Print a work order estimate

1. At the EMMS main menu, select Maintenance | Work Order Estimating. The Work With WO Estimates display screen appears.
2. Right-click on the estimate and select Change. The Edit WO Estimate change screen appears.
3. Click Print .
   • The estimate will print on your default printer OR,
   • If Premium Forms is installed, the Work Order/Work Order Estimate Print Overrides screen will appear.
   • 1. Fill in or change the fields as required.

        Copiesis the number of copies of the estimate to print.

        Customer Emaildisplays the email address from the customer preferences for this estimate if one exists. If more than 3 addresses exist, the text "...More" will appear beside the third email. You can use the Recipient List option to access the list of email addresses and make any changes there as required. You can click on the Prompt button to select the email addresses from a list.

        Email- if checked, identifies that the estimate should be emailed to the specified customer/recipients.

        Email/Email Holdidentifies any emails that will be held.

        Holdidentifies whether the estimate should be held in the queue until released manually rather than being printed automatically.

        Out Priorityis the priority the estimate should have on the output queue. You can click on the Prompt button to select the priority from a list.

        Output Queueis the output queue the estimate will be placed in.

        Preview Document- if checked, identifies that you wish to preview the estimate in your web viewer.

        Print- if checked, identifies this as an initial printing.

        Reprint- if checked, identifies this as a reprint.

        Saveidentifies whether the estimate should be saved online after it has been printed.

        User Dataallows you to set up an identifier for the print job that will show up on the output queue.

     2. If more than 3 email recipients are required:
        1. Click Recipient List . The Multiple Recipients change screen appears.
        2. Click Add . The Multiple Recipients add screen appears.
        3. Fill in the fields as required.

           Email Tois the email address where the work order estimate should be sent. You can right-click in the field and select Prompt to select the email from a list.

           Contact Methodidentifies how the estimate should be delivered. You can right-click in the field and select Prompt to select the contact method from a list.

        4. Click Enter to save the recipients.
        5. Click Exit to return to the Work Order/Work Order Estimate Print Override screen.
     3. Click Enter .
        • If printing was selected, the work order estimate will print on your default printer.
        • If email was selected, the work order estimate will be emailed to the identified recipients.

Back to Work Order Estimates