Importing An Estimate into an RO

Importing An Estimate Into An RO –

There are two ways to import an estimate. The first way is to click the Estimate button on the Rome main screen.

The Estimate List screen lists all the estimates that have been exported from that program.
To sort, click the appropriate sort tab and type the first few characters. The highlighted line will stop on the estimate closest to the sort parameters chosen. Click on the correct estimate and select the Convert button.

Periodically clear out any old estimates by clicking the Cleanse button. This will speed up the conversion process.
Once an estimate has been converted, the Import Options screen will pop up.
For a new RO, leave the button in front of New and place the dot in Update if Temp file is not
blank on both sides.
When importing an estimate into an existing RO, choose Existing RO- Regular.
Importing a supplement into an existing RO, place the dot in front of Existing RO – Supplement.

Verify the Billing Profile number in the Billing Profile field is correct. If not correct, change the profile number. It is very important that the billing profile that has the same labor rates as the estimate.

To change the Damage Profile, uncheck the Damage Profile box and enter the new Damage profile. Click the “Go to RO” box to go into the RO once the conversion is complete.
Press the OK button and the estimate will be imported into the RO.

The Repair Order Screen has five pull-down menus: Tools, Supplements, PPD Alert, Print and Multiple Print. Place the mouse arrow on one of them and clicking the button, pull-down menus will be displayed.