Processing service order quotes to service orders

Use this process to transfer an accepted service-order quote to a service order.

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.