Unapprove a Work Order Quote

Unapprove a work order quote from the SM Work Order Quotes form.

  1. Open the SM Work Order Quotes form.
  2. Select the work order quote to unapprove in the Quote ID field. Press F4 for a list of valid work order quotes.
  3. Click the Unapprove button at the bottom of the form. The SM Work Order Quote Unapproval form displays for the selected work order quote/customer/service site.
  4. Click the Unapprove button in SM Work Order Quote Unapproval. The system sets the quote status to New, deletes the related work order and its scopes, and re-enables the fields on the quote.