named list “Customers” cannot have another
name. On the other hand, the three other lists can be famous if you want for
example to carry out lists by “Agency” and by “Business”.
It is important to note that the list of the
calculators is associated the revisions of the estimate. There can thus be
several calculators by estimate. If you re-elect this list, its operation will
remain associated with the revisions.
The two other lists are associated the
estimate, and entered at the time of the first declaration of the estimate.
It is important to specify the texts in the
plural and in the singular because they are used to post complete lists or
individual items. The names specified here
are propagated automatically with all the estimates connected to the base.
To carry out a
backup copy
small “tools”
This function makes it possible to carry out a
copy of the open base. By defect, this copy is realized in the same repertory
that the base is door the name Sauvegarde <nom base> <date and heure>. However, you can specify
another repertory using the Paramètres function
of safeguard.
It is imperative that the base is completely
accessible to carry out a safeguard. If a user is connected, an error message
will appear.
Parameters of
safeguard
small “tools”
This function makes it possible to define the
frequency and the site of autosavings. It is highly advised to implement it.
By defect, it is not envisaged any autosaving.
You can define the repertory of safeguard while
clicking on the Définir button and the
frequency of safeguard by selecting the suitable value in the list.
The safeguards are carried out automatically
during the closing of the base. It is thus imperative of launching the module
of management to carry out the safeguard. If for example you specify a daily
safeguard but which you launch the module only once per week, the safeguard
will be carried out only once per week.
To purge in
accordance with the small
filter “tools”
This function makes it possible to remove base
all the estimates which do not correspond to the criteria of the filter. It can
be used for example each year to set out again with a base removed from the
estimates of the previous year.
With this intention, it is enough for you to
apply the criteria of date to the filter so as to post only the estimates to
preserve and call the function.
By safety, this function always carries out a
copy safeguards named Sauvegarde <nom of the base>
of the <date and heure>.
To optimize the
base
small “tools”
A data base can often be optimized in terms of
size and access time because the free sites left by the destroyed data occupy
unnecessarily of the place on the disc.
To optimize the opened base, it is enough to
invite you this function.
By safety, this function always carries out a
copy safeguards named Sauvegarde <nom of the base>
of the <date and heure>.
It is imperative that the base is completely
accessible to carry out an optimization. If a user is connected, an error
message will appear.
Edition of an estimate
To publish
an estimate in the module of management, double click on its line in the list
of the estimates or click on the button.
The
majority of the operations described here can be carried out starting from the
module of management but also, with certain restrictions, starting from Quick Devis® Enterprise Edition.
An
estimate, in terms of management comprises several phases materialized by
various miters:
- The declaration
- Revisions
- The result
- Variables
The
declaration makes it possible to specify the customer, the number of estimate,
the wording like various generic data. Use the drop-down lists or the Importer button to fill the fields quickly.
If a new
customer is seized here, it will automatically come to be added to the list of
the customers.
In the same
way, you can add Types of project or the Chargé d' affaires while clicking on the Nouveau buttons.
To register
the data in the base, click on up to date the Mettre
button in central base.
To have an amount,
an estimate must have at least a revision. While clicking on the miter Revision, you reach all the revisions of the
estimate. You can post with revisions by using the buttons << and >>.
The revisions of an estimate can go from A to ZZ.
Only the
revision in progress can be seized, the preceding revisions being grayed. If
you want to return to a former revision, post the last revision validates and
click on the button Détruire revision.
For each
revision, you can specify a calculator by unrolling the suitable list or add
one of them while clicking on the Nouveau
button. The elements thus added come to supplement the lists of the module of
management.
The prices of
the alternatives and options appearing here correspond to recoverable fields in
the various states and standard mails under Quick
Devis® Enterprise Edition.
To validate
a revision, click on the Déclarer button. The
amount of the estimate registered in the corresponding line in base of
management will be always the rising one of the last validated revision.
The
Résultat miter makes it
possible to specify if an estimate is gained or lost.
If the
estimate is gained, you can enter the amount of attribution. Click on the Déclarer button to validate the recording. It is the
rising one specified here which will go in the line of the estimate under the
base of management.
If your
base of management comprises free fields intended for the seizure (not
comprising neither formula, nor variable of environment), the interface of
management posts a Variables miter.
This miter,
you can enter of the data the cells appearing in white (authorized with the
seizure). If lines are associated variables of environment, they do not appear
here because they are prohibited with the seizure (filled directly by Quick Devis® Enterprise Edition).
You can all
the same reveal these lines while clicking on the right button of the mouse
after having placed the cursor on the table.
To register
the variables seized in the base, click simply on up
to date the Mettre button in central base.
You can
constantly print the data of management specific to an estimate while clicking
on the Imprimer button. You will be able to
then choose what you want to print.
All the
modifications operated in the interface of management are propagated
automatically with the corresponding estimates under Quick Devis® Enterprise Edition. Thus, you can starting from the
module management modify a customer, destroy a revision, etc… even if the user
of the estimate is not authorized to do it starting from his station.
The filters
The module
of management proposes a system of filters which makes it possible to post the
estimates according to all criteria's available in the columns. The filters can
be parameterized in limp texts and the lists being with the bottom of the list
of the estimates.
To restore
the parameters of the filter by defect, you can click on the button All the Estimates. To restore the broadest fork of
dates simply, click on the button being between the boxes of dates.
When your
filter is parameterized, apply while clicking to the Appliquer
button in order to post only the estimates which answer the filter. You can
record your filter by providing a file name in the base being under the list
and click on the Enregistrer button. The new
filter appears then in the list.
To apply a
preregistered filter, it is enough for you to click on his name in the list.
The filters
also comprise the key of classification in progress. To establish a key of
classification, you can use the Classer list by which is under the totals. You can also click on
the headings of columns; the first click produces an ascending classification,
a second click on the same column produces a downward classification.
To post
intermediate totals relating to the keys of classification, choose a key of
classification with totals in the drop-down list. Totals will appear
automatically with each change of the sort criterion.
The files
of filters have a suffix .qdf
and are placed in the user profile (generally C:\Documents
and Settings \ <nom of the utilisateur> \ Application Dated \ Quick Devis \). They are thus specific to
the user and not at the base of management. Parameters of the columns on the
other hand (formats, alignment, formulas…) are specific to the base of
management.
The simplified management tools
You can
manually create the database clicking the “New customers’ database” button and providing
a name in the management window.
To call the
management tool, click the button . The following window will appear.
You can
enter the fields manually or import them from the customers’ database clicking
the “Import a customer” button and selecting the customer in the list.
The new customers
are automatically recorded in the database when you click the “Ok” button.
You can
click the headings of the customers’ lists to change their sorting order. You
can sort customers by customers’ numbers, customers’ companies, customers’
addresses or contacts’ names.
A customer
is identified in the database by its number. This field is thus requested and
you cannot record a customer who has exactly the same properties as another
even if he has a different number.
You can
change customers’ database at any time by clicking the “Set customers’
database” and selecting a new customers’ file (.QDC)
Customers’
database files (.QDC) are Microsoft Access files. You can create them or modify
them using this program. However, in such a case, avoid usage of “Null” values in the fields.
If you wish
to manage your customers’ database, click the ‘Import a customer’ button to
display the window as shown below:
Within this
window, you can append customers, remove them or change their data by clicking
the appropriate buttons.
You also
can export the whole database to an Excel file and import a customers’ file
matching this format in a Quick Devis customers’ database. If you use this
feature, make sure the input format will match the one expected by Quick Devis.
The best solution consists in exporting an empty Excel frame from Quick Devis
first, and then, completing it under Excel.
If
requested, you can re import an Excel file in an existing Quick Devis
customers’ database. In such a case, customers’ data will be simply updated if
the customers’ numbers match in the Excel file and in the Quick Devis database.
Technique tips
The data
bases of management are bases with the format Microsoft Access (Jet 3.51) You
can use Microsoft Access to publish them with the proviso of avoiding
converting them with the opening.
The
principal table with for name Quotation,
it is related to a named table VersionTable
by its QUO-VirtualNumber field
which is not other than the creation date of the estimates.
The table
containing the lists of customers has as a name Client, that of the types of ProjectKindTable projects, that of
the WhoQuoteTable calculators
and that of chargé d' affaires WhoManageTable.
A named
table ColNames contains all the
characteristics of the columns (formats, alignment, formulas…). The NamingTable table
contains when with it the names of the lists nommables.
The reports
generator lets you print and export your estimates as you wish by using
different presentations (profiles) of your estimates.
A profile
is a template which defines the appearance; it sets the displayed columns, the
page headings, the detail level, etc. When a profile has been defined, it can
be recorded and loaded from any estimate in order to produce a specific
appearance.
You do not
need, when using Quick Devis® Enterprise Edtion to build your estimate in the
manner you wish to present it: You will just have to load a specific profile
into the reports generator so that the estimate will automatically take the
profile’s appearance.
The reports
generator is a program integrated into Quick Devis® Enterprise Edtion which can
be called using the function:
Reports generator “File” menu
The
reports generator offers several buttons which allow definition of the report
to be produced.
This function
displays a menu containing up to 25 profiles. They match the last profiles
loaded or recorded. Simply click on the profile name to load it. The profiles
appear in their order of use; most recent being on top of the list.
If you load more
than 25 profiles, the oldest will be pushed out of the list and the new one
will take the top place.
You can load a profile
from the disc clicking the “Load report profile” button and selecting the
desired file.
You can also use the
standard profiles delivered with Quick Devis® Enterprise Edtion clicking the “Show basic profiles” button. It
is recommended that you use these profiles to create your own documents in
order to avoid having to define all the settings.
If you want to clear
the list, click the “Clear profiles list” button. Then, the list will be
automatically rebuilt progressively.
Click the “Cancel”
button to close the window and return to the reports generator.
This function lets
you display a profile which will strictly conform to the Bill of Quantities
entered under Quick
Devis® Enterprise Edtion. The profile will have no heading. Use it to
start defining a new profile.
If you encounter a
problem while loading a profile, use this function and retry in order to
determine if the problem is in the estimate or the profile you are trying to
load (if the report generator works with an empty profile, the problem is
certainly in your profile). It will then be necessary to rebuild it.
You can display 3 different kinds of profiles
using the reports generator:
·
The Bill of Quantities without detailed rows
which comes with the same appearance as the B.o.Q. entered under Quick Devis® Enterprise Edtion
·
The Bill of Quantities with detailed rows which
displays the B.o.Q. and the detailed rows of each task (the lines of the
detailed view)
·
The detailed rows only which let you print the
expenses as you want to see them and not necessarily as you entered them
To select a kind of
profile, click simply in the appropriate drop-down list.
This function lets
you increase or decrease the size of the displayed profile on the screen. It
does not affect the printed or the exported size.
Show descriptions
or task items on sub-totals 
This function,
applicable to B.o.Q. based profiles only lets you include in the wording of the
sub-totals the reference mark of the chapters (example: sub-total task: 1) or
the first line constituting the description of the chapters (example:
sub-total: Electric Components)
The last solution
implies that the description used in the first line of the chapter is not too
long so that it can be displayed on one line.
This function
displays the rounding definition window (“Options” menu). When the roundings
are defined, the report generator is displayed again with the new rounding
settings. To set the round-offs, read the Rounding
settings function in this manual.
This function lets
you display amounts in words under the amounts which appear in the report. It
is applicable only to B.o.Q. style reports. You can display the amounts in
several languages and place them under the amounts in figures.
If you do not wish
to use the default currency suggested, enter the usual names of your currency
for its singular and plural forms. The hundredth of the currency should also be
mentioned.
Select the gender of
the currency and the gender of its hundredth if applicable to the selected
language.
Specify the column
which contains the values to be converted into words (I if the words relate to total
prices and H
if they relate to unit prices).
Check the
appropriate box if you wish the amounts in words to be preceded by the text
appearing in the “unit” column. Example “The set: Twelve thousand euros”.
The two drop-down
lists appearing at the bottom of the window let you specify the range of the
wording conversion and the language to be used.
This function lets
you adjust the height of the blank rows. The displays are differents according
to the profile from which it is called (B.o.Q. without or with detailed rows).
In the first case,
the function lets you specify the height of the lines between each task. In the
second case, it lets you specify the row height in the detailed view.
This button lets you
build personalized profiles by defining the heading of the first page and the
structure of the profile.
To define a specific
profile, preferably get an empty profile (clicking on the button 
) or a
preset profile and click the button 
.
You can insert up to
50 rows clicking the button 
. Select
the rows below the lines you wish to insert before clicking this button.
You can then enter
texts and values and format them using the button 
. You can
also insert data resulting from the estimate to customize you profile according
to the estimate from which it is called. To do so, click on the button 
.
If you wish to set
up borders in the heading, select the cells and click the button 
.
n
To display your
logo, use the function 
to import a .WMF file or more easily, copy and paste an image
from Microsoft Excel or Microsoft Word.
To display all
available columns, click the button 
. To hide
columns, select them and click the button 
.
To return to the report
view after definition of the heading, simply click again on the button . Record
your profile under the name of your choice using the button 
.
This button lets you
define the heading of the pages starting from the second page to the last page of
the document. Its operation is identical to that described for the heading of
the first page.
You can insert up to
10 lines in the heading of the next pages.
Use this button to append some pages to your
document. Its operation is identical to that described for the heading of the
first page. You can place formulas and paste names in the bottom pages as you
would do in the heading pages.
Note: If you want to
use a formula to be applied to the whole resulting document, make sure your
formula includes the line 1. Example: SUM(I1:I10000) will return the total of
the rows 1 to 10’000 in the final document but the formula SUM(I2:I20) would
apply to the bottom pages area only and will return the total of the rows 1’002
to 1’020 if the first row of the bottom pages is the row 1’000 of the final
document.
You can insert up to
500 lines in the bottom pages.
Insert / Delete
rows 
(accessible
in edit mode only)
These buttons let
you insert rows before the selected rows or to remove the selected rows. If no
selection is active when these functions are called they relate to the last
line of the heading.
Cell format (accessible
in edit mode only)
This button lets you
define the format of the selected cells. You can set alignments, colours,
borders, formats, etc.
Paste a name (accessible
in edit mode only)
This button lets you
paste a variable which comes from the estimate in the heading of the profile in
order to adapt the profile automatically regarding the estimate from which it
was called.
The data relating to
the customer coming from management declaration in the estimate are available
in this function (names, addresses, companies, etc)
Set borders (accessible
in edit mode only)
This button lets you
define the borders of the selected cells.
Insert an image (accessible
in edit mode only)
This button lets you
import a .WMF image (Windows Metafile) directly to the heading of a profile.
If your image does
not have a .WMF format, import it under Microsoft Excel or Microsoft Word,
select it and copy it. Then, call the function and select “Paste data from the Windows
clipboard”.
Important: Avoid
using large images size to save printing time. A large image imported and
reduced in the heading using the mouse is still a large image in memory. Thus
take care in such a case to reduce it before importing it to the heading.
Display all columns (accessible
in edit mode only)
This button lets you
display all available columns in a profile, including the costs columns.
Hide columns (accessible
in edit mode only)
This button lets you
hide the selected columns.
Cut (Ctrl X
- accessible in edit mode only)
This button lets you copy and clear the
selected cells.
Copy (Ctrl C
- accessible in edit mode only)
This button lets you copy the selected cells.
Paste (Ctrl
X - accessible in edit mode only)
This button lets you paste the cells previously
copied in the selected cells.
Font names 
(accessible
in edit mode only)
This function lets you select a font name in a
list. The font name applies to the selected cells. You can also type the name
in the drop-down list.
Font size 
(accessible
in edit mode only)
This function lets you select a font size in a
list. The font size applies to the selected cells. You can also type the size
in the drop-down list.
Bold / Italic /
underlined (accessible
in edit mode only)
This function lets you change the typeface of
the selected cells. You can use bold, italic or underline.
Alignment 
(accessible
in edit mode only)
These buttons respectively let you align left,
center, right or center on several columns the texts appearing in the selected
cells. Prefer this function which lets you center a text on several columns to
the merging of cells because the latter cannot be exported to Microsoft Excel.
Colours 
(accessible
in edit mode only)
These buttons respectively let you modify the
background colour and the font colour of the selected cells. You can also
change the pattern of the cells.
This function lets
you select the branches to be hidden in the edition. This is useful when you
wish to print chapters only.
When branches are
collapsed, a button “Expand all” lets you display the tree structure in
conformity with that in the B.o.Q.
These buttons
respectively let you insert a page break at the place where the cursor is and
to remove the page break on which the cursor is.
To move a page
break, place the cursor on it and click the left mouse button. Keep the button
pressed while moving the mouse to the desired location and release the button.
You cannot move a
page break outside a page. In such a case, Quick Devis® Enterprise Edtion
automatically generates a page break to fit the calculated size.
Important: The
page breaks are valid only for the current session of the report generator.
They cannot be stored in the profiles because those must adapt to any estimate.
If you need specific functionalities which allow preserving page break
positions, consider using Quick Devis® Enterprise Edition which lets you store the images of the
reports in the estimates.
Setting columns 
(accessible
in “Detailed rows only” mode)
This function lets you define how the detailed
rows should be displayed. Its operation is strictly identical to the function
“Settings of detailed view or nomenclatures” described in the chapter Common functions in this manual.
It is thus possible to arrange columns of
detailed view in a completely different way from the one in which the estimates
were built. These presentations are then stored in profiles you can use with
any estimate.
Display B.o.Q. rows
or all the rows 
(accessible
in “Detailed rows only” mode)
This function lets you include in the “detailed
view” type profiles the text lines appearing in the Bill of Quantities, including
those of the chapters. If the button is released, only the lines that refer to
the displayed tasks are shown.
When you display all the lines, you
automatically get totals and sub-totals on each chapter and a grand total at
the bottom of the estimate.
This function lets you display the grid lines
in a report. If the grid is visible on the screen, it will be also printed.
This function lets
you record the profile appearing on the screen with all its parameters. You can
store your profiles wherever you wish. Quick Devis® Enterprise Edtion
automatically appends recorded profiles to the list accessible using the button 
.
This button prints
the displayed profile. You can print in two different ways: directly or via
Microsoft Excel.
The second method
sends the document to Microsoft Excel and prints it using the Excel printing
engine. This method can be interesting if you have to print huge documents
because the Microsoft Excel printing engine is faster than the one of Quick Devis® Enterprise Edtion.
The documents are
printed according to the page settings defined using the button 
. You can
specify the range of pages to be printed by using the appropriate check boxes.
This function lets
you select the printing device and the paper to be used. It also lets you
define the text you want to print in the headers and footers of the documents.
The “Print black
& White” check box is particularly useful for printing clear black &
white copies of coloured documents.
All these settings
are recorded in the profile except the name of the printer. For this reason, the
loading of the profile automatically configures the page.
The following codes
can be used in the headers and footers:
·
&F (prints
the name of the estimate file)
·
&D (prints
the date of printing)
·
&P (prints
the page number)
Note: You
cannot print the total number of pages because in order to display rapidly the
data (without requiring a complete pagination of the document) Quick Devis® Enterprise
Edtion calculates progressively the position of page breaks while viewing or
printing. If you wish to print the number of pages in the document, export it
to Microsoft Excel first and place the code &N in its header or in its footer.
This function lets
you preview the document. You can move within the pages using the “Previous
page” and “Next page” buttons or directly reach a page clicking the “Reach”
button and providing the page number to be reached.
The printing and
page settings functions are available from the preview window.
This button closes
the reports generator. While closing, the displayed report is memorized so as
to be displayed automatically next time the reports generator is launched.
This function
exports the displayed profile to Microsoft Excel with all its data and images.
In order to send the
document to a customer for example, you can remove the hidden columns. If you
wish to use the document to carry out calculations, you may consider removing
the headings; check the “Remove page headers” box to do so.
The “Transfer print
settings” box lets you export to Microsoft Excel the entire data (colours, page
settings, printing area, etc.) so as to get under Excel a document strictly in
conformity with the displayed document.
If you do not check
the “Launch Microsoft Excel” box, Quick Devis® Enterprise Edtion will prompt you to provide a file name.
The two bottom check
boxes require Microsoft Excel version 97 or greater installed on your computer.
This function lets
you export the selected contents to Microsoft Word.
The “Convert array
to texts” lets you get text under Microsoft Word which can be directly used. If
it is not checked, a table is transmitted to Microsoft Word.
The second box lets
you remove the “Total” and “Sub-total” figures which are generally not needed
in a Word document.
You can
automatically launch Microsoft Word by checking the third box.
This function
requires Microsoft Word 97 or greater installed on your computer.
To launch an Excel
file with Macro 
This function makes it possible to launch macro written in VBA (Visual BASIC for Applications) under Microsoft Excel starting from the generator of states while passing to him the result of a profile like input datum. The call the macro one generates the following stages:
1. Loading of the specified profile
2.
Export of the profile towards a temporary Excel
file
3.
Copy file containing the macro one towards a
temporary file
4.
Load-and-go of the file containing the copy of
macro Excel
In this last stage,
the macro one then created a resulting file with the Excel format or in another
format after having carried out page-settings necessary. Such macro can also be
used for the interfacing with systems of management.
To specify macro,
click on the button so as to
post the table of the macros below:
Select macro among
the 10 possible ones and publish by clicking on the button “Parameters” and
inform the various fields as follows:
Name the macro one
An unspecified name
which will enable you to identify the macro one by its button of call.
Name of the file to be created while exporting
The name of the file
Excel (.XLS) which will be exported at the
time of the call and will be read by the macro one. This file will thus
comprise the data input and will be the image of the selected profile. This
file name can be seized, it is not necessary that there exists because it will
be recreated with each launching of macro. The repertory chosen for this file
must be accessible in writing as in reading.
Name of the file master containing
the macros
The name of an existing
file containing the macro one to carry out in its Auto_Open
program ().
The repertory chosen
for this file can be accessible only in reading, Quick
Devis never written there.
Name of file ms resulting Excel to open
It is in this file
that the file containing will be duplicated the macro one. It is him which will
be carried out. The repertory chosen for this file must be accessible in
writing as in reading.
Name of the file profile to be used
It is about the file
profile which will be charged before export towards the file specified like
“Name with the file to create while exporting”. It is thus him which will
impose the format of the data transmitted to macro Excel. The repertory chosen
for this file can be accessible only in reading, Quick
Devis never written there.
The behavior the
macro one can be specified thanks to the various check boxs being with the
right-hand side of the window.
To remove the masked columns
If this box is
notched, the columns masked possibly present in the profile will be removed
before export, thus shifting the columns being on their line towards the left.
The macro one will have to hold account of it if it employs data appearing in
the shifted columns.
To remove the heading of first page
This box makes it
possible to preserve only the useful data at the time of the call the macro
one. The lines composing the heading of first page are removed if this box is
notched.
To remove the heading of the following pages
This box makes it
possible to avoid having to take account of the possible page breaks in the
programming of the macro one. The lines composing the heading of pages 2 and
higher are removed if this box is notched, presenting a document then a uniform
and without heading.
To remove the heading of the options
This box acts like
the preceding one but, for the zone of options.
To launch ms Excel
This function makes
it possible to launch Microsoft Excel from the macro one directly and to post thus
possibly the result of macro after execution.
Press simply the
button “To validate” after having parameterized your macro then notch the casz “To post the button” if you wish that the
macro one be able to be launched starting from the generator of state by a
simple button.
If you do not wish
that the macro one be materialized by a button, do not notch the box. You will
be able to then launch the macro one while clicking on and by
then clicking on the button “Throw” corresponding to macro.
Administrators: The
parameters of the macros are stored in the
user profile (generally
C:\Documents and
Settings \ <nom of the utilisateur>
\ Application Dated \ Quick Devis \),
in a file named QDXLMacr.INI.
It is not advised to modify this file manually.
If you need to parameterize macros in an identical way on several stations,
it will be enough for you to copy the file after parameter setting towards the
profiles of the various users.
To program macro
under Microsoft Excel, it is important to know some “easy ways”:
1.
Use a routine called Auto_Open () to store your macro. In this manner, it
will start immediately after the call.
2.
Test the name of the file as of the first lines
of the routine so as to carry out it that if it is about the file copied by Quick Devis and not if it is about the file master containing the macro one.
3.
Specify in one of the cells of the file master containing the macro one, the way and the
name of the file comprising the data input (exported.xls
in B2 cell in our example). This will make
it possible to easily move the file master
from one repertory to another without having to modify the code of macro.
4.
Decontaminate automatic calculation at the
beginning of macro so as to accelerating the treatment and reactivate at the
end of macro.
5.
Activate the sheet containing the result at the end
of macro so that the user automatically has under the eyes the resulting
document. If it is simply a question of generating a file, records it and
leaves Excel directly from the macro one.
6.
If you do not know how one writes a specific
code in VBA under Excel, use the function
“To record macro” small “Tool” then manually carry out what you wish that the
macro one makes. Read then code VBA
generated under the editor Visual BASIC
and use this code in your macro.
Here a common
language in VBA which could be the base of
all macro Microsoft Excel called starting from Quick
Devis® Enterprise Edition.
The first three lines
make it possible to avoid launching the macro one automatically when you open
the file master directly under Microsoft
Excel. Only the copies the macro one will be carried out (result.xls in our example)
The two following
lines make it possible to decontaminate automatic calculation to increase the
speed of treatment.
Then, one tests if
the B2 cell of the file
includes/understands a bond well towards the source file waited (exported.xls in our example)
Your code will be
placed then and will have as data source SourceWBK and SourceWSH,
the target data could be registered in the sorter containing the copy of macro,
that is to say MacroWBK.
The automated
mails under Quick Devis® Enterprise Edtion are carried out by transmitting
parameters to Microsoft Word. You need Microsoft Word 97 and Microsoft Excel 97
or greater to use this function. (Excel being used as a bridge for the
communication with Word)
To create
your own automated mail without risk of error, the best solution consists in
modifying the sample mail provided with Quick Devis® Enterprise Edtion. Do not
try to launch the mail document in any other way than through Quick Devis®
Enterprise Edtion because you might break the links.
First of
all, ensure that the macros are well activated under Microsoft Word by
launching it and calling the “Tools / Macro / Security” function. Then select a
level allowing the macro operations (low or average). Then, close Microsoft
Word.
Launch
Quick Devis® Enterprise Edtion, open an estimate and enter some data in the
management form (customer’s name, project’s name, etc.) calling the “Declaring
estimate” function from the “Tools” menu. Then, call the function “Ms Word
mail” from the “File” menu.
Open the
file named “Sample mail” which is located in the directory you chose for the
standard mails. This directory was defined using the “Configure an estimate”
procedure described at the beginning of this manual. If you did not carry out
this procedure, you can directly open the sample mail from the Quick Devis®
Enterprise Edtion installation directory (\Program
Files\Quick Devis V6)
Important: You must keep the <SHIFT>
key pressed during all the opening process so that Microsoft Word will not
merge the fields and thus, preserve the field codes. If a question concerning
the execution of a request is posted, answer in the affirmative.
The document
appearing on the screen should be in conformity with the above model. Make
changes to match your needs but never enter the field codes manually. To insert
a field code, use the function “Insert merging field” located in the “Merging
functions” toolbar of Microsoft Word.
If the
toolbar does not appear in the menu, click “Tools > Merging functions >
Display toolbar”
You can
also use the usual copy and paste functions to insert the merging fields by
copying these fields from those which are proposed at the bottom of the
standard mail document.
When you
have finished, it is imperative you record the resulting document under a Word
model format (.DOT) and not as a document (.DOC). Preferably save this document
in the directory defined to receive standard mails (“Options > Default
settings”) under Quick Devis® Enterprise Edtion.
To use your
new mail template, simply call the “Ms Word Mail” function in the “File” menu
and select your model without pressing the <SHIFT> key. Answer in the
affirmative if Word ask you to launch a SQL request. You should then obtain a
document as follows:
If the merging function has not worked and you get a
document with the fields instead of their contents, press the 
button under Word and ensure that you strictly
followed the procedure described above for the creation of the document and
check that the .DOT model created matches the data located in the file named QDWORDFS.XLS (in the
same directory as the model). Also make sure that the macros of Microsoft Word are activated.
To check the links to QDWORDFS.XLS file, open the .DOT file from Quick Devis® Enterprise Edtion keeping the
<SHIFT> key pressed according to the procedure described above and click
the “Open data source” in the “Merging tools” bar. Then, select the file QDWORDFS.XLS which is
in the same directory as the model and specify that you want to use the first
sheet of the Excel workbook as a data source. Accept and record your model in a
.DOT format.
Important
advice: Use as a model for all your standards letters the sample file provided
with Quick Devis® Enterprise Edtion which is located in the installation directory \Program Files\Quick Devis V6\).
Using this model, you should not meet any problem while merging, even if you
move the resulting file. Indeed, this sample file contains VBA macros which
automatically detect the installation directory of the file and will locate the
data source.
In order to
offer an optimal safety, the changes you operate in your estimates are recorded
“in line” in the file. However, this file is a temporary file which resides on
your local hard disk in order to offer good performances.
The
principle used while opening an estimate is as follows:
- Quick Devis® Enterprise Edtion
checks that a copy of the file requested (which might have been closed in
an incorrect way) does not already exist in the “cache” directory. In such
a case, it would directly open the file form the “cache” with a message
announcing that the file was recovered.
- If not, the .DVZ file selected
is expanded into the local “cache” directory (making a simple copy if it
is a .DEV file)
- It opens the expanded file
located in the “cache” directory
- It writes a flag indicating
that the file was closed in a wrong way in anticipation of a possible
problem.
The
principle used while closing an estimate is as follows:
- Quick Devis® Enterprise Edtion compresses
the estimate (which is located in the “cache” directory) to a temporary
file which will be placed in the “Last Save QDV” directory.
- If the process of compression
worked correctly (checking of the integrity), Quick Devis® Enterprise
Edtion will copy the resulting file to its initial location with a
temporary suffix.
- If the process of copying
worked correctly, Quick Devis® Enterprise Edtion will delete the original
file and will assign the name of the original to the file copied.
- Lastly, it will mark the .DVZ
file recorded with a flag meaning that it does not contain any errors in
order to avoid opening it from the “cache” directory at the next opening.
The
principles described above prevent you from any risk of loss of data. If
however you wish to restore a former version, call the “Recover an estimate”
function in the “Tools” menu which enables you to retrieve tracks of all your
recordings.
These
safety tracks are stored in stacks whose size is defined using the
“Performances and Safety” functions in the “Tools” menu. They are necessarily
placed on a local disc in order to offer good performances. The files are
placed in the user’s profile directory (generally C:\Documents
and Settings\<user’s name>\Application Data\Quick Devis\)
The safety directories
are:
- CacheQDV (work directory)
- LastSaveQDV (stack for last
saved files)
- RecoverQDV (original files
which have been recovered or repaired)
Quick
Devis® Enterprise Edtion manages two different formats for the estimates, .DVZ
files and .DÉV files.
The first
are compressed estimates in ZIP format, the second are expanded estimates (with
Microsoft Access format) and they can be read directly under Microsoft Access.
When you
create a new empty estimate, an expanded file (.DEV) is automatically created;
it is then transformed into a compressed file (.DVZ) with the first recording.
The original .DEV file is removed if the compression process ended
successfully).
If you wish
to open a .DVZ file under Microsoft Access, you will have to expand it first.
To do so, use the “Compression tools” function in the “Tools” menu.
Quick
Devis® Enterprise Edtion lets you export an article database to
Microsoft Excel and convert an Excel workbook to an articles database so as to
use for example tariffs you have obtained in an Excel format.
To carry out such a conversion, you must create an
empty frame which you will have to fill using copy and paste functions under
Excel. To create an empty frame, call the function:
Create an empty
frame 
“Data” menu
Save the
frame generated with a new name and open the file which contains your data.
Using
successive copy / paste operations fill each column. Do not forget to fill the
“Currency” field with a 3 character code.
If you
wish, you can associate a tree structure to your database by filling the “Tree
View” sheet of the Excel workbook.
To create a
coherent tree structure, read the Creating or editing a tree
structure function in the chapter The
Articles Manager.
Specify to which field your tree structure must be
linked by typing the character X in the appropriate cell.
When your Excel workbook if filled, save it and call
the function:
Convert a frame 
“Data” menu
Select the
Excel file you recorded, click the “Convert” button and provide a name for the
new database. Place it in the directory you indicated to receive the databases.
If the
conversion process is successful, you will simply get the message “conversion
terminated”. If it failed, an error message will be posted and the column N
will contain a specific error message for each row containing an error. Correct
these errors and launch the operation again.
If the
database specified already exists, Quick Devis® Enterprise Edtion will prompt
you to replace it or add the new articles to the database. In this last case,
the articles will be added only if they did not exist already in the original
database. About this, remember that articles are regarded as identical in a
private database since their 5 key fields are identical (“Description”, “Reference”,
“Family”, “Manufacturer” and “User field”).
You can
carry out the opposite operation at any time by opening the database under
Quick Devis® Enterprise Edtion and exporting it to Microsoft Excel.
Quick Devis®
Enterprise Edtion lets you quickly convert a Microsoft Excel file to an
operating estimate.
You must prepare the Excel file as follows:
The description must appear in the column C and must
never exceed 255 characters. The unit will appear in the column D without
exceeding 10 characters. The quantity will be in the column E in a numerical
format with or without decimals. The item of the task will be placed in the
column B using a text format and will not exceed 15 characters.
Column A will be necessarily codified according to the
“depth” of the tree structure of the estimate. The values can range from 0 to 7
and match their overlapping level in the structure. Thus, in our example, line
1 will be the title of the estimate (you cannot have a level zero), lines 2 and
22 will match chapters and lines 3, 10 and 16 match sub-chapters.
Lines 5 to 9, 11 to 15, 17 to 21 and 24 to 28 are
terminations of branches and thus correspond to tasks to de detailed in the
detailed view.
You can insert between two tasks or chapters as many
lines as you wish as in the example above in lines 4 and 23. The data of these
lines will belong to the tasks which “carry them” (the tasks appearing in lines
3 and
After coding, you can convert the file to an estimate
using the following function:
Convert an Excel
file to an estimate 
“File” menu
Simply
select the Excel file to be converted and you will get an estimate file
immediately. When the file will be converted, you will have to import you usual
environment settings using the function “Get settings from another estimate” in
the “Tools” menu.
During the conversion process, Quick Devis® Enterprise Edtion
preserves most of the attributes appearing in the column C: italic, bold,
underline, font sizes, font names and font colours. The possible backgrounds or
patterns of cells are not reproduced. The attributes of the other columns are
not considered.
Important: Quick Devis® Enterprise Edtion does not support all features of Excel files
and in particular the macros, the
pictures and the charts. In order to ensure a perfect conversion, it is
recommended that you start from a new Excel workbook and paste data in it using
the function “special paste / values only”, then “special paste / formats only”
without copying the entire page but only the necessary cells. These operations
ensure that the resulting Excel file will be free from any object which could
not be supported by Quick
Devis® Enterprise Edtion.
To
get a network protection with floating licenses, you must have a server which
exposes a shared directory with read and write access from all of the Quick Devis® Enterprise Edition users
The
host of the license server can be any computer on the network on which you will
share a directory. It is not necessarily a dedicated server.
To
implement a license server, download first the server program which is
available on the following web page: http://www.iaes-software.com/downloads.htm
Then,
install the server program, in any directory (C:\ServQD\ as default). This is
that directory which should be shared with read and write access.
The server will
operate without dongle an dis made of two components :
- A NT service named QDKEYSRV.EXE and which works
without requiring any open session on the server.
- An exe files named QD6KNET.EXE which was designed
to set up the licenses.
The generated key
codes are dependant on the computer (the server) on which the program is
installed. The encoding is based on fixed IP address of the main LAN card or on
a unique identifier (UUID).
In order to install the license server program, you
must first make sure you have administrator rights. The server can run only on
the following operation systems:
- Windows 2000
- Windows XP
- Windows Vista
After installation, you will see the following
links in the ‘Start / Licenses server Quick Devis V6’:
- License manager QD V6
- User’s manual
- Uninstall the license server
To start the server, just launch ‘License manager QD V6’
The license manager program will then suggest to create
directly a logical identifier to handle the new codes. The logical key created
contains up to 100 keys which can be used only after you have requested the
corresponding license codes. Ask your dealer to get these codes.
Getting license codes
The license server of Quick Devis® Enterprise Edition
associates to each key code (12 hexadecimal character codes beginning by the
letter B), a 28 characters license code which contains your license information
and which can be operational only with its associated code.
To ask for a license code, click the ‘
To ask a code license, click on the button “To increase the window” and place the cursor on the
desired key code (take them in the order preferably).
Then click on the button “To
ask a code license for the selected key code”
Enter your co-ordinates (you will not have to enter
them any more for the other codes licenses). Then click on one of the two
buttons according to whether you wish to fax the request for code or to
formulate it directly on line.
The codes will be transmitted to you as soon as
possible. Generally, you will receive them by e-mail except contrary
stipulation.
Seizure of the codes licenses
When you receive your codes, it will be necessary for
you to register them on the waiter. With this intention, click on the button “To register a code license for the key code selected”
after having selected the suitable key code beforehand.
Saisissez le code à 28 caractères et
cliquez sur le bouton ‘Enregistrer’. Vérifiez
la saisie SVP car vous ne pouvez entrer que 4 codes invalides après quoi, votre
clé sera automatiquement neutralisée et vous seriez alors contraint de
contacteur votre revendeur pour la débloquer à distance.
Démarrage et arrêt du service
The waiter of licenses functions in the form of a
service, i.e. which it can turn without nobody being
logué on the waiter.
When you start again the machine, the service (which
is the waiter of license itself) QDKEYSRV.EXE
starts automatically but, if an anomaly is met or simply if the waiter were
never initialized, or if you do not wish to start again the machine, you will
have to start the service manually.
With this intention, call the “Control panel”. Select “Tools D” administration':
If the service is correctly launched, you will be able
later on to then stop it while clicking on the bond “To
stop”.
To know if your service is correctly launched, again
launch “Management of the licenses network QD V6” of the menu “To start/Serveur of licenses”. With the bottom of the
increased window, you must have a message of the service indicating “Not D” erreur'.
For any other message, or in the event of absence of message, your waiter is
not launched.
Of course, even if you close the business application
of the keys network, the service will continue to function and the users will
be able to continue to use Quick Devis®
Enterprise Edition. The management tool is only used to manage the
licenses and it also has a function of monitoring.
With each time you start again the computer, the
service will start again automatically.
Monitoring licenses on server
The management tool of the keys functions
independently of the service, it can be launched whatever the statute
(started/stopped) of the service.
It interacts automatically with the service every
minute. This means that code license entered on the module of management will
be usable, at most, one minute after its seizure (if the service is launched of
course). In the same way an error message received by the service will be
posted in the module of management only one minute after its effective reception.
To visualize the as-used condition of the licenses,
notch the box “To post the window D” use of the licenses'
Vous pourrez alors
visualiser les droits pour chacune des licences inscrites, leur statut, le
login de l’utilisateur en cours ainsi que l’heure à laquelle ce dernier s’est
logué.
Setting up clients’ computers
On each station customers, launch the module “Management of the licenses”
in the menu “To start”/“Quick Devis”. And click on the
button “To redefine” in order to indicate to the customer the shared repertory
containing the waiter of licenses on the waiter.
By defect, Quick
Devis seeks a local physical key systematically, then a local logical key and
finally a key network. This default option to locally use a dongle while leaving available a token on the
waiter.
If you wish to change this option, to be unaware of
the keys network or simply to reach more quickly your licenses with launching,
it is enough for you, to notch the suitable box in the module of “Management of the licenses”
There are other solutions making it possible to
indicate to the customers where the waiter of licenses is. These solutions can be
used if the administrator wants to avoid passing on each station customers.
The first solution, consists of the installation of a
file named QDSERVPATH.INI in
the repertory system of the machine customer (generally \ Windows \ System32 \)
This textual file must contain on its first line the
way of the waiter.
One second solution employs variables of environment.
On all the stations customers, you can place a variable of environment named QDDIRNET which points on the
repertory of the waiter. Example: QDDIRNET= \ \ Machine001 \ ServQD
Note: If no variable QDDIRNET is found, Quick
Devis seeks a variable DIRNET.
The third solution consists in directly placing the
way of the waiter in the base of register of the stations customers \ HKEY_CLASSES_ROOT \ Quick Devis \. This operation is
identical to a manual specification on the stations customers via the module “Management of the licenses”
The key of HighLogin
register indicates here the order of research of the licenses. It accepts
values ROOM, NETWORK and LOGICAL
corresponding to the three priorities of research.
Certain solutions have priority on others. The
priorities are as follows:
1. File QDSERVPATH.INI
2.
Specification in the module of management of the
licenses or via the base of register
3. Variable of environment QDDIRNET
4. Variable of environment DIRNET
No amount appears in
the overhead sheet when data was entered in the detailed view
Check that you entered a quantity on each task in the
B.o.Q. and that each branch (chapter) also has a quantity in the B.o.Q.
To make sure quantity will be equal to
Quick Devis®
If frequent instabilities are noted, it is probably
because a program was installed subsequent to the installation of Quick Devis® Enterprise Edtion and
altered some of its components. In this case, the best solution consists of
completely removing the program using the “Uninstall Quick Devis® Enterprise Edtion”
function in the “Start” menu. Specify “Uninstall manually” click then “Select
all”, then “Next” until the procedure comes to an end. This manual method
ensures that all of the components of Quick Devis® Enterprise Edtion are removed. Then, reinstall the program normally.
Quick Devis®
Quick
Devis® Enterprise Edtion uses the Microsoft Jet data engine which is
also the engine of Microsoft Access. Access to this engine can be controlled in
real time by certain antivirus programs or by remote programs being on your
networks. These tools can considerably slow down the access. First of all,
disconnect your computer from the network, close the session, open a new one
and start Quick Devis®
Enterprise Edtion again. If the problem seems to be solved, contact
your network administrator who will be able to solve the problem by changing
the safety settings. If the disconnection from the network does not solve the
problem, change your local antivirus settings so that it does not filter the
exchanges between the programs and the local disc but only the exchanges with
the outside.
The article
databases cannot be opened
If you cannot open an article database, try to repair
it using the function “repair an estimate or a database” from the “Tools” menu.
You can also compact it using the function “Compact an estimate or a database”
from the “Tools” menu.
If it is an Internet database, its access may be
refused to you because you are trying to use a database on a different computer
from which it was ordered. Contact your database provider to get rights for
your computer.
During the
conversion of an Excel form, the file cannot be read
It is recommended to start a conversion from a new
Excel workbook and to paste the data to be converted using the “Special paste /
Values only” and “Special paste / Format only” functions. Never copy the entire
sheet from your original document. Only copy the necessary cells. These
operations ensure that the resulting Excel file will be free from any object
which could not be supported by Quick Devis® Enterprise Edtion.
During the
conversion of an article database, the Excel file cannot be read
In order to ensure a correct conversion, it is
essential to export an empty workbook first using the appropriate function of
the “Data” menu and to paste the data to be converted using the “Special paste
/ Values only” function. Avoid creating an empty Excel workbook; always use one
which was exported by Quick Devis® Enterprise Edtion.
The loading of a
profile in the reports generator causes the error “Cannot read the clipboard”
The problem probably comes from the profile you loaded
which has an anomaly or which cannot be completely loaded into the memory. To
check it, reset an empty profile clicking the appropriate button of the reports
generator. Close the report generator with this new profile. If the problem
seems to be solved, recreate the report starting from the empty profile, record
it and delete the profile which does not work. In order to load profiles
quickly, even on systems equipped with large memory, avoid employing large
images which you would have to reduce in the reports generator. Reduce the
images using a graphic program before importing them in Quick Devis® Enterprise Edtion.
The selling prices
are not calculated
If the selling prices are not calculated and the “#N/A” is displayed in the
B.o.Q. your estimate is probably damaged. In such case, try to repair it using
the “Repair an estimate or a database” function of the “Tools” menu. Then reindex your estimate and compute
it. If the problem is not solved, return to a previous version of your estimate
using the function “Recover an estimate” from the “Tools” menu.
I cannot load an
estimate previously saved
Your estimate is probably damaged. In such case, try to
repair it using the “Repair an estimate or a database” function of the “Tools”
menu. Then reindex your
estimate and compute it. If the problem is not solved, return to a previous
version of your estimate using the function “Recover an estimate” from the
“Tools” menu.
When trying to
update public databases, some cannot be downloaded
This is probably caused by damaged databases on your
computer and Quick
Devis® Enterprise Edtion cannot mix them with the remote databases.
Start repairing the databases using the “Repair a database or an estimate” and
“Compact a database or an estimate” functions from the “Tools” menu. Then,
retry to update you databases.
If it fails again, backup them if they contain
personal information such as work times or kinds of workforce and delete the
databases which caused the problem.
When calling the
‘Save as’ function, the file dialog does not appear
It is certainely due to a default in a component named
COMCTL32.OCX which is located in the \Windows\System32 directory of your system.
To reinstall it properly, remove the program using the “Uninstall Quick Devis® Enterprise
Edtion” function in the “Start” menu. Specify “Uninstall manually” click then “Select
all”, then “Next” until the procedure comes to an end. This manual method
ensures that all of the components of Quick Devis® Enterprise Edtion are removed. You also can delete manually the component to ensure
it will be reinstalled.
Then, reinstall the program normally.