Quotes in Field Service

You can define the quote data for service orders in the Quotes (tsepp1100m000) session or the Service Order Quote session.

The Use Service Order Quotes for Service Orders check box in the Service Order Parameters (tssoc0100m000) session determines if the quote data can be defined in either of these sessions or only in the Quotes (tsepp1100m000) session.

If the Use Service Order Quotes for Service Orders check box is selected, Infor LN allows you to define the quote data for the service orders in the Service Order Quote session. If this check box is cleared, you can define the quote data for service orders only in the Quotes (tsepp1100m000) session.

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.

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.