Add, edit, and remove estimate lines

Each estimate is made up of one or more sections. Each section requires a component code, which categorizes the type of maintenance needed for the repair.

Each estimate section is made up of one or more lines. Lines detail the exact parts, labor, and services used by the estimate. Lines can also track comments made about the section.

For more information on sections and lines, see Repair order sections and lines overview.

Add lines to an estimate section

After you add a section, you can add line items to it. There are two times, however, when you cannot add a line item to a section:

When the section has a status of Closed or Pending.
When adding a line item would exceed the Enforce Unit Max Repair Amount limit, if applicable.

When the Enforce Unit Max Repair Amount option is set to YES, it sets a maximum total cost limit for unit estimates. You cannot add lines that exceed the limit. If you try, the program displays the program message "The repair order total cannot exceed the max unit repair amount."

Lines you can add to an estimate include:

Tax
Fee
1. Look up or create an estimate. The Estimate page opens.
2. In the Sections/Lines pane, select a section to open it. The section expands to display section details.
  
  Note: If no sections appear, add a section to the estimate.
3. Follow these steps to add a line:
  1. Select Add.
    The Add/Edit/View Line window opens.
  2. In the Line Type field, select the line item you want to add, Tax or Fee.
  3. Make entries in all required fields.
  4. When you are finished, do one of the following:
    
    To save the line, select Save. The program saves the line. The window closes.
    
    To save and add another line, select Save/Add New. The program saves the line information. The window remains open to allow you to add another line.
    
    To close the window without saving your changes, select Cancel.

Edit lines on an estimate section

Look up or create an estimate. The Estimate page opens.
In the Sections/Lines pane, select a section. The section information is displayed.
Select the checkbox for the line that you want to edit. The Open button is enabled.
Select Open. The Add/Edit/View Line window opens.
Make changes as needed.
When you are finished, do one of the following.
- To save the line, select Save. The program saves the line. The window closes.
- To save and add another line, select Save/Add New. The program saves the line information. The window remains open to allow you to add another line.
- To close the window without saving your changes, select Cancel.

Remove lines from an estimate section

If you create a line item in error, you can delete it as long as the repair order status is Open.

To remove a line:

Look up or create an estimate. The Estimate page opens.
In the Sections/Lines pane, select a section. The section information is displayed.
Select the checkbox in the line that you want to delete. The Delete button is enabled.
Select Delete.
The Delete Line program message window opens. It asks, "Are you sure you want to delete Number line(s)?"
Do one of the following:
- To delete the line, select OK.
  The program deletes the line. The window closes.
- To close the window without saving your changes, select Cancel.