Running the Service Order Estimate Report

Use the Service Order Estimate Report to preview or print a list of SRO estimate information. Follow these steps to run the report:

  1. Open the Service Order Estimate Report.
  2. For these fields, select the range of values to include in the report:
    • SRO
    • Line
    • Operation
    • Customer
  3. Select the date on which the estimate occurred.
  4. In the Valid Thru field, select a value to indicate how long the estimate will be accurate.
  5. Select Include Freight/Misc Charges to include these charges in the estimate.
  6. Select Calculate Tax to include tax charges in the estimate.
  7. Select the notes to include in the report:
    • Print SRO Notes
    • Print SRO Line Notes
    • Print SRO Oper Notes
    • Print Customer Notes
    • Print Internal Notes
    • Print External Notes
  8. Click Preview to preview the results before printing.
  9. Click Print to generate and print the report.
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