Creating a quote from an existing service order

You can create a quote from an existing service order using the Create Quote option in the Service Orders (tssoc2100m000) or the Service Order (tssoc2100m100).

Infor LN creates the quote based on the data specified for the service order. The quote lines and the quote cost lines are created based on the service order activities and the cost lines. Infor LN selects the Interrupted check box for the service order when a quote is created.

This check box is cleared when the related quote Status is set to:

  • Processed
  • Rejected
  • Canceled

If a quote is created for a service order in the estimated phase (the order Status is Free or Planned), and the quote cost lines data is modified in this phase, Infor LN synchronizes the modified quote data with the actual cost line data.