Enrich EMMS Online Help

WO Estimating business parameters  

  1. At the EMMS main menu, select Administration | Business Parameters.
    • The Business Parameters display screen appears.
  2. Right-click on WO Estimating and select Change.
    • The WO Estimating Business Parameters change screen appears.
  3. Fill in the fieldsfields as required.

    3C 1COMP on WOE Line allows you to specify whether or not 3C comments will be required on estimates. The options are M=Mandatory or O=Optional. If mandatory, it will follow the VMRS/Customer/etc. hierarchy; approval will not be allowed if comments are not entered.

    Default From E-mail is the email address that will appear by default in the From field of the email estimate.

    Default Number of Days is the number of days for which an estimate is valid, by default. This can be changed on individual estimates.

    Mail Server SMTP is the email server to use. The server must support the Simple Mail Transport Protocol (SMTP).

  4. Click Enter to save the parameters.
  5. To work with the default email message:
    • Click Default Email Message .
      • The Display Comments screen appears with the email message.
      • Note that you can override this message when sending an email.
      • The message in the header of the email is hard-coded and cannot be changed. It states: "Total estimated cost (without taxes) for work order estimate No. 99 is $ 9999.99."
  6. Click Exit twice to return to the menu.

Back to Business Parameters