RTA has an option allowing estimate work orders to be generated. Estimates can be generated, printed, and given to customers, departments, managers, or anyone else who needs this information. The great thing about the Estimate Work Orders feature is that it's easy to learn and use because it works similarly to the standard work order option (WW, WB). Therefore, if you know how to create and post to work orders, you already know how to use estimate work orders. The main difference between work orders and estimate work orders is that the items posted on estimate work orders (costs, inventory, mechanic productivity, etc.) DO NOT affect most data files in the RTA system. Instead, they remain on "hold" until the estimates are approved and become actual work orders. Due to the similarities between Work Orders and Estimate Work Orders, the instructions for creating and posting to estimate work orders will be explained briefly. For more detailed information about a particular option or function, refer to the earlier sections in this chapter.
Many of the prompts or windows discussed in this section may vary from the actual prompts and windows that will appear on your system. The work order switches apply to estimate work orders as well; therefore, you may or may not be prompted for some of the information described due to the settings in the system parameters. Data fields controlled by a switch will be noted (SSx, switch xx).

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Adding an Estimate

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