Estimates Action Menu - WebTMA 5

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> Requests / Request Log B
  • Transactions > Work Order > Records
  • Transactions > Work Order > Single Task Word Order
  • Transaction > Project > Records

The Estimate link has three possible options:

  • Plain text when no estimate exists
  • Bolded for one estimate. This opens the Estimates window.
  • Bolded for more than one estimate. This opens the Estimate List popup window with clickable links to open the record.

On the Estimate List window, click the Estimate # link or double-click a line to open the desired Estimate record.

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