Add, edit, and remove estimate sections

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.

For more information on sections and lines, see Sections and lines overview.

Add sections

  1. Look up or create an estimate. The Estimate page opens.

  2. In the Sections/Lines pane, click Add Section. The Add/Edit/View Section window opens. The window has three sections: Job Code, Section Details, and Comments.

  3. Make entries in the Job Code section as needed. Your company may have set up the system to populate these fields automatically:

    Field Definition

    Job Code

    Job code’s ID

    Job Codes are used to establish baseline hours for activities. If you don’t know the job code, you can find it using the Search icon Search icon.

    The Job Code field is required if the Create Sections by Job Code Instead of Component Code option is set to YES at the Application or Shop level. You can check the option settings by going to Menu > Setup > Options > Application Options > Repair. For more information, see Application Options Repair settings.

    Description

    Job code’s description

    Estimated Time

    Estimated time to complete the job

  4. In the Section Details section, make entries in the required fields. Make entries in other fields as needed.

    Required field: *

    Field Definition

    Component *

    Enter a component code.

    Component codes are based on the Vehicle Maintenance Reporting Standards (VMRS) standard component codes for Systems, Assemblies, and Parts on a unit. The codes are developed in three sets of three digits. They are separated by dashes:

    • XXX: Three digits represent a System on a unit. This is the highest level of a component. For example, 013 is the component code for Brakes.

    • XXX-XXX: Three digits dash three digits represent an Assembly on a unit. For example, 013-001 is the component code for the Front Brakes and Drums.

      Note: Trimble recommends using an assembly code wherever possible.

    • XXX-XXX-XXX: Three digits dash three digits dash three digits represent a Part on a unit. For example, 013-001-014 is a Front Brake Shoe.

    Note: The quick search for the component code enforces the max component code. If the max is set to system, the quick search displays 3-digit component codes. If the max is set to assembly, the quick search displays 3- and 6-digit component codes. If the max component level is set to part, the quick search shows 3-, 6-, and 9-digit codes.

    Component Description

    Component code’s description

    Complaint *

    Enter the complaint.

    The complaint code represents the problem that prompted the repair. Complaint codes are based on the component code you select. Some examples of complaint codes include Broken, Worn Out, and Cracked.

    Repair Reason *

    Enter the reason for the repair.

    By default, the system shows standard ATA reasons for repairs, based on the component code you enter.

    Vendor

    Enter the vendor name. If you don’t know the vendor, you can find it using the Search icon Search icon.

    Billable

    If the Billable option is set to YES, the section will be included on the invoice for the repair order. The default setting is YES.

    Comments

    Enter remarks as needed.

  5. Do one of the following:

    • To save the section, click Save. The program saves the section information. The window closes.

    • To save and add another section, click Save/Add New. The system saves the section information. The window remains open to allow you to add another section.

    • To close the window without saving your changes, click Cancel.

Edit sections

To make edits in a section:

  1. . Look up or create an estimate. The Estimate page opens.

  2. In the Sections/Lines pane, select a section. The section expands.
    Note: Do not select the checkbox in the row. It enables the Delete Selected button.

  3. To edit the section, click Open. The Add/Edit/View Section window opens.

  4. Make entries in editable fields as needed.

  5. When you no longer need to make changes, do one of the following:

    • To save your changes, click Save and then click Close. The program saves the assignment. The window closes.

    • To close the window without saving your changes, click Cancel.

Remove sections

When a section includes charge lines, you must delete the charge lines before removing the section. You cannot delete a section with charge lines.

  1. Look up or create an estimate. The Estimate page opens.

  2. In the Sections/Lines pane, select the checkbox next to the section you want to delete. Selecting the checkbox enables the Delete Selected button.

    Note: Clicking the checkbox next to the Delete Selected button selects all sections.

  3. Click Delete Selected. The Delete Section(s)? system message window opens. It asks, "Are you sure you want to delete Number section(s)?"

  4. Do one of the following:

    • To delete the section, click OK.
      The system deletes the section. The window closes.

    • To close the window without deleting the section, click Cancel.