The option to create Estimates is related to these WebTMA modules.
Work Orders
If an Estimate is required, a reminder alerts you when you save a new record. The message includes an option to create the Estimate.
Request Log
You cannot create an Estimate in Edit mode from the Request Log window. First create and save a Request. Once saved, the Estimate link on the Action Menu is enabled. In View mode, click the link.
You are not required to create an Estimate from the Request Log window, but when a Request becomes a Work Order, a message informs you when one is needed.
Projects
First create and save a Project using Transactions > Project > Records. Next click the Estimate link on the Action Menu in View mode; you cannot create an Estimate in Edit mode from a Project.
You are not required to create an Estimate from the Project window, but when the Project activity becomes a Work Order, a message informs you when one is needed.
Project Requisition
For Advanced Account users, a Project Requisition that is linked to a Project with an attached authorized Estimate has specific rules. The Project Requisition / Billing Info Tab inherits read-only account lines from the Project Estimate, and the Billed Account field on the Project Requisition / Identity Tab is disabled.
Contracts
If estimates are linked to a Contract, the cumulative total of Estimates is displayed in the Current Estimate field of the Organization > Contract > Identity Tab.
Estimate Link on Action Menu
The Estimate link on the Action Menu behaves differently depending on whether no Estimate, one Estimate, or multiple Estimates exist. This applies to the Action Menu Estimate link on the following windows:
- Transactions > Requests > Request Log
- Transactions > Work Order > Records
- Transaction > Project > Records
The Estimate link has three possible options:
- Plain text when no Estimate exists
- Bolded for one Estimate. This opens the Estimate window.
- Bolded for more than one Estimate. This opens the Estimate List flyout window with clickable links to open the record.
On the Estimate List flyout, click the Estimate # link to open the desired Estimate record.
Want to Learn More?
Visit the WebTMA Help Page