Source Step 07 - Work Order: ESTIMATES tab (empty)

FS v2 mobile design reference - supporting browser screenshot and extracted notes

Top Level
Source step 07 screenshot Click image to enlarge

07 — Work Order: ESTIMATES tab (empty)

Description

Estimates tab of a new Work Order (no lines yet). Used for planned pricing.

Screen

Work Orders form — header "Maintenance". Active tab: ESTIMATES.

Tabs (top)

SUMMARY, ESTIMATES, TASKS, MATERIALS, WORK TICKETS, ACTUALS, INVOICES, PREPAYMENTS, DEFAULTS, RELATIONS, ACTIVITIES, GL ACCOUNTS. Process buttons: Complete Order, Prepare Invoice, Create Work Ticket.

ESTIMATES tab contents

Columns: Inventory ID, Billing Category, Item Type, Warehouse, Description, UOM, Estimated Quantity, Estimated Unit Cost, Estimated Ext. Cost, Markup %, Manual Price, Unit Price, Manual Markup, Estimated Ext. Price, Discount %, Discount Amount, Amount, Price Note, Tax Category. Summary fields: Price Total 0.00, Tax Total 0.00, Line Discount Total, Document Discount Total, Order Total 0.00.