Identify Fully Estimated Work Requests and Create Quotation

This document explains how you identify planned work that is fully estimated and should be quoted.

This activity is normally performed by customer support.

Outcome

The following tables are affected:

The quotation offers service price information to the customer and gives you both an idea of how much time the service is expected to take. You can also use it to find out how much the service will cost you to perform.

Before you start

Follow These Steps

Identify Fully Estimated Work Requests

  1. Start 'Work Request. Open' (MOS170/B)

  2. Select a view that displays status for work requests.

    The view should be defined against sorting order 13 to display the reference order category and reference order number.

  3. Enter status Q2 in both of the status selection fields. Press Enter to display the result.

    Orders with reference order category 7 (maintenance customer orders) and status Q2 are ready to be quoted.

  4. Note or copy the reference order number and order line. Exit the program.

Create Quotation

  1. Start 'Maintenance Customer Orders. Open' (COS100/B).

  2. Select sorting order 1 and enter the reference order number from the work request in the 'Order number' field. Press Enter to display the result.

  3. Highlight the order and select option 'MCO Lines' to display the order lines in (COS101).

  4. Highlight the order line in question and select option 'Create Quotation' to display 'Maint CO. Create Quotation' (COS107).

  5. On the E panel, select the 'Work order' check box to generate the quotation against only this specific work request.

    If you do not select the check box, the entire workscope is included.

  6. Select the check box for new quotations if this is not the first quotation you create against the MCO line.

    If you do not select the check box, the new quotation will overwrite the previous one.

  7. Select a quotation to replace in the Quotation field. Press Enter to finish and create the quotation.

    If you select a number, the quotation with that number will be replaced by the new quotation. Normally, this field is left blank.

    Note that this field is not used when the 'New quotation' check box is selected.

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