How to Add Estimates - WebTMA 5

Path: Transactions > Estimate > Records / Identity Tab

You can open the Estimate window from the Action Menu on the Work Order, Project, or Request windows or using the menu path.

  1. Complete the required fields.
  2. Click the Add Item link at the top of the line item grid to open the Estimate Items window.
  3. Complete the required fields on the Estimate Items window.
  4. Click the Save button on the popup to add a line item to the Estimate window.
  5. Click the Cancel button on the popup when all line items are added.
  6. Complete Estimate window estimate fields as needed.
  7. Click Save on the WebTMA toolbar. When Estimates is opened in a secondary window, be sure to click this button on the Estimates window.

WebTMA completes the Estimate No. field automatically when you save the record.


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