Creating and processing a quote after closing a work order

You can create a quote from a Closed work order, if the coverage lines linked to the work order are not set to Costed in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session.

In this scenario, only the resource lines from that specific order are used for the quote.

Note: If the quote is created from the part maintenance line, all related work orders are included. You can create a quote from the part maintenance line only if a quote or a quote request is not associated with the part line or (one of the) work order(s).

If a quote linked to the work order, is processed and (actual) maintenance sales coverage lines linked this work order exist, the value of the Sales related fields are set to 0 for the coverage line.

The coverage lines of the type Fixed Order Price or Fixed Activity Price (if existing) are replaced with the type Quote Invoice coverage lines in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session.

If the quote is created from the part line and the quote proposal method is Quote Fixed, existing coverage lines of type Additional Line, that are linked to the part line, are updated.