Franchisor Ideas

4 VOTE

Unable to Convert BID ITEMS into Work Order

Estimates can be uploaded into DASH with BID ITEM line items. This line items will display correctly when the line items are viewed from the Add/View/Edit Estimated> View Line Items. However when the estimate is converted into a work order, BID ITEMS do not convert into a work order. Since BID ITEMS are able to to be parsed as line items, the system should be able to convert an estimate into a work order and have bid items display within the work order.

SalesForce

https://na9.salesforce.com/500E000000WvI6V

Steps to Replicate

Note: Create estimate from XM8 that has Bid Items or use estimate attached to CR

1) Log into 13133/DASH
2) Dashboard> Create Job

  • Enter all required information

3) Save
4) Click "Upload Estimates"

  • Estimate Text Language: ENGLISH
  • Estimate PDF Type: Normal XML PDF
  • Select Estimate Type: MAIN
  • Data Estimate: select estimate from computer

5) Click "Upload Estimate"
6) Click "Accounting Details"
7) Click Add/View/Upload Estimate
8) Click View Line Items
9) Notice bid item are listed in line items
10) Click "Back to Estimate"
11) Click "Go to Work Order"
12) Click Convert Estimate to Workorder
13) Select estimate
14) Click Generate Work Orders
15) Click "Edit" for CON work order
16) Click "Details"
17) Notice Bid Items are not listed in work order



https://jira.ngsportal.net/browse/CR-974

  • Josh Ivy
  • Mar 8 2017
  • Under Consideration
Idea Type Other Issue
Urgency Low
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