Estimate Conversion Settings

Use the Estimate Conversion Settings section of the General tab to activate the settings that determine how RepairCenter converts opportunities into repair orders.

How to

  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.

  1. On the General tab, under Estimate Conversion Settings, select the check box of each setting you want to enable.

    Note: For details about each setting, see "Window components - the Estimate Conversion Settings section" later in this topic.

Reference

Name Description

Allow RO numbers to be changed

Indicates both of the following:

  • Whether a repair order number can be changed from the Whiteboard tab.
  • Whether the Next Repair Order Number section on the General tab is available.

Important: Once your starting repair order number is configured, we recommend that you clear this check box to disable the setting.

Change RO Number when converting estimates

Indicates how estimate numbers are handled when an estimate is converted into a repair order:

  • When selected, repair order numbers are converted from the estimate number into a number determined by the settings in the Next Repair Order Number section.
  • When clear, the estimate number is used as the repair order number.

This check box is available only if the Allow RO numbers to be changed check box is selected.

Allow Non-Estimate repair lines to be added to converted estimates

 Indicates whether non-estimate lines can be added in RepairCenter to a repair order.

Force EMS Analysis upon converting estimates

Indicates whether the Estimate Analyzer automatically reviews estimates when they are converted into repair orders.

For more information about setting up the Estimate Analyzer, see Analyzer settings.

We use eClaim

Indicates whether your shop uses eClaim.

Note: If your shop uses eClaim, RepairCenter must check additional fields to identify a new estimate because not all of the estimate numbers eClaim creates are unique.

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