Estimate Line Properties - General Tab Screen

This screen displays most of the basic information contained in estimate lines. If the line is not an automated line, you have access to more fields than you will if the line is automated. Select this tab to view/change existing estimate lines, or to modify default information before you add the line to the estimate. If a line is not automated, and the estimate is not locked, you can change the fields any time you want to. You cannot make changes to an automated line.

Description of fields on the screen

Field Description
(prefix description field) Text in this field describes the type of non-OEM part (e.g., A/M, LKQ, etc.).

Description

This field describes the repair step. Any default information that displays here is taken from the estimate line or from the database. If this is not an automated line, and the estimate is not locked, you can change this field any time you want to.

If this is an automated line, you cannot change this field. To change this field, select it, and type the new information.

(prefix description field) Text in this field describes the type of adjustment to the part (e.g., markup, discount, betterment).
Open Line

Any default information here is taken from the estimate line. This field defaults to On if the part is selected from the database, and the Price is 0.00 or discontinued.

You cannot lock the estimate if any estimate lines have this field checked. This option can be used to indicate further inspection or diagnosis.

When an Open Line has been resolved, simply uncheck the Open checkbox.

Operation

This is the type of operation. Valid values are Replace, Repair, Refinish, R&I, Align, Sublet, Section, Blend, PDR (if enabled), and None. Any default information that appears here is taken either from the estimate line, from the operation you selected, or from the database.

You can change this field ONLY if you manually entered the line into the estimate, or if you selected the line from the parts code table. If this is an automated line, this field is always set to None. To change this field, select the new operation from the drop list.

Hours

In the Labor pane hours are non-refinish labor hours. This field accepts any value between -99.9 and +99.9. This field also accepts INCLUDE. Any default hours here are the non-refinish hours taken from the estimate line or from a database.

You cannot change this field if the line is a Header line. This field does not display if the type of operation is Sublet or Refinish. To change this field, type in the new hours.

Category

This field designates the labor rate that will be used for the labor hours. Valid values are Body, Mechanical, Frame, Structural, Glass, Electrical, Diagnostic, PDR (if enabled), and any user defined. Any default information that appears here is taken from the estimate line.

You cannot change this field if the line is a Header line. This field does not display if the type of operation is Sublet or Refinish. If this is an automated line, this field appears only if Labor Hours is greater than 0.0. To change the category, select a new category from the droplist.

Hours

In the Refinish pane, this is the number of labor hours for paint operations. This field accepts any value between -99.9 and +99.9. This field also accepts INCLUDE. Any default information that appears here is taken from the estimate line.

You cannot change this field if the line is a Header or an Overhaul line. This field does not display if the Operation Type is Sublet, R&I, or Align. If this is an automated line, you cannot change this field. To change this field, type in the new hours.

Clear Coat

This option indicates if add-time was selected for Clear Coat or for 3-stage on a part. Any default information that appears here is taken from the estimate line. You can access this field only when the Refinish Hours is greater than 0.0, and it is not automated.

If neither Clear Coat nor 3-Stage was selected as a Vehicle Option, you cannot access this field. If Clear Coat or 3-Stage was selected in Vehicle Options, and it is not automated, you can change the data by selecting the check box.

Two Tone

This option indicates if add-time was selected for Two-Tone on a part. Any default information that appears here is taken from the estimate line. You can access this field only when the Refinish Hours is greater than 0.0.

This field does not display if the Operation Type is Sublet, R&I, or Align. You do not have access to this field if Two-Tone is not selected in the Vehicle Options table. To change this field, select the check box.

Stone Guard

This option indicates if add-time was selected for Stone Guard on a part. Any default information that appears here is taken from the estimate line. You can access this field only when the Refinish Hours is greater than 0.0.

This field does not display if the Operation Type is Sublet, R&I, or Align. You cannot access this field if Stone Guard is not selected in the Vehicle Options table. To change this field, select the check box.

Edging

This option indicates if add-time was selected for Edging or Lock Pillar. Any default information that appears here is taken from the estimate line. You can access this field only if the Refinish Hours is greater than 0.0.

You cannot change this field if the line is a Header or an Overhaul line. This field does not display if the Operation Type is Sublet, R&I, or Align. If this is an automated line, this field does not appear. To change this field, select the appropriate check box.

Lock Pillar

This option indicates if add-time was selected for Edging or Lock Pillar. Any default information that appears here is taken from the estimate line. You can access this field only if the Refinish Hours is greater than 0.0.

You cannot change this field if the line is a Header or an Overhaul line. This field does not display if the Operation Type is Sublet, R&I, or Align. If this is an automated line, this field does not appear. To change this field, select the appropriate check box.

Underside

This option indicates if add-time was selected for Inside or for Underside refinishing on a part. Any default information that appears here is taken from the estimate line or from the database.

You can access this field only when Underside or Inside is available for the part. Otherwise, the label defaults to Underside, but you cannot select it. If this is an automated line, this field does not appear. To change this field, select the check box.

Refinish bumper as a separate procedure

This option is only available for bumpers, and determines if additional steps are needed during refinish.

Price $

This value is the unit price (not the extended price) of the part as it appears in the estimate. This field accepts values between -99999.99 and 99999.99, and Incl. Any default data in this field is taken from the MOTOR database or from the estimate line.

You cannot change this field if the line is a Header line. This field does not display if the operation type is Refinish, Repair, R&I, or Align. If this is an automated line, this field does not appear. To change the part price, enter the new information.

Category

This droplist includes Standard, Miscellaneous Taxed, and Miscellaneous Non-Taxed. Any default information that appears here is taken from the estimate line or the database.

You cannot change this field if the line is a Header line. This field does not display if the operation type is Refinish, Repair, R&I, or Align.

Type

This field indicates the type of part as it appears in the estimate. Valid values are OEM, Aftermarket, Recycled, Reconditioned, Recored, Tire and None. Any default information that appears here is taken from the database or from the estimate line.

You cannot change this field if the line is a Header line. This field does not display if the operation type is Refinish, Repair, R&I, or Align.

If this is an automated line, this field does not appear. To change this field, make a new selection from the droplist. You have access to this button if the line is a new database line, and if Recycled or Aftermarket databases are present.

If this is an automated line or a Header line, this button does not appear. For information about this button, see Other buttons, below

Quantity

This indicates how many of the part is being used. This field will accept any value between 0 and 99. This field is taken from the estimate line.

You do not have access to this field if the operation type is Refinish, Repair, R&I, or Align. If this is an automated line or a Header line, this field does not appear. To change this field, type in the new quantity.

Part Number

This value is the identification number supplied by the part manufacturer or the supplier. This field is taken from the estimate line.

You do not have access to this field if the operation type is Refinish, Repair, R&I, or Align. If this is an automated line or a Header line, this field does not appear. To change this field, type in the new Part Number.

OK

After you have made all the changes you want, select this button to add your changes to the estimate.

Cancel Select this option to cancel your selection and close the screen.

Overview

Estimate Line Properties

See Also

Viewing and Editing a Line Item in the General Tab

 

 

 

 

 

 

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