Creating a Supplement

To create a supplement, open the original locked estimate. Select the Create Supplement button in the toolbar. The program re-opens the original estimate. Open the database, and select parts for the supplement. Once you begin a supplement, you will have to lock it or delete it before you will be able to conclude the estimate.

You can create a supplement only if you have already locked the estimate. You won’t be able to change anything in the original estimate. You will only be able to add parts and labor to the supplement.

To create a supplement

  1. Open a workfile.
  2. Select the Estimate tab, and then select the Lines tab to display the lines of the locked estimate for which you want to create a supplement.
  3. Select the Create Supplement button from the toolbar.
  4. Select Yes from the create supplement confirmation screen.
  5. Select the MOTOR tab.
  6. Select parts and operations for the new supplement. The program adds the supplement lines after the estimate lines. The supplement lines begin with the letter S.
  7. Click Save or Save and Close.

Overview

Workfile - Estimate Tab

Screen Description

Estimate Lines Screen

 

 

 

 

 

 

© 2024 CCC Intelligent Solutions Inc. All Rights Reserved.
CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 12/19/2024 - 9:01 AM