This document explains how you manage quotations for work that is created from maintenance customer orders.
The document describes two main quotation processes: one basic process that uses the existing service bill of material and one advanced process that is suitable for jobs that require estimation of time and material consumption.
Refer to the documents listed in the See Also section for information about changes in M3.
A maintenance customer order must exist in 'Maintenance Customer Orders. Open' (COS100) with one line in 'Maintenance Customer Orders. Open Line' (COS101).
Use one of these options to manage quotations for work created from maintenance customer orders.
Use this process to create quotations based on the operations and materials that are defined in the service bill of material of the requested job, or to create quotations against the planned WO/WO.
This process is suitable when you do not need support for the quotation workflow.
Use the advanced quotation process when you need support in the workflow. This process is suitable when the job that is to be performed requires estimation of the job content (either at the planned WO level and/or at the WO level). Various parts of your organization can use this to keep track of a job's location in the process.
For example, this process offers information about: