Approving an Estimate Change Order

Use the Approve Estimate SRO utility to change an operation status and approve a change order. In most cases, you will open the form by clicking Approve Change Order on the Service Order Change Orders form. This topic describes how to approve a change order when you open the Approve Estimate SRO form directly.
  1. Open the Approve Estimate SRO form.
  2. Select Change Order.
  3. Select the SRO number, line, and operation that you are working on.
  4. Specify this information:
    Est Approval Date
    The current date is displayed. Optionally, select a different date for the estimated approval date.
    Est Approved By
    Specify your name or the name of the partner who is approving the estimate.
    New Status
    Select the new status for the estimate:
    • Open
    • Invoice
    • Closed
    Customer PO
    Optionally, specify the associated customer PO number.
  5. Click OK.