Await Review Quote Detail

On this page you review quotes that have been submitted for approval.

The top of the page shows information about the work order the quote is for. The work order number and asset number link to their respective pages (if you have permission to access those pages).

Quote Details

The Quote Details show all the costs by charge type for the submitted quote. Click Show itemized breakdown to view line items for the estimate.

You must have quote itemization turned on in order to view costs as line items.

The table shows:

• Provider: The provider for the work order

• Provider Quote #: The number (or ID) assigned to the quote by the provider

The following charges (ordered by Charge Type) and their totals are pulled from the manual input for the quote.

• Travel Charges

• Labor Charges

• Parts: Combined cost of parts saved in the system and not saved in the system (the Add Part and Part Adjustment Charges on the quote input)

• Miscellaneous Charges

• Subtotal (Not Incl Tax): The sum of all line items, not including taxes

• Total Tax: The sum of taxes on all line items

• Quote Total: The sum of the Subtotal and the Total Tax

• Not to Exceed (NTE): The not-to-exceed amount for the work order

If the quote submitted is an uploaded file, you can download and view the file by clicking the download button.

Review Action

At the bottom of the page, you can take action on the quote by specifying the following details:

• Capitalized Work Order: Select Yes to capitalize the work order costs

• Account Code: The code for the account covering costs for the work order

• Task Number

• Task Description

• Review Action: Select whether to Approve, Reject, Park quote, or Request Re-quote

• Comments: Input any comments on for the quote review

Once you have reviewed the quote and set the Review Action, Save the review to continue processing the work order. You can also Log Note to add the quote review as a note to the work order log.