Register Customer Response
This document explains how you register the customer's response to a quotation.
The quotation is rejected, partially approved or fully approved. If the quotation was linked to a work request, this might
be released to production, depending on how the response was registered.
Information about the quotation is stored in the following tables:
Customer order transactions (ACUOLD)
MCO quotation header (ACUOQH).
The following activities may be the result of the customer's response:
If the quotation is rejected, the work request should be removed and the MCO line should be set to status 90. It is also possible
to generate a new quotation with revised job content.
If the customer partially accepted the first quotation, a new quotation can be generated. The job content can be revised to
suit the customer's demands.
If the quotation is fully accepted by the customer, the work request can be released or work can be restarted on an existing
work order that has been locked. In this case, the service price method on the MCO line should also be set to 'Fixed price
total', if this has not already been done.
Before you start
A quotation must exist in 'Maint Quotation. Open Information' (COS115). The quotation should have status 20=Definite.
Follow These Steps
Start 'Maint Quotation. Open Information' (COS115/B).
You reach this panel by selecting option 'Quotation' in 'Maintenance Customer Orders. Open Line' (COS101).
Highlight the quotation and select the appropriate option to register the customer's response.
The valid options are:
Reject the quotation with option Rejected. This will set the status to 30. Any work request or held work order with quotations
will be set to status Q4. Action message Q4 will be generated for any work order with quotation that is not held. This indicates
that the quotation was rejected by the customer.
Partly accept the quotation with option 'Partly accepted'. This will set the quotation status to 40. Any work request or held
work order linked to the quotation will get status Q5. Action message Q5 will be generated for any work order linked to the
quotation that is not held. This is an indication that some of the suggested work was rejected.
Fully accept the quotation by using the option Accepted. This will set the quotation status to 50. Any work request in (MOS170)
will receive status Q6. Any held work order with quotation records will be set to status 50, which indicates that work can
Fully accept the quotation and release any work request or work order with option 'Accept/Release Work Request'. This will
set the quotation status to 50. Also, any work request linked to the quotation will be released to (MOS100). Any work order
with quotation records will be set to status 50, which indicates that work can start again.