Create a work order estimate

1. At the EMMS main menu, select Maintenance | Work Order Estimating. The Work With WO Estimates display screen appears.
2. Click Add . The Create WO Estimate enter screen appears.
3. Fill in the fields as required.

   Billing Customeris the customer to be billed for the work if different from the customer. It will be filled in automatically if a unit is selected; however, you can override the billing customer number that is entered. You can click on the Prompt button to select the customer from a list.

   Customeris the customer the unit is associated with. It will be filled in automatically if you click Enter after selecting the unit; however, you can override the customer number that is entered. A value is required. You can click on the Prompt button to select the customer from a list.

   Customer Contact Nameis the name of the person at the customer company who can be contacted about the estimate/work.

   Departmentis the department or shop that will do the work. It defaults to the department of the person who is signed on. You can click on the Prompt button to select the department from a list.

   Expiryis the date and time the estimate expires; prices may change after this time. It defaults to the current date plus the number of days defined in the business parameter Default Number of Days. The date can be changed.

   Facilityis the facility preparing the estimate. It defaults to the facility of the person who is signed on. You can click on the Prompt button to select the facility from a list.

   Miscellaneous Unitidentifies whether or not the equipment unit is miscellaneous. If an existing unit is entered but the miscellaneous unit field is Yes, Enrich will assume that this is NOT the existing unit.

   Requestedis the date and time the estimate is being created. It defaults to the current date and time; the date can be changed.

   Unit Numberis the equipment unit that the estimate is for. A value is required. You can click on the Prompt button to select the unit for a list, then click Enter and Enrich will fill in the Customer and Billing Customer fields. Or you can enter a miscellaneous unit number.

4. Click Enter . The Confirm prompt appears.
5. Click Confirm.
6. If you have selected Yes for miscellaneous unit, the WO Estimate Misc Unit Details screen appears.
   1. Fill in the fields as required.

      License #is the unit's license plate number.

      Makeidentifies the manufacturer of the unit.

      Meter Readingis the current meter reading on the miscellaneous unit.

      Modelis the model of the equipment unit.

      Serial #is the serial number of the miscellaneous unit.

      Unit Yearis the year the equipment unit was made.

      UOMis the unit of measure used for the meter reading. You can click on the Prompt button to select the unit of measure from a list.

   2. Click Enter to continue with the estimate.
7. If you have selected a miscellaneous customer, the WO Estimate Misc Customer Details screen appears.
   1. Fill in the fields as required.

      Nameis the name of the customer or customer company.

      Addressis the customer's street address for billing.

      Cityis the city in which the customer is located.

      Prov/Stateis the province or state in which the customer is located. You can click on the Prompt button to select the province or state from a list.

      Postal/Zipis the customer's postal or zip code.

   2. Click Enter to continue with the estimate.
8. The Edit WO Estimate change screen appears.
9. Fill in the fields as required.

   Chargeis the flat rate charge for the item, if appropriate. This charge overrides the customer price book.

   Componentis a component on which work will be performed. You can right-click in the field and select Prompt to select the component from a list. Only one of Component/Task or Item-Part should be entered on a line.

   Disc$is a discount amount to be applied to the line, to 2 decimal places. It is optional. This will be filled in automatically from the rate books, but can be overridden.

   Disc%is a discount percent to be applied to the line. It is optional. If filled in, Enrich will calculate the dollar amount, fill that in to the Discount % field, and leave this field blank.

   Hr/Qtyis the number of hours that will be required to perform the task, or the quantity of the part required.

   Item-Partis a part required for the work order. Only one of Component/Task or Item-Part should be entered on a line. You can right-click in the field and select Prompt to select the item from a list.

   Rateis the hourly rate for the task, or the unit price of the part. This will be filled in automatically from the rate books, but can be overridden.
        If you override a rate and later wish to return to the rate-book rate, clear the field and click Enter .

   Taskis the type of work that will be performed on the component. You can right-click in the field and select Prompt to select the task from a list. Only one of Component/Task or Item-Part should be entered on a line.

10. Click Enter to save the estimate.
11. Click Change to go to the Edit WO Estimate change screen.

Back to Work Order Estimates