The following links are available on the Action Menu for the Estimate window.
Authorize
The Authorize link is used to approve a record and allow the action to be taken. Frequently, a record will display AUTHORIZATION REQUIRED on the interface. If so, select the Authorization link to open the Authorization flyout to enter the appropriate information.
Regardless of the approval system used, your WebTMA System Administrator sets up the requirements. The link is found on the Action Menu of many windows such as Work Order, Estimate, and Purchase Requisitions/Orders.
Change Order
Change Orders are used when an authorized Estimate is changed or a Project Estimate exceeds the authorized amount. Click the Change Order link on the Estimate window Action Menu to open the Change Order window.
Manual Routing
Manual routing is a fast way to get approval when your organization uses the Approval Routing System. Use of the link follows the same principles as regular approval routes, but Manual Routes apply only to one record and are used when you do not plan to apply the route repeatedly.
With Manual Routing, you create a route on-the-fly from a record. You can also select an existing route for the Manual Route. The difference between Manual Routing and the established routes is that the Manual Route is not re-used.
Show Audit History
The Show Audit History link opens the Audit History flyout. When values in a field have been changed, the initial view on the flyout shows the modification Date, User, and Transaction Type. Expand a line to open a second tier for more details.
The second tier fields show:
- Field Name
- Old Value
- New Value
- Record Type
Tracking
The Tracking link opens the Status Tracking flyout. Use Status Tracking to add or review changes in the status of the related Work Order, Project, Purchase Order, Equipment, and similar windows.
Windows with a Status field have the Tracking link. Any time a status is changed on the record it is also visible on the Status Tracking flyout.
You also have the option to select the Add Status Entry link on the Status Tracking flyout to open the Add Status flyout and insert your own status line.
Want to Learn More?
Visit the WebTMA Help Page
