Quote revisions

If the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session and you reopen a quote, the application creates a new revision of the quote. If this check box is cleared, the application reopens the existing quote.

The application creates a new revision when a quote is reopened with status set to Printed, Negotiating, Canceled, Rejected, Lost or Accepted.

Whenever a quote is reopened, a new quote revision is created if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session. You can view the revisions related to the quote using View > Show All Revisions in the Quotes (tsepp1100m000) session.

When a new revision is created for a quote:

  • LN copies all the quote lines and the cost lines of the existing revision to the new revision of the quote.
  • The status of the new revision quote is set to Free.
  • The status of the existing quote lines is not modified on copying to the new revision.
  • The status of the new quote lines is set to Free.
Note: If the Use Revisions check box is selected, the first revision is set to 1. Else, the revision is set to 0.

Processing a new Quote revision

The processing of a revision (of a quote) is similar to the existing quote processing functionality. For quote lines with status other than Accepted, the quote revision is updated for the related objects such as:

  • Maintenance Sales Order
  • Part Maintenance Lines
  • Maintenance Sales Coverage Lines
  • Estimated Coverage Lines (only for status Free and Planned)
  • Work Order(s)
  • Work Order Activities
  • Work Order Resource lines for material, labor and other costs