Removing an Estimate a Work Order Transaction
- Kevin Meek
From time to time, a transaction will either be posted incorrectly or to the wrong line. When issues arise with the posting, whether it’s parts, labor, warranty or misc., the user can remove the posting by using the “Remove” button.
To Remove a transaction to an Estimate Work Order job line:
1️⃣ Navigate to: Maint. & Repair ➝ Work Orders ➝ Estimate Work Order
2️⃣ Select an existing Estimate from the list.
3️⃣ Open the Estimate and locate the job line you wish to Remove posting transactions from.
Go to the Posting screen and select the Estimate Work Order Line, under “Transactions”, see the previously posted units to confirm accuracy. At the far right you will see a Remove option with an trash can.
Any lines that need to be removed, click on the arrow and select “Proceed” when prompted.
The result will remove it completely from the transaction list.
