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:
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.
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.
Location
Object
Work Type
Contact
Notes
Press [Save] to save the Service Quotation.
Press [Back] to go back.
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.
* = Mandatory Field
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