The Quote Copy frame allows you to create a new quote for a Unit or Dept. by copying an existing quote from a Closed Work Order, Old Quote, or Accident.
To perform the copy process select a source from the dropdown menu in the Existing Source section (Closed Work Order, Old Quote, Accident). Enter the existing Work Order, Quote, or Accident number or double-click in the field to select one from the List of Values.
In the Existing Unit/Dept section, enter or select the Unit or Dept. number for which you want to create the new quote. When finished, select the SAVE button at the top of the frame.
After saving, you will be redirected to Quote Main where you can make any necessary changes or updates to the new quote.
Quote Management Quick Reference Guide
Last Update: 10/19/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.