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.
- Open the Approve Estimate SRO form.
- Select Change Order.
- Select the SRO number, line, and operation that you are working on.
- Specify this information:
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Est Approval Date
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The current date is displayed. Optionally, select a different date for the estimated approval date.
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Est Approved By
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Specify your name or the name of the partner who is approving the estimate.
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New Status
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Select the new status for the estimate:
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Customer PO
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Optionally, specify the associated customer PO number.
- Click OK.