Texada SRM Technical Reference Manual
Texada SRM Technical Reference Manual

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