An AFE is the cost code an operator gives you for a job. AFEs are optional. If your customers don’t give you AFE numbers, you can ignore this page and the AFEs menu.
Add an AFE
- Go to AFEs and press Add AFE.
- Enter the AFE number, a description, and where it applies: the location, and if you like keywords and a contractor.
- Press Add AFE. Submitted entries that match are tagged with it automatically.
Entries without an AFE
Entries no AFE matched wait on the Not coded yet tab. Pick an AFE for them there when you want to; nothing else is held up. An entry on an issued invoice keeps its AFE until you void that invoice.
Conflicts
If two open AFEs fit the same entries, neither is picked and the Conflicts tab (and Home) says so. Change one of the two AFEs, or pick for those entries by hand.