Service Order Quotes (tssoc1100m000)
Use this session to list and maintain service-order quotations.
If a service order is processed from a service-order quote, the service-order quote cannot be closed until the service order is closed.
Only when related Service Orders are closed, the Service Order Quote can be posted to History or deleted.
Field Information
- Service Order Quote
-
The number used to identify the service order quote.
When creating a new service order quote in the details session, you select a series to assign the quote to, and LN generates a number for the quote.
- Status
-
The quote's current status.
This field can have the following values:
- Free
-
The status when you create the service-order quotation. Details are freely maintainable. Only quotations with this status can be manually deleted (quotations of other statuses can only be removed using the Copy Service Order Quotes to History (tssoc1205m000) session).
- Printed
-
The service-order quotation is printed and can be sent to the sold-to business partner for approval. A quotation's status is changed from Printed, when you print the service order using the Print Service Order Quote Documents (tssoc1400m000) session. In the details session, you can use the Approval... command on the appropriate menu to change this status to Accepted or Canceled, or choose to 'modify' by changing the status of a quotation back to Free.
- Accepted
-
The service-order quotation is accepted by the sold-to business partner. Only quotations with this status can be processed to a service order, using the Process to Service Orders (tssoc1200m000) session. In the details session, use the appropriate command on the appropriate menu to change the status to Canceled.
- Processed
-
The service-order quotation has been processed to a service order (using the Process to Service Orders (tssoc1200m000) session). You can make no changes to the quotation, it can only be posted to history.
- Canceled
-
The service-order quotation is canceled by the sold-to business partner. The quotation can be posted to history. In the details session you can change the status to Accepted using the appropriate command on the appropriate menu.
Note: To change the status of a service order quote from Printed or Accepted to Free, use the option from the Actions menu. - Description
-
The name or description of the service order quotation.
- Search Argument
-
The quotation's search key.
- Quote Date
-
The date from which the quote is valid.
- Quote Expiry Date
- Quote Text
- Installation Group
-
The installation group for which the quote is created.
- Description
-
The name or description of the Installation group.
- Sold-to Business Partner
-
The sold-to business partner for whom the quote is created.
Note: This must be the same business partner who owns the quote's installation group. - Description
-
The name of the business partner for whom the quote is created.
- Address
-
The business partner's address code.
- Contact
-
The contact of the sold-to business partner.
Default value
The contact specified for the business partner in the Sold-to Business Partners (tccom4510m000) session.
- First Invoice Reference
-
Any additional reference information about the business partner that you wish to include with this quote.
Note: This information is included in the quote's print-out. - Second Invoice Reference
-
Any additional reference information about the business partner that you wish to include with this quote.
Note: This information is included in the quote's print-out. - Service Office
-
The department that gives the quote.
Default value
The (service) department of the employee, recognized by their login code, who enters the quote in LN. The service department is linked to the employee's login code in the Employees - General (tccom0101m000) session.
Note:- If this field is filled and the Sold-to Business Partner field is also filled, defaults of invoice-to and pay-by BPs are obtained.
- Internal Sales Representative
-
The employee responsible for the service order quote.
Note: The sales representative must belong to the same department entered in the Service Office field. - Project
-
The code of the project to which the service order quote is pegged.
Note:- This field is displayed only if the Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
- You must select a project:
- That is not linked to a Project contract and for which invoicing through sales is allowed.
- With Active status.
- That is not a PCS project.
- You cannot modify this field if the quote Status is set to a value other than Free.
- Description
-
The description or name of the code.
- Element
-
The code of the element linked to the Project.
Note:- This field is displayed only if:
- This field is displayed only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.
- The Element check box is selected in the Project Parameters (tppdm0100s000) session.
- This field is applicable only if:
- The Project is specified.
- The element is linked to a project in the Project (tppdm6600m400) session.
- You cannot modify this field if the quote Status is set to a value other than Free.
- This field is displayed only if:
- Description
-
The description or name of the code.
- Activity
-
The code of the activity linked to the Project.
Note:- This field is displayed only if:
- This field is displayed only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.
- The Activity check box is selected in the Project Parameters (tppdm0100s000) session.
- This field is applicable only if:
- The Project is specified.
- The activity is linked to a project in the Project (tppdm6600m400) session.
- You cannot modify this field if the quote Status is set to a value other than Free.
- This field is displayed only if:
- Description
-
The description or name of the code.
- Name
-
The name of the sales representative.
- Line of Business
-
You can use this field to classify the customer's type of business into one of the user-defined categories listed in the Lines of Business (tcmcs0131m000) session.
- Description
-
The name or description of the category used to classify the customer's line of business.
- Sales Price List
-
The sales price list of the business partner.
Default value
The price list selected for the quote's business partner, in the Sold-to Business Partners (tccom4510m000) session.
- Description
-
The name or description of the price list.
- Probability Percentage
-
The estimated chance, expressed as a percentage, that the quote will be accepted by the customer and will result in a service order.
Default value: zero (0)
- Success/Failure
-
The reason for the success or failure of the quote. Selected from reasons listed in the Reasons (tcmcs0105m000) session.
Note: You can only select reasons that have the Success/Failure or Rejection of Quotation reason type. - Description
-
The description or name of the reason for success or failure.
- Header Text
-
If this check box is selected, additional text relating to the header data has been created.
- Footer Text
-
If this check box is selected, additional text related to the footer data has been added.
- Pricing Method
-
The method used to determine the quote price. The Pricing method is always Budgeted Service Cost.
- Calculated Sales Amount
-
The calculated sales amount.
- Sales Amount
-
The sales amount associated with the service quote.
- Cost Amount
-
The cost amount associated with the service quote expressed in your company's currency.
- Cost Amount
-
The currency in which the cost amount is calculated.
- Gross Margin
-
The gross margin of either profit or loss.
- Business Partner
-
If you generate a service order from the service order quote, this is the code of the business partner who will be invoiced for the service order's costs.
Note: This field must be filled in when processing the quote to a service order. - Description
-
The name of the business partner who is invoiced for the costs of any service order generated from this service order quote.
- Address
-
The address code of the invoice-to business partner.
- Contact
-
The contact of the invoice-to business partner.
Default value
The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session.
- Payment Terms
-
The payment terms for the costs of a service order generated from this quote.
- Description
-
The description of the payment terms.
- Late Payment Surcharge
-
The late payment surcharge for a service order generated from this quote.
- Description
-
The description of the late payment surcharge.
- Invoice Text
-
If this check box is selected, a text related to invoicing has been created.
- Currency
-
The currency in which the quote's amounts are expressed.
Note: The default value is the currency of the quote's invoice-to business partner. - Exchange Rate Type
-
A way of grouping currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions(purchase, sales and so on).
- Description
-
The description of the exchange rate type.
- Rate/Rate Factor
-
The defined currency rate.
- Rate Determiner
-
The method used to fix the currency rates for a service order quote's costs, when they are expressed in a currency that differs from your company's home currency.
- Tax Country
-
Default value
If the tax code is taken from the location address, the country of the location address. Otherwise, the country of the sold-to BP address.
- Description
-
The name of the country.
- Tax Code
-
The tax code for the tax country.
How LN determines the default tax code:
If the Destination Sales Tax is applicable, the tax rules will be consulted based on:
- Sold-to business partner.
- Location address.
If no tax code is found, the tax rules will be consulted again based on:
- Sold-to business partner.
- Sold-to-address.
If no tax code is found or if the Destination Sales Tax is not applicable, the tax code as specified for the related service department will be used.
Note:- Only tax codes listed in the Tax Codes by Country (tcmcs0536m000) session for the country you selected in the Tax Country field are allowed.
- Tax Exemption Certificate
-
The tax exemption certificate number.
- Tax Exemption Reason
-
The reason why the sold-to-business partner or your company is exempt from sales tax.
You can link a text to the reason code for a purchase tax exemption for a tax code and country combination in the Tax Exemptions for Purchase (tcmcs1560m000) session. LN prints the text on orders and invoices. You can link several tax exempt reasons, each with unique texts, to a single tax code by country combination.
If you use a tax provider, you must define tax exemption reasons. LN prints the exempt reasons on the sales invoices.
- Business Partner
-
The pay-by business partner who meets the costs of a service order generated from this quote.
- Description
-
The name of the business partner.
- Address
-
The address code of the pay-by business partner.
- Contact
-
The contact of the pay-by business partner.
Default value
The contact specified for the business partner in the Pay-by Business Partners (tccom4514m000) session.
- Service Order Office
-
The service department that carries out the service order generated from this service order quote.
- Description
-
The name of the service department.
- Labor Rate Code
-
The labor rate of the activities planned in the service order quote.
- Service Order
-
The service order number that was processed from this service order quote.
- Duration
-
The expected duration of the service order quote's planned activities. Enter a duration equal to or greater than the longest reference activity that you specify on the service-order quote's configuration lines.
Note:- After you specify the reference activities, click to update the estimated value you entered with the total duration of all specified reference activities.
- If the expected duration is shorter than the longest reference activity that you specify, you will not be able to print the service-order quote to an external document, and hence not update its status from Free to Printed.
- Time Duration Unit
-
The unit used to express the duration.
- Overtime
-
If this check box is selected, and the quote is processed to a service order, it is permissible for the service order activities to be carried out during overtime hours.
If this check box is cleared, and the quote is processed to a service order, the service order activities cannot be carried out during overtime hours.
- Start Time
-
The planned start time of the service order quote's activities.
Note: This field must be filled. The Start Time cannot be before the Quote Date. The current date is the default value. - Finish Time
-
The planned finish time of the service order quote's activities.
Note: This field must be filled. The current date is the default value default. - Appointment
-
If this check box is selected, an appointment has been fixed.
- Business Partner
-
The ship-to business partner that receives goods required by a service order (generated from the quote).
- Description
-
The name of the ship-to business partner.
- Address
-
The address code of the ship-to business partner.
- Contact
-
The contact of the ship-to business partner. The default value is the contact specified for the business partner in the Ship-to Business Partner (tccom4111s000) session (zoomed to via the Ship-to Business Partners by Sold-to Business Partner (tccom4117m000) session).
- Delivery Terms
-
The delivery terms as retrieved from the Delivery Terms (tcmcs0141m000) session.
Delivery terms is used as an informative field that can be sent to the Warehousing Package for the Shipment / Receipt related agreements made between Supplier and Customer.
- This field is enabled for all the service orders with the status Free.
- Description
-
The description or name of the code.
- Point of Title Passage
-
The point of title passage as retrieved from the Points of Title Passage (tcmcs0142m000) session.
Point of Title Passage signifies the point of location at which the transition of responsibility of a consignment changes from the Supplier to the Customer. In Service it is the service company and the customer.
- This field is enabled for all the service orders with the status Free.
- Description
-
The description or name of the code.
- Call
-
If the service order quote is prompted by a call logged in the Calls (tsclm1500m000) session, the call's identification number is given in this field.
- Description
-
The call's description.
- Problem
-
The (code of the) call's expected problem.
- Description
-
A brief description of the problem.
- Solution
-
The (code of the) expected solution to the call's problem.
- Description
-
A brief description of the solution.