Quotes (tsepp1100m000)

	Quotes (tsepp1100m000) Use this session to create and maintain a quote/price proposal for the items to be serviced/repaired. You can also calculate and print tax on the Maintenance Sales Quotes. 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 quote before the status of the work order is Completed. Related topics Service Quotations Quote Status Quote Amount Calculation Methods Project pegging in depot repair Tax calculation on Maintenance Sales Quotation Quotes in Service Handling Quote Requests in Service Quotes in Field Service Quote The first free number for the quote. 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 quote 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 quote lines. If the Items Service by Office is Mandatory check box is selected in the General Service Parameters (tsmdm0100m000) session, you can only select an item that is linked to the specified Service Office. The service items are linked to the service office in the Items - Service by Service Office (tsmdm2120m000) session. 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 quote lines. Description The description or name of the code. Note This value is defaulted on the quote lines. Origin The price origin for the Sales Amount. Allowed values Price Origin Quote Status The status of the Maintenance Sales Quote. Allowed values Quotation Status Related topics Quote Status Description The description of the quote. Search Argument The search argument of the quote. 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 quote is created. Effective Date The date and time from which the quote is effective. Note LN classifies a quote as effective when the current date falls between the effective date and the expiry date of the quote. Expiry Date The date and time after which the quote is not effective. Note LN classifies a quote as effective when the current date falls between the effective date and the expiry date of the quote. Related Order The maintenance sales order that is created from the maintenance sales quotes. Quote Text The text specified in the quote. Header Text The text on the quote header when you print the quote. Footer Text The text on the quote footer when you print the quote. 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 Project pegging in depot repair 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 quote. 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 quote. 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 quote sales amount. The following are the available options: Fixed Fixed Plus Budget Indicator Related topics Quote Amount Calculation Methods Sales Amount The quote 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 quote's currency in the Currency Rates (tcmcs0108m000) session. Note This rate is given in terms of the quote 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. Description 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 The tax classification code. Description The description or name of the code. Cancel Date The date on which the quote is cancelled. Cancel Reason The code for the cancellation reason. Cancelled By The name of the employee who cancelled the maintenance sales quote. Travel Planning Method The method used for travel planning. Allowed values Travel Planning Method 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 quote from Fixed to Fixed Plus. Approve Approves the maintenance sales quote. (Re)calculate Sales Amount Recalculates the sales amount. To recalculate the sales amount, LN completes the following steps: LN adds the amounts on all the cost lines and populates the Line Amount field in the Quote Lines (tsepp1110m000) session. LN adds all the quote line amounts and populates the sales amount on the order quote header. Calculate Calculates the quote sales amount. LN adds all the quote line amounts and populates the order quote 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.