To process service-order quotations to service orders
If the business partner
accepts the service order quotation, you can use the Process to Service Orders (tssoc1200m000) session to transfer the service order. You can
select a range of quotations to be processed to a service order.
Preliminary conditions
A service-order quotation can only be processed to a
service order if the following conditions are met:
- The status of the
business partner (BP) must be Active.
- The invoice-to BP and
ship-to BP must be entered on the service-order quotation.
- The status of the
service-order quotation must be Accepted.
What gets copied to service orders?
The planning dates are copied to the service order. The
terms that are linked to the service-order quotation are copied to the
estimated cost lines of the service order. These terms are defined in the
following sessions:
- Service Order Quote Material Terms (tsctm1131m400)
- Service Order Quote Labor Terms (tsctm1132m400)
- Service Order Quote Traveling Terms (tsctm1130m400)
- Service Order Quote Other Terms (tsctm1136m400)
LN copies:
- The material terms to
the Service Order Estimated Material Costs (tssoc2120m000) session.
- The labor terms to the Service Order Estimated Labor Costs (tssoc2130m000) session.
- The remaining terms to
the Service Order Estimated Other Costs (tssoc2140m000) session.
Reports
You can select the following reports:
- Process report: This
report lists all quotations that are successfully processed to a service order,
and also shows the service order number.
- Error report: This
report lists the quotations that are not processed to a service order, and
shows the reason why the quotations are not processed to a service order.