Estimates

These settings are located in the Estimates section on the Application Options page. To open the Application Options page, go to Menu > Setup > Options > Application Options.

Estimates
Automatically Approve Estimate

Applies to

TMT Fleet Maintenance

Description

The option allows the service writer to make the system automatically approve estimates without the customer’s signature (digital or otherwise).

Options

  • NO (default)
    The system does not automatically approve estimates.

  • YES
    The system automatically approve estimates without the customer’s signature (digital or otherwise).

Additional notes

  1. All repair orders created from an estimate in the system’s web access require an approval on the estimate.

  2. This option can be overridden at the Customer option level.

  3. The system looks for the setting at the Customer options level first, then at the Application options level.

  4. If the Customer options is set differently from the Application options it becomes independent of the Application Options settings. Changing the Application Options does not sync the Customer options.
Estimates
Create Estimates Sections By Job Codes

Applies to

TMT Fleet Maintenance

Description

The Section dialog on an estimate will have the Jobcode field as the first field. This allows a Jobcode to be selected to create the section. If parts are associated with the Jobcode they will be added to the estimate. A labor line will be created based on the task time. The cost of the labor will be determined by the Invoice Price Table. If the price table has Actual for Labor, the cost will be the shop rate marked up according to the price table. If the shop does not use a shop rate, it will be zero. If the labor is based on a specific pay grade, the Base amount will be used and marked up according to the price table.

Options

  • NO (default)
    Estimates created by component code.

  • YES
    The Section dialog on an estimate will have the Jobcode field as the first field. This allows a Jobcode to be selected to create the section.

Additional notes

In order to use the estimate options the following additional setup is required:

  1. In Setup > Options > Application Options > Invoicing, Sum Labor for Invoice by Task Time must be checked. This requirement would also apply at the Shop and Customer level options.

  2. In Setup > Options > Application Options > Repairs > Jobcodes, Employee And Jobcode Assignments and Allow Employee Assignments Without A Jobcode must be set to Yes and Auto Default Job Code (Component, Complaint) and Auto Create Job Codes Based On Fleet should be set to No. This requirement would also apply at the shop level options.

  3. Jobcodes should be created with task times. Parts can also be added, but is not required. The task time must have at least one item selected from Shop, Unit, Customer, Make, Model, Year, Unit Type, and Fleet ID.

  4. The Jobcode Task should not be using Fixed Pricing. If the task is using fixed pricing, a warning will be displayed that the task is using fixed pricing and should not be used on the estimate.
Estimates
Copy Fees From Estimates To Repair Orders

Applies to

TMT Fleet Maintenance

Description

When an RO is created from the estimate the part lines on the estimate will be copied to the RO and charged out.

Options

  • NO (default)
    The program does not copy fees from estimates to repair orders. Users must enter the fees manually.

  • YES
    The program does copy fees from estimates to repair orders

Additional notes

This option is not available unless Create Estimates Sections By Job Codes is set to YES.
Estimates
Copy Parts From Estimates To Repair Orders

Applies to

TMT Fleet Maintenance

Description

When an RO is created from the estimate the part lines on the estimate will be copied to the RO and charged out.

Options

  • NO (default)
    Parts on the estimate do not transfer to the RO.

  • YES
    When an RO is created from the estimate the part lines on the estimate will be copied to the RO and charged out.

Additional notes

  1. This option is not available unless Create Estimates Sections By Job Codes is set to YES.

  2. If there is insufficient quantity, a message will be displayed indicating how many parts were charged of the original quantity requested on the estimate.
Estimates
Copy Services From Estimates To Repair Orders

Applies to

TMT Fleet Maintenance

Description

When an RO is created from the estimate the service lines on the estimate will be copied to the RO.

Options

  • NO (default)
    Service lines on the estimate do not transfer to the RO.

  • YES
    When an RO is created from the estimate the service lines on the estimate will be copied to the RO.

Additional notes

This option is not available unless Create Estimates Sections By Job Codes is set to YES.
Estimates
Default Complaint Code For Estimates

Applies to

TMT Fleet Maintenance

Description

If a value is entered here, when the Jobcode is selected to create a section the complaint will default to the default complaint.

Options

  • --NONE SELECTED-- (default)

Additional notes

If the default complaint is not valid for the component code associated with the Jobcode, the complaint code will be blank and require a valid code to be selected.
Estimates
Default Reason For Repair For Estimates

Applies to

TMT Fleet Maintenance

Description

If a value is entered here, when the job code is selected to create a section the repair reason will default to the default repair reason.

Options

  • --NONE SELECTED-- (default)

Additional notes

If the default repair reason is not valid for the component code associated with the job code, the repair reason will be blank and require a valid code to be selected.