Handling Quote Requests in ServiceQuote requests are used by the internal employees who perform the actual labor on the installation of a product. Another employee, who performs the commercial activities, reviews and converts the request to the quote which is sent to the customer. Creating a Quote Request: You can create quote requests only if the Use Requests check box is selected in the Service Quote Parameters (tsepp0100m000) session. A quote request can be created using the Create Quote Request option in the sessions related to the originating objects such as a work order, call, maintenance notifications or maintenance sales order. You cannot create a quote request manually. When a quote request is created in the Quote Requests (tsepp1100m200) session, only the logistic data (Business Partner, Address, Dates and so on) is copied to the request; the commercial data (Currency, Rate Type, Tax Classification and so on) is not copied. The commercial data is included in the resulting quote or quote revision when the quote request is processed. When a request is created from a work order, Infor LN selects the Interrupted check box in the Work Orders (tswcs2100m000) session to prevent the unexpected modification in the work order data while the quote request is being processed. Infor LN allows you to create a quote request for an object only if an Active quote request does not exist. If an Active quote request exists for the object, you must cancel or reject the request, before you create a new request. For all quote requests created, Infor LN creates a record in the Related Orders (tsmdm4500m000) session. Processing a Quote Request: You must use the Process option in the Quote Requests (tsepp1100m200) session to process the quote requests with the status Free. You can also Cancel or Reject the quote requests. If the customer changes the supplier, the quote request status is set as Lost. For each new quote request, a new quote can be created in the Quotes (tsepp1100m000) session. If the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session and quote request is processed to an existing quote, a new quote revision is created. When a quote request is processed, the status of the quote request is set to Processed and Infor LN creates a record in the Related Orders (tsmdm4500m000) session. The quote lines and the cost lines linked to the request are copied to the quote and the quote line status is set to Free. Note If the quote request is created from a work order, the Interrupted check box in the Work Orders (tswcs2100m000) is not cleared when the request is processed. The check box is cleared when the related quote is processed. Canceling, rejecting or setting a quote request as
lost When a quote request is Canceled, Rejected or set as Lost, the Interrupted check box for the related initiating work order is cleared in the Work Orders (tswcs2100m000) session. Deleting a Quote Request You cannot delete a quote request manually. Infor LN deletes the quote requests when the originating object is deleted.
| |||