Quotes in Depot Repair

Customers who approach service providers for item service or repair, require a quote or a price proposal for the service/repair before the actual service/repair is performed. You can create the quotes for the estimated service/repair cost, from the service objects such as a work order, a call or a part maintenance line.

Creating quotes from Maintenance Sales Order and Work Order

To create a quote from a maintenance sales order part line, you can use the Maintenance Sales Order - Part Lines (tsmsc1110m000) session. When the quote is created:

  • All work order activities and resource lines (of all related work orders) linked to the part line are copied to the quote.
  • The Interrupted check box is selected for the part lines and all the related work orders. Infor LN selects this check box to prevent the changes to the part line and the related work orders data. This check box is cleared after the quote is processed.

When the quote is processed, the Method of the Part Line is set to Quote Fixed Plus and the related work orders are linked to the quote.

Based on the Method and the price of a part line, a coverage line of type Quote Invoice is created in theMaintenance Sales Order - Coverage Lines (tsmsc1120m000) session. When multiple quotes are created, for each work order having a quote, a coverage line is created.

To create a quote from a work order, you can use the Create Quote option in the Work Orders (tswcs2100m000) session. When the quote is created:

  • The activities and resource lines linked to the Initiating Work Order are copied to the quote (request).
  • The Interrupted check box is selected only for the selected work order to prevent any change to the work order data. This check box is cleared after the quote is processed

During processing, the Method of a Part Line is not updated on the quote. Only the initiating work order is linked to the quote.

Creating multiple Quotes from a part maintenance line

You can create multiple quotes from the Maintenance Sales Order - Part Lines (tsmsc1110m000) session. After the quote is created, the Method of the part line is set to Quote Fixed Plus.

Based on the Method and the price of a part line, a coverage line of type Quote Invoice is created in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session. When multiple quotes are created, for each work order having a quote, a coverage line is created.

You can use the Convert to FixedPlus Quote option in the Maintenance Sales Order - Part Lines (tsmsc1110m000) session to change the Method of the part line manually.

Creating and processing a Quote after closing a work order

You can create a quote for 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 to this work order exist, the value of the Sales related fields are set to zero for the coverage line.

The coverage lines of the type Fixed Order Price/ 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

Accepting a Quote

You can set the quote status to Approved in the Quotes (tsepp1100m000) session if the customer accepts the proposed quote. When you set the quote status to Processed, the quote related data is updated on the related part line and the work order.

Using Fixed Prices for Quotes

To support the maintenance sales order activities, reference activities and master routings with fixed prices for quotes, the Method field is added to the Quote Lines (tsepp1110m000) session. When a reference activity that has a Fixed Order Price is specified for a quote line, the Method of the quote line is set to Fixed and the prices on the related quote coverage lines are set to 0. When a quote line is created from a part line or a work order, the Method of the quote line is defaulted from the Maintenance Sales Order Activity Lines (tsmsc1111m000)session. However, you can modify this value.

If the Method is modified manually, Infor LN does not set this value to the default value for the quote and the quote lines, when the prices are calculated using the Calculate option. Also, the sales prices and the amounts of the related quote coverage lines are updated.

Using Price Origin for the Quote Lines

To prevent the sales amount from being updated automatically when the quote lines are added or deleted, the Price Origin field is added to the Quotes (tsepp1100m000) session. By default, the Price Origin field is set to Other. If the sales amount is modified manually, the Price Origin field is set to Manual and the sales amount is not updated automatically.

To prevent the sales amount on the line from being updated automatically when the quote coverage lines are added or deleted, the Price Origin field is added to the Quote Lines (tsepp1110m000) session.

When the prices are calculated using the Calculate option, the Price Origin of the quote and the quote lines is set to the default value.

Using the Master Routing for Quotes

If the master routing is specified manually in the Quote Lines (tsepp1110m000) session, you can use the Fixed Order Price specified for the master routing. The routing options are not displayed for the quote. However, when the quote is processed, maintenance sales activity lines and work order activities are generated based on the routing options linked to the master routing specified for the quote.

You can use the Generate Lines for Master Routing option in the Quotes (tsepp1100m000) and the Quote Lines (tsepp1110m000) sessions to generate the quote lines based on the specified Master Routing. Infor LN creates the quote lines in the Quote Lines (tsepp1110m000) session and defaults the Method based on the routing options. For each routing option linked to the master routing, Infor LN creates a quote line.

Reopening a Quote:

To reopen a quote, you can use the Reopen option in the Quotes (tsepp1100m000) and the Quote (tsepp1100m100) sessions, for the quotes that have the status Canceled, Lost or Rejected. You cannot reopen a quote that has been processed, you must create a revision for the quote.

You can use the Reopen Quote (tsepp1202m000) session to reopen a quote. When a quote is reopened, the status of the quote is set to Free. The status of the related quote lines is modified based on the check boxes you select in the Reopen Quote (tsepp1202m000) session.

You can reopen a quote line that is not processed, only if the status of the related quote is set to Free.

When a Quote is reopened, the related work orders and the part lines are interrupted.

Quote Revisions:

You can create a new revision for a quote only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.

Creating a new Quote revision:

You can create a new revision for a quote that has been processed. The new revision can be created manually or by using the quote request. To create a revision using a quote request, the Use Quote Requests for Maintenance Sales check box must be selected in the Service Quote Parameters (tsepp0100m000) session. Else, you must create the new revision manually.

When a new revision is created for a quote:

  • Infor LN copies all the quote lines and the cost lines of the existing revision to the new revision of the quote.
  • The status of the new revision quote is set to Free.
  • The status of the existing quote lines is not modified when copied to the new revision.
  • The status of the new quote lines is set to Free.

The new quote lines can be added manually or can be created based on the quote request.

Note: If the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session, the first revision is set to 1. Else, the revision is set to 0.

Processing a new Quote revision:

The processing of a revision (of a quote) is similar to the existing quote processing functionality. For quote lines with status other than Accepted, the quote revision is updated for the related objects such as:

  • Maintenance Sales Order
  • Part Maintenance Lines
  • Maintenance Sales Coverage Lines
  • Estimated Coverage Lines (only for status Free and Planned)
  • Work Order(s)
  • Work Order Activities
  • Work Order Resource lines for material, labor and other costs