Quotes in Service

Customers who approach service providers for item service/repair, require a quotation or a price proposal for the service/repair before the actual service/repair is performed. Infor LN allows you create the quotes for the estimated service/repair cost, from the service objects such as a work order, a call or a part maintenance line. You can view the quotes in the Maintenance Sales Quotes (tsepp1100m000) session.

Creating the quotes from Maintenance Sales Order and Work Order

When a quote is created from the Maintenance Sales Order - Part Lines (tsmsc1110m000) session:

  • All work order activities and resource lines (of all related work orders) linked to the part line are copied to the quote.
  • The Interrupted check box is selected for the part lines and all the related work orders. When a maintenance sales quote is created from the part line, Infor LN selects this check box to prevent the changes to the part line and the related work orders data.

When the quote is processed, the Method of the Part Line is set to Quote Fixed Plus and the related work orders are linked to the quote.

When the quote is created from the Work Orders (tswcs2100m000) session:

  • The activities and resource lines linked to the work order are copied to the quote (request). This is applicable only for the Initiating Work Order.
  • The Interrupted check box is selected only for the selected work order to prevent any change to the work order data.

During processing, the Method of a Part Line is not updated on the quote. Only the initiating work order is linked to the quote.

Creating multiple Quotes for a part maintenance line:

You can create multiple quotes from the Maintenance Sales Order - Part Lines (tsmsc1110m000) session. The Method of the part line is set to Quote Fixed Plus.

Based on the Method and the price of a part line, a coverage line of type Quote Invoice is created in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session. When multiple quotes are created, for each work order having a quote, a coverage line is created.

You can use the Convert to FixedPlus Quote option in the Maintenance Sales Order - Part Lines (tsmsc1110m000) session to change the Method of the part line manually.

Creating and processing a Quote after closing a work order:

You can create a quote for a Closed work order, if the coverage lines linked to the work order are not set to Costed in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session. If the creation of the quote is initiated from the work order that is closed, only the resource lines from that specific order are used in the quote. If the creation of the quote is initiated from the part maintenance line, all related work orders are included.

Note

You can initiate the creation of a quote from the part maintenance line only if a quote or a quote request is not associated with the part line or (one of the) work order(s).

If a quote, linked to the work order, is processed and (actual) maintenance sales coverage lines linked this work order exist, the value of the Sales related fields are set to zero for the coverage line.

The coverage lines of the type Fixed Order Price/ Fixed Activity Price (if existing) are replaced with the type Quote Invoice coverage lines in the Maintenance Sales Order – Coverage Lines (tsmsc1120m000) session.

If the creation of the quote is initiated from the part line and the quote proposal method is Quote Fixed, existing coverage lines of type Additional Line, that are linked to the part line, are updated.

Interrupting a part line and a work order for Quote:

If a quote is created from a part line, the Interrupted check box is selected for the part line and all the related work orders. If the quote is created from a work order, the Interrupted check box is selected only for the selected work order. Infor LN sets the part line and the work order as Interrupted to prevent the changes in the data while the quote is processed. This check box is cleared after the quote is processed.

Accepting a Quote:

A quote status is set to Approved in the Maintenance Sales Quotes (tsepp1100m000) session if the customer accepts the proposed quote. When this quote is set to Processed, the quote related data is updated on the related part line and the work order. These actions must be performed by the user manually.

Using Fixed Prices and Master Routings for Quotes:

To support the maintenance sales order activities, reference activities and master routings with fixed prices for quotes, the Method field is added to the Quote Lines (tsepp1110m000) session. When a reference activity or a master routing/option, that has fixed price, is specified for a quote line, the Method of the quote line is set to Fixed and the prices on the related quote coverage lines are set to 0. When a quote line is created from a part line or a work order, the Method of the quote line is defaulted from the Maintenance Sales Order Activity Lines (tsmsc1111m000) session. You can also modify the Method manually.

If the Method is modified manually, Infor LN does not set this value to the default value for the quote and the quote lines, when the prices are calculated using the Calculate option. Also, the sales prices and the amounts of the related quote coverage lines are updated.

Using Price Origin for the Quote Lines:

To prevent the sales amount from being updated automatically when the quote lines are added or deleted, the Origin field is added to the Maintenance Sales Quotes (tsepp1100m000) session. By default, the Origin field is set to Other. If the sales amount is modified manually, the Origin field is set to Manual and the sales amount is not updated automatically.

To prevent the sales amount on the line from being updated automatically when the quote coverage lines are added or deleted, the Origin field is added to the Quote Lines (tsepp1110m000) session.

When the prices are calculated using the Calculate option, the Origin of the quote and the quote lines is set to the default value.

Using the Master Routing for Quotes:

If the master routing is specified manually in the Quote Lines (tsepp1110m000) session, you can use the Fixed Order Price specified for the master routing. The routing options are not displayed for the quote. However, when the quote is processed, maintenance sales activity lines and work order activities are generated based on the routing options linked to the master routing specified for the quote.

You can use the Generate Lines for Master Routing option in the Maintenance Sales Quotes (tsepp1100m000) and the Quote Lines (tsepp1110m000) sessions to generate the quote lines based on the specified Master Routing. Infor LN creates the quote lines in the Quote Lines (tsepp1110m000) session and defaults the Method based on the routing options. For each routing option linked to the master routing, Infor LN creates a quote line.

Reopening a Quote:

To reopen a quote, you can use the Reopen option in the Maintenance Sales Quotes (tsepp1100m000) and the Maintenance Sales Quote (tsepp1100m100) sessions, for the quotes that have the status Canceled, Lost or Rejected. You cannot reopen a quote that has been processed, you must create a revision for the quote.

You can use the Reopen Quote (tsepp1202m000) session to reopen a quote. When a quote is reopened, the status of the quote is set to Free. The status of the related quote lines is modified based on the check boxes you select in the Reopen Quote (tsepp1202m000) session.

You can reopen a quote line that is not processed, only if the status of the related quote is set to Free.

When a Quote is reopened, the related work orders and the part lines are interrupted.

Quote Revisions:

You can create a new revision for a quote only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.

Creating a new Quote revision:

You can create a new revision for a quote that has been processed. The new revision can be created manually or by using the quote request. To create a revision using a quote request, the Use Requests check box must be selected in the Service Quote Parameters (tsepp0100m000) session. Else, you must create the new revision manually.

When a new revision is created for a quote:

  • Infor LN copies all the quote lines and the cost lines of the existing revision to the new revision of the quote.
  • The status of the new revision quote is set to Free.
  • The status of the existing quote lines is not modified when copied to the new revision.
  • The status of the new quote lines is set to Free.

The new quote lines can be added manually or can be created based on the quote request.

Note

If the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session, the first revision is set to 1. Else, the revision is set to 0.

Processing a new Quote revision:

The processing of a revision (of a quote) is similar to the existing quote processing functionality. For quote lines with status other than Accepted, the quote revision is updated for the related objects such as:

  • Maintenance Sales Order
  • Part Maintenance Lines
  • Maintenance Sales Coverage Lines
  • Estimated Coverage Lines (only for status Free and Planned)
  • Work Order(s)
  • Work Order Activities
  • Work Order Resource lines for material, labor and other costs

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