How do I Convert Estimate into a Work Order?

Updated on January 22, 2018 05:00PM by Admin

The conversion of an estimate into a work order is the beginning of the manufacturing process. And it will be more likely linked to a bill of material and other resources used. Therefore, the work order will probably show the following.

  1. The item being serviced or the quantity of the item/product to be constructed or fabricated.
  2. The problem summary and the service delivery window.

Steps to Convert Estimate into a Work Order

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Create a new estimate or select an existing estimate to be converted.
  3. Click on “Convert” drop down menu and select "To Work Order".
    convert to work order
  4. In the work order creation page(Work orders App) provide the following details:
    • Customer - Name of the customer will be pre populated from Estimates App.
    • Contact - Name of the contact will be pre populated from Estimates App.
    • Reported Date - Date of reported.
    • Status - Status of the work order.
    • Template - Name of the template of work order.
    • Sales Order - Select an order from an existing list.
    • Work Order# - This is an auto generated or manually entered number to identify the work order.
    • Currency - Select a currency from a pre defined list.
    • Item being Serviced - Select an item from predefined list.
    • Case - Select a case from an existing list.
    • Assigned To - Name of an employee.
    • Approver - Name of an employee.
    • Service Location - Select a location from a pre defined list.
  5. Fill in the problem summary information:
    • Severity - Select severity status from a pre defined list.
    • Urgency - Select urgency status from a pre defined lsit.
    • Problem Code - Select a code from a pre defined list.
    • Problem Description - Description about the problem.
  6. Fill in the service delivery window information:
    • Service Date - Date of service.
    • Service Start Time - Service starting time.
    • Service End Time - Service ending time.
  7. Fill in the services provided:
    • Task Name - Name of task will be pre populated. 
    • Hours - Enter hours spent for task. Rate - Enter rate per hour. 
    • Tax Code - Select a tax code from predefined list. 
    • Amount - This field is auto calculated from number of hours spent and rate per hour. 
    • Click on “Add Tasks” to add more tasks.
  8. Fill in the Products/Items Sold:
    • Item Name - Name of item will be pre populated. 
    • Quantity - Number of items to be invoiced will be pre populated. You are allowed to update this field.
    • Rate - Rate per item will be prepopulated. You are allowed to update this field. 
    • Tax Code - Select a tax code from predefined list. 
    • Amount - This field is auto calculated from number of items and rate per item. Click on “Add Items” to add more items.
    work orders from estimates


Related Links