Transfer Revision

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sbcauto
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Transfer Revision

Post by sbcauto »

How Come When A Revision Is Transferred To Estimate It Applies Invoice Number Even Though It Says Estimate? The Odd Time Cust Books But Does Not Show Up & Then I Cannot Delete Without Loosening Invoice Number .
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ricmorin
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Re: Transfer Revision

Post by ricmorin »

When you transfer a revision, it is considered sold work. An estimate and work on a revision are the same thing, so best practices dictate that you simply make an estimate for scheduled work, then if they don't show you can delete without worry. Revisions are designed for additional work once the vehicle is in your possession and needs more .
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
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