Completing estimates with no data

  1. Select Create Franchise Billing Processes > Create Estimates.
  2. Confirm that you specified the correct parameters on the Create Estimates page. If the parameters are incorrect, resubmit the job with the correct parameters.
    If the parameters are correct, complete these steps:
  3. Select Franchise Sales Charges to identify all open estimates and call-in estimates. You can also identify variances between the values that are submitted by the customer and the system-calculated values for the various charges.
  4. Review the reports to verify that the sales entries for the cycle date that you specified on the Create Estimates page exist.
    If the report is correct and sales entries do not exist for the cycle date, select the job for which the report was generated on the Create Estimates page.
  5. In the Customer field, click Drill Around, and select Franchise Contract.