Estimate Inquiry By Customer
** This utility is under development and is not yet available.
**
This Estimate inquiry displays a selected estimate for a
specific customer. The inquiry displays estimates in current and
history.
The prompts are:
- (C)URRENT OR (H)ISTORY
- Type C (Current) to view estimates that have not yet been
converted to a W.O. and then billed.
Type H (History) to view estimates that have already been converted
to W.O.'s and have been billed on an Invoice or closed out to a
repair.
CUST#
- <F4> Enter the customer number or look it up in the
window.
ESTIMATE #
- Enter the estimate #, or press <F4> to view a list of
Estimates for this customer.
For details on this order lookup or search process refer to
Estimate/Work Order Search .
MAKE/MODEL
- The make and/or model of the equipment will display.
DESCRIPTION
- The description of the equipment will display.
DATE
- The Estimate Date will display.
Parts, Labor, Services & Comments Windows:
Press ACCEPT Key to open the first window, then again for the other
windows.
- TOTALS
- The total parts, labor, services, taxes and order total will
display on the screen, after closing the Comments window.
Topic Keyword: WOEH06