Creating quotes from Maintenance Sales Order and Work Order
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 Pricing Method of the Part Line is set to Quote Fixed Plus and the related work orders are linked to the quote.
After the quote is created, the Pricing Method of the part line is set to Quote Fixed Plus.
Based on the Pricing 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.
To create a quote from a work order, you can use the 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 Pricing Method of a Part Line is not updated on the quote. Only the initiating work order is linked to the quote.