Running the Service Order Estimate Report

Use the Service Order Estimate Report to preview or print a list of SRO estimate information. Follow these steps to run the report:

Open the Service Order Estimate Report.
For these fields, select the range of values to include in the report:
- SRO
- Line
- Operation
- Customer
Select the date on which the estimate occurred.
In the Valid Thru field, select a value to indicate how long the estimate will be accurate.
Select Include Freight/Misc Charges to include these charges in the estimate.
Select Calculate Tax to include tax charges in the estimate.
Select the notes to include in the report:
- Print SRO Notes
- Print SRO Line Notes
- Print SRO Oper Notes
- Print Customer Notes
- Print Internal Notes
- Print External Notes
Click Preview to preview the results before printing.
Click Print to generate and print the report.