Finding Estimate #s

[Sauvageaus]

When you first create an Estimate there is a Estimate number, but then you convert it to RO and then Invoice. After the Invoice is created/posted is there a way to search for the old Estimate number?

Sometimes parts get ordered when its still in a Estimate so on the Parts Invoice Slip it shows up as the Estimate # and not as the RO/Invoice #?

[timbre4]

With the RP or Invoice open on the Order screen, press Ctrl + F10 keys to generate a report to the screen. This audit report will include the Estimate # you started with.

[Sauvageaus]

With the RP or Invoice open on the Order screen, press Ctrl + F10 keys to generate a report to the screen. This audit report will include the Estimate # you started with.

That works, but if something got ordered under the Estimate # and we are uncertain which vehicle/Invoice it goes to then we don't have a Invoice # so there's no way to search by the Estimate #.

Sometimes parts are ordered by accident under the Estimate # and on the Invoice Slip it will have the Estimate #. Then the Estimate may be converted to RO/Invoice and so when going through Invoice Slips of the parts we will see the Estimate # and not the RO/Invoice # so are trying to find out what RO/Invoice that was ordered for.

[ARS]

We solve this by not using Po numbers- We type in the last name of the customer- This way you would not have to match up the estimate #- just the name. Works for us..