Processing service order quotes to service orders

If the business partner accepts the service order quote, you can use the Process to Service Orders (tssoc1200m000) session to transfer the service order. You can select a range of quotes to be processed to a service order.

Preliminary conditions

A service-order quote can only be processed to a service order if these conditions are met:

• The status of the business partner (BP) must be Active.
• The invoice-to BP and ship-to BP must be specified for the service-order quote.
• The status of the service-order quote must be Accepted.

The planning dates are copied to the service order. The terms linked to the service-order quote are copied to the estimated cost lines of the service order. These terms are defined in these sessions:

• Service Order Quote Material Terms (tsctm1131m400)
• Service Order Quote Labor Terms (tsctm1132m400)
• Service Order Quote Traveling Terms (tsctm1130m400)
• Service Order Quote Other Terms (tsctm1136m400)

LN copies:

• The material terms to the Service Order Estimated Material Costs (tssoc2120m000) session.
• The labor terms to the Service Order Estimated Labor Costs (tssoc2130m000) session.
• The remaining terms to the Service Order Estimated Other Costs (tssoc2140m000) session.

Reports

You can select these reports:

• Process report: This report lists all quotes that are successfully processed to a service order, and also displays the service order number.
• Error report: This report lists the quotes that are not processed to a service order, and displays the reason why the quotes are not processed to a service order.