Quotation Status

Customers 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 (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 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.

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