Once an Estimate has been accepted, it can be converted to an Invoice. This process should be done prior to working on the service unit, because it enables the operator to print a detailed Technician's Worksheet.
The Convert option, on the General tab on the Workorder Development screen, will process an Estimate into an Invoice. The system will first display any parts listed on the workorder. To transfer parts, highlight the desired item, and press the Enter key, or double click the left mouse button. The status, which is displayed on the left column of the list, will change from E to I. All items marked I will be added to the invoice. When all parts have been marked, select the Process button, and the work will be performed. At this time, all parts will be physically removed from inventory stock, and the totals adjusted.
The system will then display labor. Using the same highlight plus Enter / Double Click process, marking each labor description to be converted. Selecting the Process button key will begin the conversion of labor items.
When parts and labor are specified on the estimate, they would normally be converted. In some cases, an exact labor description will be put on the workorder, with an Estimate price that includes parts, although they were not specified. When the conversion takes place, however, the system will use the actual labor only price that was saved when the entry was placed on the workorder originally.
When diagnostic statements are used on an estimate, they should probably not be converted.
So you forgot to convert some items !
If you go through the process of conversion and skip some items, or accidently press the Process button before marking the items to be transferred, you can still move the other entries. Simply return to the Header screen, and select the Convert button again. Only those items not already transferred will be displayed. Process them just like you did the items on the first round. You can do this routine repeatedly if you are moving items from Estimate to Invoice status in stages ( ie. a restoration project ).
In some cases, a client will decline work, but then later will call and ask to have it performed. If you left the pertinent items in Estimate status, they can then be easily added to the Invoice.
Do not simply change the Type radio button on the General tab screen. If you do this, then all items in parts and labor will continue to be flagged as E type, and will not be processed properly. Use the Convert utility to handle this data correctly.