The Amend Estimate Values form is used for logging the values of an estimate as it progresses with the repair company from an estimate to invoicing.
The following fields are displayed:
The estimated cost value for the repair category.
The final agreed cost value for the repair category.
The invoice cost value for the repair category posted from the physical invoice that is received from the repairer. Once an Invoiced value is entered for the row within the form then the Select checkbox is enabled. If this checkbox is ticked then an asterisk is placed within this Posted column in the Estimate Record to denote that the value is selected for posting.
Any difference between the original estimated value and the posted invoice value populates the Savings column.
This checkbox is enabled when the Invoiced value is populated. Once an Invoiced value is entered for the row and this checkbox is ticked then an asterisk is placed within this column to denote that the value is selected for posting. The
icon is then enabled on the toolbar.