Print Work Order Estimates

This option can be used to re-print Work Orders Estimates from current or from history.
This re-print Work Order Estimates utility respects the forms control print format defined for TX_WOEH10.RPT as setup in Customer Forms.
The printed headings for parts, services, taxes, and totals, can be customized by language in Document Field Labels for standard and Crystal forms.
Labels for Jasper forms are controlled by language tables that can be defined on the server as outlined in Customer Forms.

The prompts are:

ESTIMATE LOCATION

Select one of the following:

• Select Current to print estimates that have not been deleted, or have not yet been converted to a W.O. and billed.
• Select History to print estimates that have already been converted to W.O.'s and have been billed on an Invoice or closed out to a repair.

STARTING ESTIMATE#

Enter the first estimate number to print, or select one from the Estimate/Work Order Search window.

ENDING ESTIMATE#

Enter the ending estimate number to print, or select one from the window.

The documents included in the output are restricted by division according to the Divisional Restricted Views assigned to the operator.

PRINT FORMAT

Select one of the following output options:

• Select Detail to print the complete labor, parts, services, and tax details for each estimate in the selected range.
• Select Summary to print only the estimate summary.
  Totals for each of labor, parts, services, and taxes, are then printed.
• Select Totals to print the final estimate total only, with no detailed breakdown.

EMAIL

This field is only enabled when the Use Contact Document Emailing feature is activated in the Company Email Configuration.

Uncheck this box to print the document instead of emailing it.

Check this box to email the selected estimates to the appropriate contacts flagged in the Contact Information for the customer/site.

• If the document is emailed it will not be printed as well.
• If a single document is to be emailed the Compose Email pop-up is triggered that can be customized, or the operator can Cancel out to print the document instead of emailing.
• If a range of documents are emailed, any documents in the selection range that were not emailed (i.e. there are no valid contact addresses flagged to receive an estimate) are printed instead.
• If a range of documents are emailed the total number to be emailed is displayed and confirmation is required, to help prevent a mass email run from being sent in error.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Print Format Option:
The option to re-print the document in the Standard format, or print using Crystal or Jasper forms is provided if Customer Forms has been activated and setup for this division, with the option to "Prompt Format On Reprint".

Document Reprint Log:
When multiple estimates are emailed or printed a Document Reprint Log is generated listing the documents with the actions and recipients.