The Master menu provides access to the current database's Master information - data that is available for use in any Bid in the database such as Items, Condition Types, Payroll Classes, etc.  Changes made at the database level affect all future Bids and the first use of an Item in an existing Bid.  Master list dialogs are labeled (Master) to indicate that they are database level lists.  It is important to pay close attention to any modifications made in these dialogs.

 

Changes made at the Master level affect all bids in the database except for Items and Payroll Classes.  When an Item or Payroll Class (PRC) is used in a Bid (for the first time), a COPY of that Item or PRC is made for that Bid.  Changes made to the Bid-Level Item or PRC do not affect other existing Bids in the Database.

 

Items may be deleted from the database even if they are used in a Bid; however, Items cannot be deleted if they are part of a Mixture, Chain, or Assembly.

 

Master information (other than Items and Assemblies) used in any Bid in the database cannot be deleted although some lists provide for an automated replacement making it easier to delete used entries:

Contacts, Items, Divisions/Sections, Cost Codes, Account Codes, Estimators, and Job Statuses cannot be deleted from the database - you would need to review each Bid and Assembly in the database to remove one of these entries.  

However, Contact Types, Item Types, Manufacturers, Containers, Payroll Classes, Job Types, and Condition Types provide a "Replace" option that searches through the database replacing one Condition Type with a different Condition Type, you can then delete the original from the database.

 

 

Each of these options is detailed in the Master Database Tables section.

 

 

 

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