Quote (tsepp1100m100)

	Quote (tsepp1100m100) Use this session to view, maintain, or create the following: Maintenance Sales Quotes Quote Lines Quote Cost Lines 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. Related topics Service Quotations Quote Status Quote Amount Calculation Methods Quotes in Service Handling Quote Requests in Service Quotes in Field Service Quote The first free number for quote order. Quote Status The status of the maintenance sales quote. The possible values are as follows: Free Printed Accepted Processed Canceled Related topics Quote Status Description The description of the quote. Search Argument The search argument of 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 Sold-to B.P. The business partner to whom the estimate is provided for the service that must be performed on the specified item. Description The description of the business partner. Sales Total The estimated amount that the LN calculates to complete the service activity. Currency The currency code. Description The description of the currency code. Proposal Method The method that LN uses to calculate the invoice amount. The available options are as follows: Fixed Fixed Plus Budget Indicator Related topics Quote Amount Calculation Methods Service Office The service department that is responsible to complete the service activity on the specified item. Service Type The service type of the order quote. Description The name or description of the service type. 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. 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. 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. Business Partner Tax Country The tax country of the business partner. Exempt If this check box is selected, tax is exempted for the cost line. 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. Approve Approves the maintenance sales quote. When the order quote is printed as an external document, this option is enabled. (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 with the cumulative amount in the Quote Lines (tsepp1110m000) session. LN adds all the quote line amounts and populates the sales amount on the order quote header with the cumulative estimated repair cost. Calculate Calculates the quote sales amount. LN adds all the quote line amounts and populates the order quote header with the cumulative estimated repair cost.