To process service-order quotations to service orders

Use this process to transfer an accepted service-order quotation to a service order.

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.