NOTE: If you are looking to merge an estimate already created in CCC ONE with an electronic assignment, click here.
Merging an opportunity created in CCC ONE with an estimate received from a third-party estimating system:
- From the WORKFILE VIEW screen, locate the newly received estimate via search.
- Make sure there are NO estimate lines already written. If the workfile contains any estimate lines, you will be unable to merge.
- Select Estimate from the mini toolbar, then Find EMS Estimate and Update.
- In the new window that appears, select the EMS estimate from the Search.
- Select Next, examine any differences between the two files, then click Finish.
*KA3169