Creating a quote from an existing service order

You can create a quote from an existing service order using the Create Quote option in the Service Orders (tssoc2100m000) or the Service Order (tssoc2100m100)).

Infor LN creates the quote based on the data specified for the service order. The quote lines and the quote cost lines are created based on the service order activities and the cost lines. Infor LN selects the Interrupted check box for the service order when a quote is created.

This check box is cleared when the related quote Status is set to:

  • Processed
  • Rejected
  • Canceled
If a quote is created for a service order in the estimated phase (the order Status is Free or Planned), and the quote cost lines data is modified in this phase, the application synchronizes the modified quote data with the actual cost line data.
Note: If the Interrupted for Quote check box is selected for a service order activity, you cannot create a quote for the service order using the header data.
You can also create a quote or a quote revision for a service order without interrupting the order. If you create a quote for a service order activity, the quote lines and quote cost lines are created based on the service order activity.
Note: You can create a quote for a service order activity only if:
  • The status of the service order activity is set to Free, Planned, or Released.
  • The Pricing Method of the related service order is set to Time and Material.
You can create a quote for a service order activity using the Create Quote option from the Actions menu in the Service Order Activity (tssoc2110m100) session. After the quote is created, the Interrupted for Quote check box is selected for this activity. You can continue to process other service order activities linked to the order as they are not interrupted due to the creation of the quote.
Note: 
  • You can also create a quote for a service order activity with the status, Completed if the cost lines linked to the activity are not costed.
  • If there is a processed quote linked to the activity, you can create a quote revision for the activity if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.

You can use the Service Order (tssoc2100m100) session to create a quote for multiple service order activities linked to a service order. To create a quote for multiple activities, you can select the required activities and use the Create Quote option from the Actions menu in the Service Order Activities (tssoc2110m000) session.

You can also process a quote line linked to a quote and link the line to an existing service order or create a new service order.