To move service-order quotations to history

Use this process to move service-order quotations to history.

Use the Copy Service Order Quotes to History (tssoc1205m000) session to archive and to delete service-order quotations. The serialized item and activity lines are also posted and deleted. You can specify a range of quotations that must be processed. The choice to print a process report or an error report is optional.

Preliminary conditions

Only the service-order quotations with the following status can be posted to historical data and then be deleted:

  • Canceled: No restrictions are applicable.
  • Processed: For service-order quotations that are processed to a service order, the status of the related service order must be Closed or Canceled.

If service order quotations and related lines are transferred to history, you can update the following history sessions:

  • Service Order Quote History (tssoc8510m000)
  • Service Order History (tssoc8551m000)
  • Service Order Activities History (tssoc8552m000)
  • Service Order Material Cost History (tssoc8555m000)
  • Service Order Labor Cost History (tssoc8556m000)
  • Service Order Other Cost History (tssoc8557m000)