Quotes in Field Service

To 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:

  • Select the Use Quote Requests for Service Orders check box to generate quote requests for service orders.
  • Specify the number group in the Service Order Quotes field.
  • Specify the number group in the Service Order Quote Requests field.
Creating a quote for service order

You can create a service order quote from the:

  • Quote (tsepp1100m100) session
    Set the Related Order field in the Quote (tsepp1100m100) session to Service Order to indicate that a service order must be created when the quote is processed.
  • Service Orders (tssoc2100m000) and Service Order (tssoc2100m100) sessions
    Use the Create Quote option.
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:

  • The Pricing Method of the service order is set to Quote Fixed, if the Proposal Method of the quote is set to Fixed. By default, the Pricing Method of the service order activities linked to the quote and the Pricing Method of the additional service order activities is set to Quote Fixed.

    Note: You cannot modify this value.

  • The Pricing Method of the service order is set to Quote Fixed Plus, if the Proposal Method of the Quote is set to Fixed Plus. By default, the Pricing Method of the service order activities linked to the quote and the Pricing Method of the additional service order activities is set to Quote Fixed Plus. You can modify the Pricing Method only for the additional service order activities. If the Pricing Method is modified, the related cost lines are updated accordingly.
  • For the service order, a cost line with the Cost Type field set to Quotation Invoice, is created in the Service Order Other Costs (tssoc2142m000) session, if the Proposal Method for the related quote is set to Fixed or Fixed Plus. The agreed quote amount is specified on this cost line and this amount is considered for invoicing.
  • If the Proposal Method of the Quote is set to Budget Indicator, all the cost lines linked to the related service order are invoiced separately based on the tax details specified for each cost line.

  • The Quote check box is selected for the service order cost lines linked to a quote and you cannot clear this check box. The Invoice Amount for these cost lines is set to zero and the cost lines cannot be invoiced.

    By default, this check box is also selected for the additional cost lines. You can clear this check box for the additional cost lines only if the Pricing Method of the service order/activity is set to Quote Fixed Plus. If the Pricing Method of the service order/activity is set to Quote Fixed, you cannot clear this check box and the additional cost lines are also not invoiced.

  • The prices and discounts cannot be recalculated for:
    • A cost line if the Quote check box is selected.
    • For a service order or the activity if the Pricing Method is set to Quote Fixed or Quote Fixed Plus.
  • The Related Orders (tsmdm4500m000) session is updated to display the Quote and the related service order. You can use the Related Orders option on the References menu, in the Quote (tsepp1100m100) session, to access the Related Orders (tsmdm4500m000) session.
  • You can modify the Proposal Method of a quote from Fixed to Fixed Plus, using the Convert to FixedPlus Quote option in the Quote (tsepp1100m100) session.
  • You can modify the Pricing Method of a service order from Quote Fixed to Quote Fixed Plus, using the Convert to FixedPlus Quote option in the Service Orders (tssoc2100m000) and Service Order (tssoc2100m100) sessions.
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:

  • Processed
  • Rejected
  • Canceled

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:

  • Service Area
  • Location Address
  • Travel Planning Method (only for a quote header)
  • Travelling Specification Type (only for a 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.