Quotes in Field ServiceTo use single quote for Field Service and Depot Repair, you must clear the Use Service Order Quotes for Service Orders check box in the Service Order Parameters (tssoc0100m000) session. Infor LN considers the quotes in the Service Quote Parameters (tsepp0100m000) session, for service orders. Note If this check box is selected, Infor LN considers the service order quotes in the Service Order Quotes (tssoc1100m000) session for service orders. You must set up this master data in the Service Quote Parameters (tsepp0100m000) session:
Creating a quote for service order You can create a service order quote from the:
Processing a quote to service order Infor LN creates a service order based on the data specified for the quote. The service order activities and the cost lines are created based on the quote lines and the quote cost lines linked to the quote. Note If the quote for an existing service order is processed, the service order header data, the activities and the cost lines are updated based on the Proposal Method specified for the quote. A new service order is not created. After a quote is processed to service order:
Creating a quote from a service order You can use the Create Quote option in the Service Orders (tssoc2100m000) and Service Order (tssoc2100m100) sessions to create a quote from a service order. Infor LN creates the quote based on the data specified for the service order. The quote lines and the quote cost lines are created based on the service order activities and the cost lines. Infor LN selects the Interrupted check box for the service order when a quote is created. This check box is cleared when the related quote Status is set to:
If a quote is created for a service order in the estimated phase (the order Status is Free or Planned), and the quote cost lines data is modified in this phase, Infor LN synchronizes the modified quote data with the actual cost line data. Tax for quotes The tax related data is maintained for a quote in the Quote (tsepp1100m100) session. When a service order is created for a quote with the Proposal Method set to Fixed or Fixed Plus, Infor LN creates a cost line with the Cost Type field set to Quote Invoice, in the Service Order Other Costs (tssoc2142m000) session. This cost line contains the tax related data that is applicable for the service order. After a quote is processed to a service order, the taxes are also processed. The tax details are also maintained on the actual and the estimated cost lines. Travel Lines for Quotes To calculate the travel cost for a quote, this information must be specified for a quote and the cost line:
Note When these values are modified, Infor LN does not recalculate the costs for the travel lines. You must use the Recalculate Travel Cost Lines option in the Quote (tsepp1100m100) session to recalculate the costs. Alternatives for quotes If the Use Alternatives check box is selected in the Service Quote Parameters (tsepp0100m000) session, you can create alternative quote lines and quote material cost lines for a quote. You can create alternatives only if the quote is created using the Quote (tsepp1100m100) session, and not created from a service order. Estimates for service order cost lines If the Use Coverage Calculation for Estimates check box is selected in the Service Order Parameters (tssoc0100m000) session, Infor LN creates the estimated service order cost lines during the processing of a quote to a service order. The quote data is defaulted on the estimated cost lines. When the related quote is modified during the estimated phase (service order status is Free or Planned), the corresponding estimated cost lines are also updated.
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