Creating service order quotes

If price agreements are required only once, service-order quotes are used instead of service-contract quotes. You can easily amend the service-order quote to optimize the agreements with the customer, which is the advantage of creating a quote first rather than creating a service order. To create a service order quote:

Define Service Order Quotes using the Service Order Quotes (tssoc1100m000) session.
Define the serialized item/activity lines using the Service Order Quote Configuration Lines (tsctm1110m400) session.
You can maintain the item, serialized item, and reference activity covered by the service-order quote. Infor LN copies the reference activity's requirement lines, if defined, from Service Planning & Concepts data to the service-order quote's cost terms.
Define the additional coverage terms in:
- Service Order Quote Traveling Terms (tsctm1130m400)
- Service Order Quote Material Terms (tsctm1131m400)
- Service Order Quote Labor Terms (tsctm1132m400)
- Service Order Quote Other Terms (tsctm1136m400)
Define the coverage phase in the Service Order Quote Coverage Terms (tsctm1120m400) session for the cost terms.
Define the surcharges/discount terms in the Service Order Quote Configuration Line Totals (tsctm1502m400) session. You can define surcharges/discounts for each service-order quote, as well as for each coverage type, or both.
Print the service-order quote documents after you specify all the coverage/cost terms, coverage phases, and surcharge/discount terms using the Print Service Order Quote Documents (tssoc1400m000) session.
Update the quote status to Accepted if the sold-to business partner has accepted the service order quote.
Approve the service order quote using the Service Order Quotes (tssoc1100m000) option from the appropriate menu in the Service Order Quotes (tssoc1100m000) session. A new window is displayed, wherein you must click Accept.
Note:
- To modify the service order quote if the sold-to business partner requests changes to the service-order quote:
  1. Access the Service Order Quotes (tssoc1100m000) session and set the Quote status to Free.
  2. Click Make Correction on the appropriate menu.
  3. Click Modify in the window that is displayed.
  4. Repeat the process from step 3.
- If the sold-to business partner rejects the service-order quote, you must update the quote status to Canceled. To reject the service order quote, access the Service Order Quotes (tssoc1100m000) session and, on the appropriate menu, click Part Receipt Lines and in the dialog box that appears, click Reject. You can now move the service-order quote to history.