Adding Text to a Service Estimate

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Adding Text to a Service Estimate

Use this option to add free text to a service estimate.

Display the Estimate Information screen for the estimate you want to add text to.

Refer to "Maintaining the Service Estimate Header".

Select the Accept button or press F2 to proceed.

Micronet displays the Estimate Transaction Processing screen.

Select EDIT | TEXT.

Technical Tip

By default, the Estimate Transaction Processing screen is set to EDIT | ITEM so you add or edit materials for an estimate (refer to "Adding Materials to a Service Estimate" ). When you select this menu option, EDIT | TEXT is selected so you can add or edit text. You can also add or edit labour for a job (refer to "Adding Labour to a Service Estimate").

If you want to:

add a text line to the estimate, select the Add button
insert a text line in the estimate, select the line below where you want the line inserted then select the Insert button
delete a text line from the estimate, select the line then select the Delete button
edit a text line, double click on a line or select a line then press Enter.

If you selected to add, insert or edit a text line, Micronet displays the Add Text screen.

Complete the following fields:

	Field	Value
	Enter Text	Enter the text to be posted against the estimate.
	Stage	Micronet displays the default stage for this estimate as set in the Department master file (refer to "Adding a New Department"). Normally this would be set to 1. You can delete this and enter another stage if required. You can also press Tab or Enter to select a stage.

Reference

If your estimate has multiple stages and you haven't created them yet, refer to "Estimate Transaction Processing - Stages - Variations and Stages".

When you have finished, select the Accept button.

If you added text to the estimate, Micronet redisplays the Add Text screen so you can add further text if required.

When you have finished adding text to the estimate, select the Cancel button.

Micronet redisplays the Estimate Transaction Processing screen, showing the items, text and labour posted to the estimate.

Continue processing the estimate by completing the steps required in the "Service Estimates Overview".