Estimate Transaction Preservation

To preserve the original contractual agreement, you can lock down estimate transactions after an SRO estimate is approved.

To enable this feature, select Lock Estimate on Approval on the Service Parameters form. When this field is selected, estimate transactions are locked automatically when the SRO status changes.

In addition, the Service Orders form includes a Lock Estimate field to control whether users can change estimate transactions.

The Service Order Transactions form includes an Estimate Locked column that indicates the lock status of the SRO associated with the transaction.