# 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="<https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fs7MVeTljmbduR8n20IbJ%2FService%20Quotations%20Cloud.pdf?alt=media&token=4f914220-538c-436b-95b1-6967b74646c7>" %}

## Create new Service Quotation

* Select ***Create New\**** to create a new Service Quotation

&#x20;     Existing Service Quotations are searchable and grouped by status:

* *Under Preparation*
* *Released*
* *Rejected*
* *New*
* *Accepted*

Input fields:&#x20;

* 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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2Fk63wttsKcxtvp69amhRG%2Fimage.png?alt=media&#x26;token=8011394c-7824-47cb-a444-3bf3864c0bef" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FMX97Ws3k5960aHbTQGwl%2Fimage.png?alt=media&#x26;token=889f749d-0e2b-4b05-91ad-5afc9d16f146" alt="" data-size="original"> |
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| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FZsu8kPmGhOXk9xWNSVH8%2Fimage.png?alt=media&#x26;token=be1ab860-ffe9-456d-a92c-8d9c1e3cd2d2" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FMMK5chW6Rv6MQarRJYcD%2Fimage.png?alt=media&#x26;token=42a54f1b-7766-4c27-82af-b578e29654af" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FHbaM2z13JEh6PMuLWdGS%2Fimage.png?alt=media&#x26;token=c3e4b749-6d23-4c2b-80a1-e42a16c96e8c" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FuBEHzLWDDHYTJYwbwRrH%2Fimage.png?alt=media&#x26;token=bc1a3ef6-f0df-42a2-b327-3c7137ac28d7" alt="" data-size="original"> |
| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F6wphxHyUminME9ZoCoLZ%2Fimage.png?alt=media&#x26;token=c69db421-30e9-4d4a-b9c3-2414bfc7a8b1" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FF6TTqLZbBLxoePmDzC0R%2Fimage.png?alt=media&#x26;token=47fed1ce-e1fc-40be-876e-a1342f2b1d13" alt="" data-size="original"> |
|                                                                                                                        Flow Connect                                                                                                                        |                                                                                                                        Flow Classic                                                                                                                        |

## **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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FMrGWcxSnYLkh3aGWMaJv%2Fimage.png?alt=media&#x26;token=845594b5-bd09-4153-92de-3f583f5df6f5" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F98ZUJCh0DcSqzk7yK5Re%2Fimage.png?alt=media&#x26;token=823f4010-8010-4a70-8d0a-f65da346712a" alt="" data-size="original"> |
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* Location
* Object
* Work Type
* Contact
* Notes

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

Press \[*Back*] to go back.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FmN4EUwI3bKN1SCLtkZnX%2Fimage.png?alt=media&#x26;token=b696b536-2a9b-4ae7-a017-0209a993f9df" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FoGzQECxUgv8gflo6BvTH%2Fimage.png?alt=media&#x26;token=eb69d6c4-af1c-4842-86b2-2f173272ca51" alt="" data-size="original"> |
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## **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.

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F3I7D1isB6b899QzjnSSp%2Fimage.png?alt=media&#x26;token=0433fc49-8735-4a2d-b109-227adddcd568" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FooUGcpyN5KZuP1R2x4cj%2Fimage.png?alt=media&#x26;token=128cc66d-d67f-4e2b-9cea-e76b163f9de2" alt="" data-size="original"> |
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| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FGBFUj5veRXqh6n7YkpfG%2Fimage.png?alt=media&#x26;token=3e58c329-9788-4c45-bee1-8b0bd6a38098" alt="" data-size="original"> | <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FhiNrnXx6xBS2b9VcmWIT%2Fimage.png?alt=media&#x26;token=a09d6831-5390-4c24-b384-d3d045456886" alt="" data-size="original"> |
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{% hint style="info" %}
*\* = Mandatory Field*
{% endhint %}