Quotes (tsepp1100m000)

Use this session to create and maintain a quotation/price proposal for the items to be serviced/repaired. You can also calculate and print tax on the Maintenance Sales Quotations.

Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse:

  • Related To:
    Starts the Graphical Browser Framework that displays the orders which originate from the current order.
  • Related From:
    Starts the Graphical Browser Framework that displays the orders that originate from the specific order.

Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:

  • View Details:
    Use this option to view the details of the related order.
  • Reverse Tree:
    Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode.
Note

You can create a quotation before the status of the work order is Completed.

 

Quote

The first free number for the quotation.

Revision

The revision number of the quote.

Note
  • This field is displayed only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.
  • This field is set to zero if the Use Revisions check box is cleared in the Service Quote Parameters (tsepp0100m000) session. If the Use Revisions check box is selected and a quote is created, the value in this field is set to 1. This value is increased by 1 for every subsequent revision.
Installation Group

The installation group linked to the Maintenance Sales Quote.

Note
  • This field is displayed only if the Installation Groups check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • If a serialized item is specified in the Item field, you must specify an installation group linked to the serialized item in the Serialized Items (tscfg2100m000) session. If a value is not specified in this field and the Item field is updated with a serialized item, Infor LN defaults the Installation Group linked to the specified item in the Serialized Items (tscfg2100m000) session.
  • If a value is not specified in this field and the serialized item is modified, the installation group linked to the selected serialized item is defaulted in this field.
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quotation lines.
Description

The description or name of the code.

Note

You cannot modify the value in this field if quote lines are available in the Quote Lines (tsepp1110m000) session.

Item

The code of the item linked to the Maintenance Sales Quote.

Note
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quotation lines.
Serial Number

The serial number of the serialized item linked to the Maintenance Sales Quote.

Note
  • This field is enabled only if the Item is serialized.
  • You can select a serial number from the Serialized Items (tscfg2100m000) session for which:
    • The status is set to Active, Working Condition or Defective.
    • A value is not specified in the Superseded by Serial Number field.
  • The serial number must be linked to the specified Installation Group.
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quotation lines.
Description

The description or name of the code.

Note

This value is defaulted on the quotation lines.

Origin

The price origin for the Sales Amount.

Allowed values

Price Origin

Quotation Status

The status of the Maintenance Sales Quote.

Allowed values

Quotation Status

Related topics

Description

The description of the quotation.

Search Argument

The search argument of the quotation.

Business Partner

The business partner to whom the estimate is provided for the service/repair that must be performed on the specified item.

Description

The description of the business partner.

Business Partner

The business partner to whom the invoice for service/repair is sent to.

Description

The description of the invoice-to business partner.

Business Partner

The business partner to whom the material required for service/repair is shipped to.

Description

The description of the ship-to business partner.

Quote Date

The date on which the quotation is created.

Effective Date

The date and time from which the quotation is effective.

Note

LN classifies a quotation as effective when the current date falls between the effective date and the expiry date of the quotation.

Expiry Date

The date and time after which the quotation is not effective.

Note

LN classifies a quotation as effective when the current date falls between the effective date and the expiry date of the quotation.

Maintenance Sales Order

The maintenance sales order that is created from the maintenance sales quotations.

Quote Text

The text specified in the quotation.

Header Text

The text on the quotation header when you print the quotation.

Footer Text

The text on the quotation footer when you print the quotation.

Project

The project to which the cost is pegged.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

For more information, refer to

Description

The description or name of the code.

Element

The element that is linked to the project.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Description

The description or name of the code.

Activity

The activity that is linked to the project.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Description

The description or name of the code.

Service Office

The service department that performs the repair work on the specified item.

Service Type

The service type of the order quotation.

Description

The name or description of the service type.

Coverage Type

The coverage type that is used to calculate coverages by warranty/contract.

Description

The description of the coverage type.

Discount Policy

The Discount Policy determines the procedure that is used to apply the discount percentage or amount on the maintenance sales quotation.

The following are the two methods to apply the discounts:

  • Apply Discounts Before Coverage:
    Discounts are applied to sales amount and cost amount before any coverage is applied.
  • Apply Discounts After Coverage:
    Discounts are applied to sales amount and cost amount after all coverages are applied.
Discounts from Price Books

If this check box is selected,, discounts are retrieved from the price books defined in the Price Book Lines (tdpcg0131m000) session of Pricing.

Proposal Method

The method LN uses to calculate the quotation sales amount. The following are the available options:

  • Fixed
  • Fixed Plus
  • Budget Indicator
Sales Amount

The quotation sales amount that the LN calculates to carry out the service/repair.

Currency

The currency of the sales price/discounts/coverages and sales amount.

Description

The description of the currency code.

Payment Terms

The code of the payment terms.

Description

The description or name of the code.

Late Payment Surcharge

The code of the late payment surcharge.

Note

This field is enabled only if the invoice-to business partner is specified.

Rate Type

The exchange-rate type that you want to use.

Description

The description of the exchange rate type.

Rate Determiner

The rate determiner based on which the rate is determined.

Rate/Rate Factor

The currency exchange rate assigned to the quotation's currency in the Currency Rates (tcmcs0108m000) session.

Note

This rate is given in terms of the quotation currency's rate factor.

Rate/Rate Factor

The defined currency rate. Example, $1=Aus$ 28

Sales Price List

The Sales Price List from which the sales price is retrieved.

Sales Price List

The description of the sales price list.

VAT Based On

If this check box is selected, VAT calculation is based on goods or services.

Allowed values

VAT Based on

Tax Classification
Description

The description or name of the code.

Cancel Date

The date on which the quotation is cancelled.

Cancel Reason

The code for the cancellation reason.

Cancelled By

The name of the employee who cancelled the maintenance sales quotation.

Travel Planning Method

The method used for travel planning.

Note
  • This field is displayed only if:
    • The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
    • The Traveling Cost Method field is set to a value other than None in the General Service Parameters (tsmdm0100m000) session.
  • This field is enabled only if the Related Order Type is Field Service.
Service Area

The code of the service area where the item or the installation group is located.

Note
  • This field is displayed only if:
    • The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
    • The Traveling Cost Method field is set to a value other than None in the General Service Parameters (tsmdm0100m000) session.
  • This field is enabled only if the Related Order Type is Field Service.
Exempt

If this check box is selected, tax is exempted for the cost line.

Business Partner Tax Country

The tax country of the business partner.

Tax Exemption Certificate

The tax exemption certificate number.

Tax Exemption Reason

The exempt reason code if the tax is exempted for the specified business partner or the company.

Tax Code

The tax code used for the tax calculation.

Delivery Terms

The code of the delivery terms. This value is retrieved from the Delivery Terms (tcmcs0141m000) session.

Point of Title Passage

The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session.

 

Convert to FixedPlus Quote

Changes the Proposal Method of the quotation from Fixed to Fixed Plus.

Approve

Approves the maintenance sales quotation.

(Re)calculate Sales Amount

Recalculates the sales amount. To recalculate the sales amount, LN completes the following steps:

  1. LN adds the amounts on all the cost lines and populates the Line Amount field in the Quote Lines (tsepp1110m000) session.
  2. LN adds all the quotation line amounts and populates the sales amount on the order quotation header.
Calculate

Calculates the quotation sales amount.

LN adds all the quotation line amounts and populates the order quotation header.

Related Orders From

Starts the Graphical Browser Framework that displays the orders from which the current order originates from.

Related Orders To

Starts the Graphical Browser Framework that displays the orders which originate from the current order.