Quote Status
Customers who approach the service providers for item service/repair require a quote/price proposal of the service activity before the actual service is performed. LN assigns several statuses to a price proposal before a maintenance sales order is created so that the repair work can start.
LN changes the status of a price proposal based on the action performed on the proposal:
Quote Status
- Free: When a quote is created, the status is Free.
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Printed: When a quote is printed as an external document and sent to a customer for review, the status of the quote is changed to Printed.
In case the customer wants to negotiate the quote, the status of the quote is again changed to Free. After the necessary changes are incorporated in the quote, the quote is again printed and sent to the customer for review. A customer can review the quote many times before the quote is finally accepted.
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Accepted: After the customer accepts the quote, the status of the quote changes to Accepted.
- Processed: After the customer accepts the proposal, use the option in the appropriate menu to create a maintenance sales order from the quote data. The status of the quote changes to Processed. All the quote lines that are linked to the quote are copied to the maintenance sales order as Part Maintenance Lines.
- Canceled: In case the customer rejects the quote, the status of the quote changes to Cancelled.
- Only the effective quotes with the Acceptedstatus are processed to a maintenance sales order. LN classifies a quote as effective when the current date falls between the effective date and the expiry date of the quote.
- To change the status of the quote from Printed, Accepted, Processed, orCanceled to Free, use the option from the Actions menu in the following sessions:
- Quotes (tsepp1100m000)
- Quote (tsepp1100m100)