Quotes (tsepp1100m000)

Use this session to create and maintain a quote/price proposal for the items to be serviced/repaired. You can also calculate and print tax on the Maintenance Sales Quotes.

Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse:

  • Related To:

    Starts the Graphical Browser Framework that displays the orders which originate from the current order.

  • Related From:

    Starts the Graphical Browser Framework that displays the orders that originate from the specific order.

Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:

  • View Details:

    Use this option to view the details of the related order.

  • Reverse Tree:

    Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode.
Note: You can create a quote before the status of the work order is Completed.

Field Information

Quote

The first free number for the quote.

Revision

The revision number of the quote.

Note: 
  • This field is displayed only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.
  • This field is set to zero if the Use Revisions check box is cleared in the Service Quote Parameters (tsepp0100m000) session. If the Use Revisions check box is selected and a quote is created, the value in this field is set to 1. This value is increased by 1 for every subsequent revision.
Installation Group

The installation group linked to the Maintenance Sales Quote.

Note: 
  • This field is displayed only if the Installation Groups check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • If a serialized item is specified in the Item field, you must specify an installation group linked to the serialized item in the Serialized Items (tscfg2100m000) session. If a value is not specified in this field and the Item field is updated with a serialized item, LN defaults the Installation Group linked to the specified item in the Serialized Items (tscfg2100m000) session.
  • If a value is not specified in this field and the serialized item is modified, the installation group linked to the selected serialized item is defaulted in this field.
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quote lines.
Description

The description or name of the code.

Note: You cannot modify the value in this field if quote lines are available in the Quote Lines (tsepp1110m000) session.
Payment Method

The payment method used for the quote.

Description

The description or name of the code.

Discounts from Price Books

Indicates if the Pricing discounts are used for quotes.

Note: The selection of this check box is defaulted from the Discounts from Price Books check box in the General Service Parameters (tsmdm0100m000) session.
Business Partner Prices and Discounts

The business partner used in Pricing to determine prices and discounts.

Note: This field is displayed only if the Use Default Business Partner Prices and Discounts check box is selected in the General Service Parameters (tsmdm0100m000) session.
Description

The description or name of the code.

Order Discount

The order discount percentage that is applied to the related order.

Note: 

This field is displayed only if the Use Order Discount check box is selected in these sessions:

  • Service Order Parameters (tssoc0100m000)
  • Maintenance Sales Control Parameters (tsmsc0100m000)
Copy Prices and Discounts to Order

If this check box is selected, the prices and discounts of the quote are defaulted to the order.

Note: 

This field is applicable only if:

  • The Use Coverage Calculation for Estimates check box is selected for the related service order or maintenance sales order.
  • The Discounts from Price Books check box is selected in the General Service Parameters (tsmdm0100m000) session.
Item

The code of the item linked to the Maintenance Sales Quote.

Note: 
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quote lines.
  • If the Items Service by Office is Mandatory check box is selected in the General Service Parameters (tsmdm0100m000) session, you can only select an item that is linked to the specified Service Office. The service items are linked to the service office in the Items - Service by Service Office (tsmdm2120m000) session.
Serial Number

The serial number of the serialized item linked to the Maintenance Sales Quote.

Note: 
  • This field is enabled only if the Item is serialized.
  • You can select a serial number from the Serialized Items (tscfg2100m000) session for which:
    • The status is set to Active, Working Condition or Defective.
    • A value is not specified in the Serial Number field.
  • The serial number must be linked to the specified Installation Group.
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quote lines.
Master Routing
The master routing based on which the quote lines are generated.
Note: 
  • This field is displayed only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • This field is enabled only if:
      • The Material Issue Constraint field is set to a value other than None.
      • The Line Procedurefield is set to Maintenance in the Maintenance Sales Order - Part Lines (tsmsc1110m000).
Routing Option
The routing option based on which the quote lines are generated.
Note: 
  • This field is displayed only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • This field is enabled only if:
      • The Material Issue Constraint field is set to a value other than None.
      • The Line Procedurefield is set to Maintenance in the Maintenance Sales Order - Part Lines (tsmsc1110m000).
Description

The description or name of the code.

Note: This value is defaulted on the quote lines.
Price Origin

The price origin for the Sales Amount.

Allowed values

Other

The default value for all other situations such as prices from price book, item service data and so on.

Contract

If a contract term is found for the material line based on the pricing contract of the service order or activity.

Manual

The price origin is set to manual after the price or price unit is changed by the user.

Master Routing

The price origin is set to master routing, if the price is retrieved from the master routing and not from the pricing contract.

Routing Option

The price origin is set to routing option, if the price is retrieved from the routing option and not from the pricing contract.

Reference Activity

The price origin is set to reference activity, if the price is retrieved from the reference activity and not from the pricing contract.

Travel Rate Book

The price origin is set to travel rate book, if the price is retrieved from the travel rate book and not from the pricing contract.

Item Service Data

The price origin is set to Item Service Data, if the price is retrieved from the Item Service Data and not from the pricing contract.

Default Price Book

The price origin is set to Default Price Book, if the price is retrieved from the Default Price Book and not from the pricing contract.

Price Structure

The price origin is set to Price Structure, if the price is retrieved from the Price Structure and not from the pricing contract.

Not Applicable
Quote Status

The status of the Maintenance Sales Quote.

Allowed values

Printed

The external Quote document is printed.

Negotiating

The negotiations about the (printed) Quote are in progress with the customer. This status must be set manually.

Accepted

The proposed Quote is accepted by the customer.

Rejected

The proposed Quote is rejected by the customer.

Processed

The accepted Quote is processed into an actual order.

Canceled

The quote is canceled by the user who initiated the quote.

Note: You can cancel a quote with the status Free, Printed and Negotiating.
Lost

The customer has selected another supplier. This status must be set manually.

Note: You can set this status only for the Quotes that are not generated from another object.
Free

The quote is newly created or re-opened.

Approved

Quote is approved internally. You can print and send the quote to the customer.

Description

The description of the quote.

Search Argument

The search argument of the quote.

Sold-to Business Partner

The business partner to whom the estimate is provided for the service/repair that must be performed on the specified item.

Description

The description of the business partner.

Invoice-to Business Partner

The business partner to whom the invoice for service/repair is sent to.

Description

The description of the invoice-to business partner.

Ship-to Business Partner

The business partner to whom the material required for service/repair is shipped to.

Description

The description of the ship-to business partner.

Quote Date

The date on which the quote is created.

Effective Date

The date and time from which the quote is effective.

Note: LN classifies a quote as effective when the current date falls between the effective date and the expiry date of the quote.
Expiry Date

The date and time after which the quote is not effective.

Note: LN classifies a quote as effective when the current date falls between the effective date and the expiry date of the quote.
Related Order

The maintenance sales order that is created from the maintenance sales quotes.

Quote Text

The text specified in the quote.

Header Text

The text on the quote header when you print the quote.

Footer Text

The text on the quote footer when you print the quote.

Project

The project to which the cost is pegged.

Note: The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Description

The description or name of the code.

Element

The element that is linked to the project.

Note: The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.
Description

The description or name of the code.

Activity

The activity that is linked to the project.

Note: The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.
Description

The description or name of the code.

Service Office

The service department that performs the repair work on the specified item.

Service Type

The service type of the order quote.

Description

The name or description of the service type.

Coverage Type

The coverage type that is used to calculate coverages by warranty/contract.

Description

The description of the coverage type.

Discount Policy

The Discount Policy determines the procedure that is used to apply the discount percentage or amount on the maintenance sales quote.

The following are the two methods to apply the discounts:

  • Apply Discounts Before Coverage:

    Discounts are applied to sales amount and cost amount before any coverage is applied.

  • Apply Discounts After Coverage:

    Discounts are applied to sales amount and cost amount after all coverages are applied.
Discounts from Price Books

If this check box is selected, discounts are retrieved from the price books defined in the Price Book Lines (tdpcg0131m000) session of Pricing .

Proposal Method

The method LN uses to calculate the quote sales amount. The following are the available options:

  • Fixed
  • Fixed Plus
  • Budget Indicator

Sales Amount

The quote sales amount that the LN calculates to carry out the service/repair.

Currency

The currency of the sales price/discounts/coverages and sales amount.

Description

The description of the currency code.

Material Issue Constraint
Indicate if the material for an order or an activity must be shipped completely.
Note: 
  • This field is displayed only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • This field is enabled only if:
      • The Material Issue Constraint check box is selected for the Service Order linked to the quote.
      • The related order is not released, and warehouse orders do not exist for the order.
  • This value is defaulted from the Service Order Parameters (tssoc0100m000) or Service Order Parameters (tssoc0100m000) session.
Payment Terms

The code of the payment terms.

Description

The description or name of the code.

Late Payment Surcharge

The code of the late payment surcharge.

Note: This field is enabled only if the invoice-to business partner is specified.
Rate Type

The exchange-rate type that you want to use.

Description

The description of the exchange rate type.

Rate Determiner

The rate determiner based on which the rate is determined.

Rate/Rate Factor

The currency exchange rate assigned to the quote's currency in the Currency Rates (tcmcs0108m000) session.

Note: This rate is given in terms of the quote currency's rate factor.
Rate/Rate Factor

The defined currency rate. Example, $1=Aus$ 28

Sales Price List

The Sales Price List from which the sales price is retrieved.

Description

The description of the sales price list.

VAT Based On

If this check box is selected, VAT calculation is based on goods or services.

Allowed values

VAT Based on Goods

The goods flow is considered to determine the correct VAT values.

VAT Based on Services

The place (location address) where the service is performed, is considered, to determine the correct VAT values.

Tax Classification

The tax classification code.

Description

The description or name of the code.

Cancel Date

The date on which the quote is cancelled.

Cancel Reason

The code for the cancellation reason.

Cancelled By

The name of the employee who cancelled the maintenance sales quote.

Travel Planning Method

The method used for travel planning.

Allowed values

Order Based
Activity Based
Not Applicable
Note: 
  • This field is displayed only if:
    • The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
    • The Traveling Cost Method field is set to a value other than None in the General Service Parameters (tsmdm0100m000) session.
  • This field is enabled only if the Related Order Type is Field Service.
Service Area

The code of the service area where the item or the installation group is located.

Note: 
  • This field is displayed only if:
    • The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
    • The Traveling Cost Method field is set to a value other than None in the General Service Parameters (tsmdm0100m000) session.
  • This field is enabled only if the Related Order Type is Field Service.
Exempt

If this check box is selected, tax is exempted for the cost line.

Tax Country

The tax country of the business partner.

Exemption Certificate

The tax exemption certificate number.

Exemption Reason

The exempt reason code if the tax is exempted for the specified business partner or the company.

Tax Code

The tax code used for the tax calculation.

Delivery Terms

The code of the delivery terms. This value is retrieved from the Delivery Terms (tcmcs0141m000) session.

Point of Title Passage

The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session.

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