Data setup for Quotes

To use the quotes functionality for Maintenance Sales Orders and Service Orders, you must set up this data in the Service Quote Parameters (tsepp0100m000) session:

• Quote Duration: The number of days for which the quote is effective. Infor LN uses this value to calculate the expiry date of the quote.
• Proposal Method: The method used to calculate the invoice amount.
• Use Revisions: Indicates if the Revisions functionality must be used for quotes.
• Use Alternatives: Indicates if the Alternatives functionality must be used for quotes.
• Use Quote Requests: Indicates if quote requests can be created for Maintenance Sales Orders and Service Orders.
• Number Group: The number group to create the quotes or quote requests for Maintenance Sales Orders and Service Orders.
• Step Size: The step size for quote lines and quote cost lines.

To use the quotes functionality for Contracts you must set up this data in the Contract Management Parameters (tsctm0100m000) session:

• Number Group: The number group for the contract quote.
• Step Size for Quote Term Number: The step size for the quote term numbers.
• Step Size for Quote Configuration Line: The step size for the quote configuration lines.
• Effectivity Period: The number of days for which the quote is effective. Infor LN uses this value to calculate the expiry date of the quote.
• Number of Copies: The number of extra quote copies printed in the Print Contract Quote Documents (tsctm2400m000) session.
• History: The contract quote data that is stored when a quote is moved to history. The information is stored when you run the Move Service Contract Quotes to History (tsctm2280m000) session.