# 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="/files/yTI7BcJpKq6rNFVl2rcP" %}

## 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.

| ![](/files/XmIxhrX0bHm3ABi22Uzg)![](/files/rNwGSyMMmcZj98ODETRx)![](/files/MsVtifh3HLATIxkLpnRS)![](/files/gLk7Y7JUStuuKgE5F571)![](/files/GE8wqmOgjuN5j6mjKwEi) |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |

## **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.

| ![](/files/6fMxallNyZtZ8fNdTZYq)![](/files/aAoEnD3Gpz2tDrrzEbNW) |
| ---------------------------------------------------------------- |

* Location
* Object
* Work Type
* Contact
* Notes

Press \[***Save***] to save the Service Quotation.

Press \[*Back*] to go back.

| ![](/files/UinXqR8VxwUrSTE4DRd8) |
| -------------------------------- |

## **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.

| ![](/files/g94M2msWTYNH0pWEyLjs)![](/files/sEGBl6zBYzFD0FECTFKx)![](/files/o2D8lTyNd9WDyoTWskgH) |
| ------------------------------------------------------------------------------------------------ |

{% hint style="info" %}
*\* = Mandatory Field*
{% endhint %}


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