User Instructions for Recording: Managing Work Order Quotes and Tasks

This guide walks you through the steps to manage work order quotes and tasks in the system.

Step 1: Access the Work Order Quotes

From the main menu or search bar, navigate to the Work Order Quotes section.
Open the Work Order Quotes page.

Step 2: Select a Quote

In the list of quotes, click on the quote you wish to work with.

Step 3: Open Tasks for the Quote

From the quote’s details, look for the Tasks button or action and click on it.

Step 4: Work with the Task List

Once the Task List opens:
1. Look at the rows for existing tasks (e.g., codes, descriptions, or service types).
2. To edit or focus on a specific field (e.g., “Code” or “Description”), simply click on it.
3. Update the Task Description : Enter the updated task details for each row. - Example value: You could input “Evaluate Unit” into the “Description” field.
4. Move to the next task by selecting the next row.
5. Add Another Task Details :
- Enter values like “02” for “Code”.
- Update the “Description” field, for example, with “Repair Radiator”.
6. Review other information (e.g., “Service Type”) as needed.

Step 5: Save or Close the Task List

Once all updates are made, close the Task List page by clicking on the Close button (or equivalent).

Step 6: Link Tasks to Quote Lines

On the quote details page:
1. Look for the section with Quote Lines.
2. To link tasks:
- In the “Task” column, type or search for the relevant task code (e.g., the task you added earlier).
- Review the list of tasks and select your desired task.
- Confirm your selection by clicking OK.

Step 7: Complete and Save

Ensure that all required fields are filled in the quote and task lists.
Save the quote or close the page to finalize your updates.

Notes:

Repeat steps for additional quotes or tasks as needed.
If a task or value isn’t visible, try using the search or filter options where available.

You’re done managing your work order quotes and tasks!