Service Quotations

Use Service Order Control to create the order quotations, plan the order, and monitor the implementation of the order, process the order, book costs, and trigger invoicing. You can also use service orders to perform on-site repair, replace, or upgrade the serialized items or the installation groups. You can define orders such as internal and external orders, orders related to the work performed, scheduled and not-scheduled orders, inspections, preventive and corrective work.

  • Service Quotations

    A service order quotation is a statement of price, terms of sale, and description of services and materials, that can be sent to a prospective business partner. The business partner data, payment terms, and delivery terms are listed in the header. The data about the activities and materials are specified on the quotation lines.

  • sales quotations

    A maintenance sales quotation, also known as bid, is a statement of price, the terms of sale, and a description of goods or services offered by a supplier to a prospective purchaser; a bid. The customer data, payment terms, and delivery terms are contained in the header; the data about the actual items is entered on the quotation lines. When given in response to a request-for-quotation, a bid is usually considered an offer to sell.

  • Tax calculation on Maintenance Sales Quotation

    The amounts specified on the Maintenance Sales Order are transferred to Invoicing for tax calculation. The tax calculation is based on the bill produced. A late payment surcharge must be levied over the amount which is not received on time. The tax must be paid for this late payment surcharge and LN must calculate and print this surcharge.

  • After Sales Service

    When a product is sold, the after sales services such as warranty and preventive maintenance plans are also sold. These after sales services are sold separately and are not delivered along with the product. However, to improve the integration between sales and service, you can now sell and deliver the product along with after sales services. To do so, at the time of selling the product, you can:
    • Add warranty (with a warranty template).
    • Generate a service contract.
    • Print the after sales service on the sales order acknowledgement and quotation.

    • Handling Quote Requests in Service

      Quote requests are used by the internal employees who perform the actual labor on the installation of a product. Another employee, who performs the commercial activities, reviews and converts the request to the quote which is sent to the customer.

      You can create quote requests only if the Use Quote Requests for Maintenance Sales check box is selected in the Service Quote Parameters (tsepp0100m000) session.

  • Ownership Context

    The Ownership Context (tstdm0285m000) session is us to view the information about the installation linked to the material line and role of the sold-to business partner.

  • Single quote for service order and maintenance sales order

    The order systems Service Orders and Maintenance Sales Orders now share one quote solution. In the quote header, users can decide if the quote is for a Service Order or a Maintenance Sales Order.

  • Generate Service Order when After Sales Service is processed

    During the processing of the After Sales Service for an object, if the Generate Service Order check box is selected in the After Sales Service (tstdm5100m000) session, Infor LN creates a service order (activity) corresponding to the object.

  • Dealer Workbench

    An OEM-er (Original Equipment Manufacturer) manufactures items which are sold to the customer by a dealer. When such items require repair or replacement, the dealer creates a claim for the OEM-er.

    To support this scenario, the Dealer Workbench is created wherein, a dealer can:

    • Create a new customer (business partner) and manage the existing customer data.
    • Register the serialized items and update the item data.
    • Create customer claims