Quotation Lines (tsepp1110m000)

Use this session to create, view, and maintain the following:

  • Serialized item details. The specified serialized items must be serviced/repaired.
  • Activities that must be performed on the item.
Important!
  • A quotation line registers one reference activity and one item.
  • The amount in the Quotation Line Amount field is the sum of all the cost lines that are associated with a quotation line.
Note

LN creates a part maintenance line for each unique item that is registered by the quotation line. Example, one part maintenance line is created for two quotations lines that register the same item but with different reference activities.

Important!

The item specified on the quotation line is the item which must be serviced/repaired.

Example

A computer needs repair due to hard disk failure. The quotation line registers the computer. The quotation cost line registers the hard disk which must be repaired.

 

Quotation Number

The first free number for quotation order.

Description

The description of the quotation.

Quotation Line Number

The quotation line number. Quotation line registers the following:

  • Items for which the repair work must be carried out.
  • Quantity of items.
  • Quotation line amount.
Cluster

The cluster to which the item pertains to.

Description

The description of the cluster.

Item

The item on which the service must be performed.

Serialized Item

The serialized item on which the service/repair must be performed.

Label

The description given to identify the item in case the item code and the serial number are not available.

Set Number

The Set Number of the quotation line.

Reference Activity

The reference activity, which must be performed to solve the reported problem.

Description

The Description of the reference activity.

Master Routing

The master routing for the item. When a Maintenance Sales Order is created from this quotation, the master routing and routing option data is used.

Note

The master routing is used if the Use Master Routing check box is selected in Call Parameters (tsclm0100m000) session.

Quantity

The number of items for which the service must be performed.

Quantity

The unit in which the quantity is measured.

Quotation Line Amount

The estimated repair amount for the quotation line.

Quotation line sales amount is the sum of the sales price of all the cost lines that are linked to the quotation line after LN considers the following factors:

  • Discounts.
  • Warranty or Contract.
  • Repair warranty and other obligations, if applicable.
Important!

The Quotation Line Amount field is automatically populated for Budgeted proposals. You can change the amount.

To calculate the quotation line amount in case of Fixed and Fixed Plus proposal, use Determine and (Re)calculate Sales Amount.

Quotation Line Amount Currency

The currency of the quotation line amount.

Service Contract

The code of the active service contract that covers the serialized item.

Warranty

The code of the active Warranty that covers the serialized item.

Text

If Text (additional) is present for the quotation line, LN selects the check box.

Related Order

The order number of the related maintenance sales order. When a quotation is processed, LN creates a maintenance sales order from the quotation data. LN populates the maintenance sales order number in the field.

Related Line number

The line number of the related part maintenance line. When a maintenance sales order is created from quotation, LN creates a part maintenance line from the quotation line data. LN populates the part maintenance line number in the field.

Work Order

The work order number. LN creates a work order for each part maintenance line. LN populates the work order number in the field.

Work Order Activity

The activities that must be performed on the item as part of service/repair.

Tax Code

The tax code applicable for the Quotation line.

 

Determine

Calculates the quotation line amount. LN adds the sales amount of all the cost lines that are linked to the quotation line.