Quote revisions

You can create a new quote/quote line revision manually or by using the quote request. To create a revision using a quote request, the Use Requests 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 on copying to the new revision.
  • The status of the new quote lines is set to Free.
Note: If the Use Revisions check box is selected, 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