Using Professional Estimating Import

This procedure explains how to create the Professional Estimating (PE) file for the Eagle to process, and how to process the PE file on the Eagle side so that it becomes a quote in POS.

Create the PE File for the Eagle to Process

1. From Professional Estimating (PE), select Tools, Export, Export POS Quote File.

2. From the Export POS Quote File dialog that displays, do the following:

3. In the Customer field, confirm or select a customer account.

4. In the Sort field, confirm or select an export sort order.

5. Next to the File field, click the Button with three dots (...).

3. In the dialog box that displays, do the following:

4.  In the Save In field, change the default (which is c:\Program Files\Professional Estimating\Files) to c:\Program Files\Professional Estimating. Then click  the New Folder Icon.

5. Rename the "New Folder" to "Export."

6. Double click the Export folder; this will set the new export default file location for PE to c:\Program Files\Professional Estimating\Export

Process the PE File on the Eagle

1. Launch Professional Estimating Import.

   1. From the Eagle Browser, click Signon, and enter your user name and password.

   2. In the Eagle Browser, click Data Import Menu, then click Professional Estimating Import (alternatively, you can type PEI in the Launch field of the Eagle Browser, and press Enter).

2. In the window that displays, highlight the "Update Eagle for estimates from ECS Professional Estimating," and click Run Now.

3. When the quote has been transferred to the Eagle, display the Spooled Report Maintenance window, locate ESTUPD, and double-click on it.

   Click System Management Menu, and select Spooled Report Maintenance.

5. The ESTUPD report tells you want happened during the export, and most importantly, the estimate number that has been created in the Eagle system. Review the report for any line items the application couldn’t post. You can ignore most other errors.

5. Open the estimate in POS.

6. Notice the quote sections from PE are posted as descriptor lines in the estimate. Non-Stock (not in file) items also post the description from the PE estimating system as a descriptor line.  

7. Verify the pricing. If the Zero price option is exported from PE, the Eagle updates the prices based on  the account's default pricing. If the units of measure don't match between PE and the Eagle (i.e. the account is set up for per thousand pricing, but since PE always prices by the piece, the units of measure don't match), you will need to reprice the estimate, as follows

5. • Display the estimate in the big header of POS.

   • With the estimate displayed in POS, click Reprice (F3).

   • In the dialog that displays, click Reprice, fill in the Repricing Options box if desired.

Note the last field, "Use MCR default pricing u/m," which converts the pricing units to the customer's default pricing unit (i.e. MF– thousand board feet) from Customer Maintenance. If you want to do this without changing any prices or costs, set the Reprice Method to A and set the Price Increase/Decrease %.

5. • Click OK.

   • Click Go. The transaction is repriced.

For more information about repricing transactions, see the help topic "Repricing a Saved Transaction."

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