ESTIMATE/INVOICE

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sbcauto
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ESTIMATE/INVOICE

Post by sbcauto »

I Have Noticed If I Sell A Revision & Transfer It To Estimate It Takes The Next Invoice Number In Line & Applys It To Estimate. On The Last On My Next Estimate Number Would Have Been 23581 However The Estimate It Choice Was 10880. Is There A Fix For This?
Thanks
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MRISICH
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Re: ESTIMATE/INVOICE

Post by MRISICH »

Was the sub estimate previously created, like the last time the vehicle was in for service? Or did you create those sub estimates today?
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sbcauto
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Re: ESTIMATE/INVOICE

Post by sbcauto »

Revision Was Created Last Time Vehicle Was In For Service
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MRISICH
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Re: ESTIMATE/INVOICE

Post by MRISICH »

Was the last time the vehicle was in a while ago?
I believe a new estimate number is used when you create the sub estimate; then when you "sell" that work it uses the estimate number that was created.
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
sbcauto
100 Club: Active Contributor
100 Club: Active Contributor
Posts: 145
Joined: Thu Feb 04, 2010 9:08 am

Re: ESTIMATE/INVOICE

Post by sbcauto »

With 5.9 The Revision When Transferred Would Generate A New Estimate Number Just Like As If You Create New Order. When I Sold This Revision & Transferred It The Estimate Says Estimate But It Is A Invoice Number & Does Not Change When Moved To Ro Or Invoice. (The Revision Was Created About A 10 Days Ago.
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