Quote Request (tsepp1600m000)

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

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 Warehousing:

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.

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.

General

Sold-to B.P.: 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.
Description: The description or name of the code.
Service Type: The service type linked to the Quote.
Description: The description or name of the code.
Service Office: The service department that is responsible to complete the service activity on the specified item.
Description: The description or name of the code.
Coverage Type: The coverage type used to calculate coverages by warranty/contract.
Description: The description or name of the code.
Search Argument
Related Order: The maintenance sales order linked to the Quote.

Header Text

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

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.

Installation

Installation Group: The installation group linked to the Quote.
Description: The description or name of the code.
Item: The code of the item linked to the Quote.

Note: 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 Quote.
Configuration Tree: The description or name of the code.

Times

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.

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.

Sold-To

Order Reference: The order number used by the customer.
Customer Order: The number assigned to the Quote 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.
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.

Times

Quote Text: If this check box is selected, the Quote has an associated text.

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.