The Revision Authorization
dialog box provides the mechanism to add a subestimate, or to add some,
or all, of a number of sub-estimates, to your Manager order.
To attach sub-estimates to an
1. After all sub-estimates are complete, (see Creating
a Sub-Estimate ) select Transfer Revision.
The Revision Authorization dialog box displays.
2. Select the revision(s) you wish to include in the
The Include in this Revision fields are where you
revision(s) for inclusion in your order.
Select/deselect revisions by clicking your mouse
in the selection box next to the revision. The Revision Amount and the
New Total Estimate Amount dynamically change with each new combination
can supply "what if" scenarios for your customer by
clicking on/off the selection boxes of the available sub-estimates. The
Revision Amount and New Total Estimate fields change dynamically so
that the customer can consider the cost of the various sub-estimate
3. Complete/edit the remaining fields of the Revision
Authorization panel. These fields are:
- Revision Date - Fills in atuomatically with the date that the
revision is created. Change the date, if necessary, by selecting a new date from the pull-down choice list.
by - Choose Shop or Customer.
- Written by
- Choose Shop or Customer
by - Defaults to the customer name. Changee by over
- Reason for the revision.
(Called) - Phone number at which the customer was reached
to approve the revision.
(Called - Time that the revision was created/approved.
This field defaults to the time that the
box was opened.
Sun Estimates after Transfer- Removes the sub-estimates
after they have been transferred to the order.
Note: Only those
sub-estimates that are transferred to
the order will be removed.
4. Select Transfer.
The selected sub-estimate(s) is transferred to the