Data setup for Quotes
To use the quotes functionality for Maintenance Sales Orders and Service Orders, you must set up this data in the Service Quote Parameters (tsepp0100m000) session:
- Quote Duration: The number of days for which the quote is effective. Infor LN uses this value to calculate the expiry date of the quote.
- Proposal Method: The method used to calculate the invoice amount.
- Use Revisions: Indicates if the Revisions functionality must be used for quotes.
- Use Alternatives: Indicates if the Alternatives functionality must be used for quotes.
- Use Quote Requests: Indicates if quote requests can be created for Maintenance Sales Orders and Service Orders.
- Number Group: The number group to create the quotes or quote requests for Maintenance Sales Orders and Service Orders.
- Step Size: The step size for quote lines and quote cost lines.
To use the quotes functionality for Contracts you must set up this data in the Contract Management Parameters (tsctm0100m000) session:
- Number Group: The number group for the contract quote.
- Step Size for Quote Term Number: The step size for the quote term numbers.
- Step Size for Quote Configuration Line: The step size for the quote configuration lines.
- Effectivity Period: The number of days for which the quote is effective. Infor LN uses this value to calculate the expiry date of the quote.
- Number of Copies: The number of extra quote copies printed in the Print Contract Quote Documents (tsctm2400m000) session.
- History: The contract quote data that is stored when a quote is moved to history. The information is stored when you run the Move Service Contract Quotes to History (tsctm2280m000) session.