Clone or Convert Estimate


Work Order Menu -> Work Order Estimates -> CLONE button -> Clone or Convert Estimate

The clone/convert estimate process provides the ability to copy a Work Order Estimate without modifying the source estimate, or to create a Work Order from the Estimate.
This allows "Standard" generic estimates to be setup that can be cloned repeatedly to generate actual Estimates and Work Orders, always leaving the original source estimate intact.

The prompts to clone an estimate are:

ESTIMATE
Enter the "Standard" or source estimate number from which to clone, or select one from the Estimate/Work Order Search window.

ACTION
Select one of the following actions:
  • Click Clone Estimate to create a new Estimate, that is copied from the selected source Estimate.
  • Click Create Work Order to make a copy of the Estimate and then immediately convert it to a Work Order.

    Note: The operator can only clone an Estimate to Work Order if the Security Role assigned in Operators has permission to access to the Work Orders option in the menu tree.

    The following two options apply if a new W.O. is created:

    EXISTING WORK ORDERS window:
    If the product number has already been entered for service on a W.O. in the Make/Model field, and that W.O. has not yet been closed, a window opens displaying the outstanding Work Order numbers and the customer names.
    Windows are provided to drill down to view the W.O. header, details, and totals as outlined in View Document Information.

    A flag in the Company Estimate and W.O. Parameters, can be set to prevent a new W.O. from being created for a Non-Bulk product if an open Work Order already exists.


    DELETE ESTIMATE
    This delete option only applies when a W.O. was created and refers to the new Estimate just created associated with the new W.O., NOT to the original source Estimate.
    The delete default can be setup in the Company Estimate and W.O. Parameters.

    Uncheck this box to save the new Estimate that has just been cloned from the "Standard" Estimate.
    Check this box to delete the new Estimate that was the source for the new W.O.

    Note: If the estimate is deleted, the Invoice per Estimate Processing cannot be used, and the deleted Estimate does not appear in any estimate history inquiry information.


NEW WORK ORDER# / ESTIMATE#
Accept the next available auto-assigned number or enter a preferred number that has not previously been assigned to an Estimate or W.O. in current or in history.
If a W.O. is being generated, both the Estimate and the W.O. carry the same number.

The ability to over-type the document number is controlled by the Allow Custom Document# flag for the document type defined in Last Used Transactions.
A warning is generated if the number has already been used.


CUSTOMER#
Enter the customer number or select one from the Accounting Customer Search window.

SITE#
Enter the site or select one from the Site Search window.
This window can also be used to enter Ship To address information for the Estimate/W.O.

DATE
Accept today's date or enter the preferred date.
This date is assigned to each of the W.O. labor, parts and services details.

Date Range Control:
If the operator does not have date range override permission, to help prevent data entry errors the date is checked against the current Date Range allowed for "WOWH" WORK ORDERS, as defined in Date Range Control.


EMPLOYEE CODE
This field only applies when a Work Order is being created, and labor is being converted from the Estimate to the Work Order, as defined by the Back Order Parts and Ignore Labor flag in the Company Estimate and W.O. Parameters.

Enter the Employee code to be assigned to any labor details on the new W.O., or select one from the Employee Search window.
The employee code can later be changed for individual labor details when the clone action is accepted.

USE EMPLOYEE LABOR CODE
This prompt only applies if the selected employee has a labor code and wage rates assigned in Time Charge Operators .

Uncheck this box to use the general labor rate, as assigned to the labor service in Services Codes.

Check this box to use the employee's wage rate.
This can still be over-typed on the W.O. if required.

LABOR CODE
This field is enabled if there are multiple labor rates for the selected employee.
Select the appropriate labor service code and rate for this labor detail.

FOR DIVISION
Enter the division for the new Estimate or Work Order, or select one from the drop-down list.
The division selection respects the Divisional Restricted Views assigned to this operator.

FOR LOCATION
Enter the location for the new Estimate or Work Order, or select one from the drop-down list.
The location selection respects the Divisional Restricted Views assigned to this operator.

CLERK
This is the clerk associated with this document and the clerk name will print on the document.

If the flag to Prompt for Clerk is not set in the Company Security Parameters, then the operator code currently signed into the session will automatically display but can be over-typed as required .
If Prompt for Clerk is activated a valid operator code must be entered in this field and the clerk name will print on the document.
A further flag can be set to require the operator's password to verify the clerk's identity.

PASSWORD
This Clerk Confirmation window to capture the password and validate the operator code, only appears if the Company Security Parameters is set to Check Operator Password.

Finished?
Click ACCEPT to initiate the copy, or CANCEL to abort.

Inspection Forms for Texada Web Work Orders:
When Texada Web is activated in Logistics, then Inspection Forms will be automatically added to the resulting Work Orders if:

The forms added to each W.O. can be viewed in the Inspection Forms for Work Order window on the document and additional Inspection Forms can be added manually.
Topic Keyword: WOEH03
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)