Section 4: Setup > Approval/Refusal Methods

Approval/Refusal Methods Overview

In this setup area you may create a list of the various methods that are used to approve or refuse estimates. The approval and refusal methods entered here will be available in the dropdown lists for the How Estimate Approved or How Estimate Refused entry field on repair orders.

Select Setup  Lists  Approval/Refusal Methods from the main menu to open the approval/refusal methods setup area.

If the option has been enabled, you will first be prompted with the question: Do you want to extract newly entered approval/refusal methods from methods from repair orders? (See module option “Prompt to extract newly entered Approval/Refusal Methods” under Setup Module Options.) Click the Yes button to automatically create new records for approval or refusal methods that were manually entered in the Repair Approved By and Repair Refused By fields on repair orders, and that do not already exist in the approval/refusal methods table (see Repair Order - Estimate/Repair Tab). Click the No button or press the Esc key to ignore the request.

The approval/refusal methods setup module may be renamed with a custom caption (see Custom Captions), and is not available in the Repair Micro edition.


Browsing Approval/Refusal Methods