| | Quotation StatusCustomers who approach the service providers for item
service/repair require a quotation/price proposal of the service activity
before the actual service is performed. LN assigns
several statuses to a price proposal before a maintenance sales order is
created so that the repair work can start. LN changes the status of a price proposal based on the action
performed on the proposal: Quotation Status - Free: When a quotation is created, the status is Free.
Printed: When a quotation is printed as an external
document and sent to a customer for review, the status of the quotation is
changed to Printed. In case the customer wants to negotiate the quotation,
the status of the quotation is again changed to Free.
After the necessary changes are incorporated in the quotation, the quotation is
again printed and sent to the customer for review. A customer can review the
quotation many times before the quotation is finally accepted. Note To change the status of the quotation from Printed to Free, use
the option Make Correction in the appropriate menu of the
following sessions: - Maintenance Sales Quotations (tsepp1100m000).
- Maintenance Sales Quotation - Lines (tsepp1100m100).
Accepted: After the customer accepts the quotation, the
status of the quotation changes to Accepted. - Processed: After the customer accepts the proposal, use
the option Process to Maint. Sales Order in the appropriate menu to create
a maintenance sales order from the quotation data. The status of the quotation
changes to Processed. All the quotation lines that are linked to the
quotation are copied to the maintenance sales order as Part Maintenance Lines.
- Canceled: In case the customer rejects the quotation, the
status of the quotation changes to Cancelled.
Important! Only the effective quotations with the Accepted status are processed to a maintenance sales
order. LN classifies a quotation as effective when the current date falls between the
effective date and the expiry date of the quotation. | |