# Service Quotation ## Overview The **Service Quotation** Workflow is used *to create and view Service Quotations.* The Service Quotations are searchable and grouped by status: * *Accepted* * *New* * *Rejected* * *Released* * *Under Preparation* *The complete overview of the flow:* {% file src="" %} ## Create new Service Quotation * Select ***Create New\**** to create a new Service Quotation Existing Service Quotations are searchable and grouped by status: * *Under Preparation* * *Released* * *Rejected* * *New* * *Accepted* Input fields: * Enter ***Quotation Description\**** * Select ***Site\**** * Select ***Coordinator\**** * Select ***Customer\**** * Enter date for ***Request Receipt\**** * Answer By * Quotation Expires * Enter date for ***Price Effective\**** * Wanted Date * Wanted Delivery * Customer Ref * Internal Ref * External Ref Press \[***Next***] to proceed to Work Order and Task Information. Press \[*Back*] to go back. | ![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FK0ufSIl8CDsBlpv7u4pK%2FPicture74.png?alt=media\&token=7a072ea2-d622-44f7-a041-16f4d23fa00c)![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FFYqLVFNK05E5rRReJXqf%2FPicture77.png?alt=media\&token=edab91e4-e180-49c2-9f79-857e1746b5e3)![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FICWfQWlZ3jWqiRbIRwdx%2FPicture78.png?alt=media\&token=4ff8d792-1672-4cb3-8f82-9cc59fd0dc8a)![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fx8lnNLeF5BvX2DQ6Q5yE%2FPicture79.png?alt=media\&token=f31b47ec-e7b8-4b6b-9691-1b8ba13ece59)![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FK6F5m285h1JLS5d92s1h%2FPicture80.png?alt=media\&token=57ba8eb2-6c5b-4242-9290-0e0eab0dceeb) | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## **Work Order and Task Information** * Enter ***Description\**** * Select ***Maintenance Org\**** * Task Template * Select ***Object Site\**** * Invoice Rule * Estimate (*true/false*) Press \[***Next***] to proceed to the last step. Press \[*Back*] to go back. | ![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FM3OHJOEkgfmtle0Nv7ZQ%2FPicture81.png?alt=media\&token=56e656f2-150c-4c44-9bd8-7d4383c6e5df)![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FvWbrwykrYPOcH7oLeOOu%2FPicture82.png?alt=media\&token=6250dfc5-6935-4dcb-8e67-f9a42165c205) | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | * Location * Object * Work Type * Contact * Notes Press \[***Save***] to save the Service Quotation. Press \[*Back*] to go back. | ![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FFob0Iltr96cmIU37D1sf%2FPicture83.png?alt=media\&token=2f5a016b-e1bb-4a09-addb-0e4815d59de0) | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## **Change status of Service Quotation** * Select the Service Quotation you want to change the Status on * Select ***Status\**** * Enter ***Description\**** * Select ***Customer\**** * Select ***Coordinator\**** * Customer Ref * External Ref * Internal Ref * Enter date for ***Request Receipt\**** * Answer By * Quotation Expires * Enter date for ***Price Effective\**** * Wanted Date * Wanted Delivery Press \[***Next***] to proceed to the last step and save all changes and the new Status. Press \[*Back*] to go back. | ![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FVqq3YNzWmCym6ugSnzzc%2FPicture84.png?alt=media\&token=0cb8fcb9-8d77-4c7c-9aca-ab57dc0a98a1)![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FVyP3pyUqquxYPw4W13BK%2FPicture85.png?alt=media\&token=613b59e3-bd6d-4720-a77e-8616a3e23bed)![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fkc94YfbixledTM5bcBmh%2FPicture86.png?alt=media\&token=b5fe4dc2-5388-4e2a-b684-1540a2c5a947) | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | {% hint style="info" %} *\* = Mandatory Field* {% endhint %}