Quote Requests (tsepp1100m200)

Use this session to view the list of Quote Requests created from various origins including calls, work order and maintenance sales order.

Note:

This session is displayed only if the Use Quote Requests for Maintenance Sales check box is selected in the Service Quote Parameters (tsepp0100m000) session.

You cannot create a Quote Request manually.

You can create multiple Quote Requests from Service related objects (calls, work order and maintenance sales order). To create a new Quote Request, the active request must be canceled or rejected.

Field Information

Request

The first free number of the Quote Request.

Status

The status of the Quote Request.

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.

Date

The date on which the Quote Request is created.

Created By

The code of the user who created the Quote Request.

Note: By default, LN considers the current user login code and you cannot change this value.

General

Sold-To

Business Partner: The sold-to business partner to whom the Quote is provided for the service/repair to be performed on the specified item.
Description: The description of the business partner.
Order Reference: The order number used by the customer.
Customer Order: The number assigned to the Quote Request by the sold-to business partner.
First Reference: The reference information about the business partner.
Second Reference: The additional reference information about the business partner to include with this Quote Request.

General

Description

The description or name of the code.

Search Argument

The search argument of the Business Partner.

Maintenance Sales Order

The maintenance sales order linked to the Quote.

Origin

The origin of the Quote.

Allowed values

Work Order
Call
Not Applicable
Customer Claim
Supplier Claim
Quote Request
After Sales Service
Price Calculation
Rental Request
Field Change Order
Quote
Maintenance Sales Order
Service Order
Service Order Quote
Planned Activity
Maintenance Notification
Group Planning Activity

Origin

The code of the origin order from which the Quote Request is created.

Installation

Installation Group: The installation group linked to the Quote Request.
Description: The description or name of the code.
Item: The code of the item linked to the Quote Request.
Serial Number: The serial number of the serialized item linked to the Quote Request.
Description: The description or name of the code.

Times

Effective Date: The date and time from which the Quote Request is effective.

Note: LN classifies a Quote Request 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.
Coverage Time: Need clarity
Earliest Start Time: Need clarity
Latest Finish Time: Need clarity
Quote Text: If this check box is selected, the Quote Request has an associated text.

Business Partners

Sold-To

Address: The code of the sold-to business partner's address.
Description: The description or name of the code.
Address: The sold-to business partner's address.
Contact: The code of the contact linked to the sold-to business partner.
Description: The description or name of the 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.

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.
Address: The code of the ship-to address.
Description: The ship-to business partner's address.
Contact Person: The contact linked to the ship-to business partner.

Sales

Service Office: The service department that performs the repair work on the specified item.
Description: The description or name of the service department.
Sales Representative: The code of the employee responsible for the Quote Request.
Sales Representative: The name of the employee responsible for the Quote Request.
Service Type: The code of the service type of the Quote Request.
Description: The description of the service type of the quote.
Coverage Type: The coverage type used to calculate coverages by warranty/contract.
Description: The description of the coverage type.
Header Text: The text on the quote header when you print the Quote Request.
Footer Text: The text on the quote footer when you print the Quote Request.

Project Pegging

Project: The project to which the cost is pegged.
Description: The description or name of the code.
Element: The element linked to the project.
Description: The description or name of the code.
Activity: The activity linked to the project.
Description: The description or name of the code.

Cancellation

Cancel Date: The date on which the Quote Request is cancelled.
Cancel Reason: The code for the cancellation reason.
Cancelled By: The name of the employee who cancelled the Quote Request.