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.

During the processing of a quote to a service order, Infor LN creates the estimated service order cost lines if the Use Coverage Calculation for Estimates check box is selected in the Service Order Parameters (tssoc0100m000) session. The quote data is defaulted on the estimated cost lines. When the related quote is modified during the estimate phase (service order status is Free or Planned), the corresponding estimated cost lines are also updated.

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.
  • You can use the Related Orders option in the Quote (tsepp1100m100) session, to access the Related Orders (tsmdm4500m000) session wherein the Quote and the related service order are displayed.

When a quote is processed to a service order, the Pricing Method of the service order is updated based on the value the quote Proposal Method is set to:

  • If the Proposal Method of the quote is set to Fixed, the Pricing Method is set to Quote Fixed for:
    • The service order.
    • The service order activities and the additional service order activities, if any.
    Note: You cannot modify this value.
  • If the Proposal Method of the Quote is set to Fixed Plus, the Pricing Method is set to Quote Fixed Plus for:
    • The service order.
    • The service order activities and additional service order activities, if any.
    Note: You can modify the Pricing Method only for the additional service order activities. Consequently, the related cost lines are also updated.
  • 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.
Note: 
  • You can modify the Proposal Method of a quote from Fixed to Fixed Plus, using the Convert to Fixed Plus 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 Fixed Plus Quote option in the Service Order and Service Order (tssoc2100m100) sessions.

For the service order, a cost line with the Cost Type field set to Quote 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 Quote check box is selected for the service order cost lines linked to the quote, the Invoice Amount for these cost lines is set to zero and the cost lines cannot be invoiced. You cannot clear this check box.

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