Help Center

Work Order Estimating

Perform the following steps to add Estimating information to a Work Order 

On the Work Order Detail page

    1.  Click the plus sign on the Estimating | Accordion 

         The five Tabs for Work Order Estimating will display

Part Tab  

The user can Add, Edit quantities or Delete Stock Parts

To Add

    1.  Click on the Part Tab

    2.  Click New for a New record or Add if a record exist

         The Add Part Entry window will appear

    3.  Click to select a stock part

    4.  Enter the quantity in the Quantity field

    5.  Click Update   

To Edit a quantity

    1.  Click on the Part Tab

    2.  Click Edit 

         The Edit window will appear

    3.  Enter the new quantity in the Quantity field

    4.  Click Save

To Delete a Stock part

    1.  Click on the Part Tab

    2.  Click Delete to the right of the part to delete 

    3.  A message will be displayed Are you sure you want to delete this?

    4.  Click OK to delete the part or Click Cancel to cancel the deletion

Purchased Tab

Displays Non-Stock items that have been ordered on a Purchase Order and the status of those items

Labor Tab  

The user can Add, Edit or Delete Labor entries

To Add

    1.  Click on the Labor Tab

    2.  Click New for a New record or Add if a record exist 

         The Labor Entry window will appear

    3.  Click on the dropdown list to select a Craft

    4.  Enter the number of Craft persons required in the Quantity field

    5.  Enter the Duration for the Job in the Duration field

    6.  Click Update   

To Edit Labor record

    1.  Click on the Labor Tab

    2.  Click Edit 

         The Edit window will appear

    3.  Enter the new Craft, Quantity or Duration

    4.  Click Update

To Delete a Labor record

    1.  Click on the Labor Tab

    2.  Click Delete to the right of the record to delete 

    3.  A message will be displayed Are you sure you want to delete this?

    4.  Click OK to delete the record or Click Cancel to cancel the deletion

Other Tab  

The user can Add, Edit or Delete Other cost entries associated with the Work Order

To Add

    1.  Click on the Other Tab

    2.  Click New for a New record or Add if a record exist 

         The Other Entry window will appear

    3.  Click in the Description field and enter a Description of the cost

    4.  Click in the Quantity field and enter the Quantity

    5.  Click on the Source dropdown list to select either an Internal or External Source

    4.  Click on the Unit Cost field to enter the Unit Cost

    5.  Click on the Vendor dropdown list to select a Vendor

    6.  Click Update   

To Edit an Other record

    1.  Click on the Other Tab

    2.  Click Edit 

         The Edit window will appear

    3.  Enter the new Description, Quantity, Source, Unit Cost or Vendor

    4.  Click Update

To Delete an Other record

    1.  Click on the Other Tab

    2.  Click Delete to the right of the record to delete 

    3.  A message will be displayed Are you sure you want to delete this?

    4.  Click OK to delete the record or Click Cancel to cancel the deletion

Summary Tab

Displays the Estimate Totals for the Work Order