Obtaining Customer Approval or Rejection for a Charge
Once you have estimated the cost of repair, you can obtain your customer's approval for the charge. This step may be optional or required, depending on your value for the profile option Service:Minimum Repair Status for Submitting Jobs.
Prerequisites
To indicate customer approval or rejection for a charge:
1. Enter search criteria in the Find Repairs window and choose Find to navigate to the Repairs window.
2. Select a line, then choose the Approval button.
The Approval window appears.
3. Select the Approved or Rejected check box to specify whether the charge has been accepted or rejected.
If the customer agrees to the charge, it must be approved by a valid contact for that customer. After you save your work, the line's status becomes Estimate Approved.
If the customer rejects the charge, you must assign a reason for the rejection. After you save your work, the line's status becomes Estimate Rejected.
See Also
Setting Up Reject Repair Reasons
Enter a charge for a repair line. See: Entering Charges.