Related Estimates

The Related Estimates dialog can be used for quickly locating all estimates related to the current equipment. To launch this option from the Dashboard interface Equipment View use the 'RELATEDESTIMATES' hyperlink. You can add this into the left-hand panel or in a user created field within the equip view from the Equip. Links button:

Label Editor - Related Estimates hyperlink

Left-Hand Panel in Equip. Links - Equipment View Options for Related Estimates

The Related Estimates dialog displays all estimate charges that are linked to the current asset:

Search for Estimates By Equipment

Note that the button on the bottom of the dialog can be used to filter the grid results to hide 'Incomplete' or 'Complete' estimates. Once the appropriate estimate has been selected, press the 'Goto Selected Estimate' button and you will be immediately taken to the Order System, the Estimates View will be chosen, and the selected Estimate will be selected.

There are several options available via right-mouse click in the grid:

·Show Group Panel

·Customize Fields

·Save Grid to an Excel File

·Print Grid |