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.
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Open the Approve Estimate SRO form.
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Select Change Order.
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Select the SRO number, line, and operation that you are working on.
- 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:
- Customer PO
- Optionally, specify the associated customer PO
number.
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Click OK.