Quote (tsepp1100m100)

Use this session to view, maintain, or create the following:

  • Maintenance Sales Quotes
  • Quote Lines
  • Quote Cost Lines

Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse:

  • Related To:

    Starts the Graphical Browser Framework that displays the orders which originate from the current order.

  • Related From:

    Starts the Graphical Browser Framework that displays the orders that originate from the specific order.

Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:

  • View Details:

    Use this option to view the details of the related order.

  • Reverse Tree:

    Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode.

Field Information

Quote

The first free number for quote order.

Quote Status

The status of the maintenance sales quote. The possible values are as follows:

  • Free
  • Printed
  • Accepted
  • Processed
  • Canceled

Description

The description of the quote.

Search Argument

The search argument of the quote.

Revision

The revision number of the quote.

Note: 
  • This field is displayed only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.
  • This field is set to zero if the Use Revisions check box is cleared in the Service Quote Parameters (tsepp0100m000) session. If the Use Revisions check box is selected and a quote is created, the value in this field is set to 1. This value is increased by 1 for every subsequent revision.
Installation Group

The installation group linked to the Maintenance Sales Quote.

Note: 
  • This field is displayed only if the Installation Groups check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • If a serialized item is specified in the Item field, you must specify an installation group linked to the serialized item in the Serialized Items (tscfg2100m000) session. If a value is not specified in this field and the Item field is updated with a serialized item, LN defaults the Installation Group linked to the specified item in the Serialized Items (tscfg2100m000) session.
  • If a value is not specified in this field and the serialized item is modified, the installation group linked to the selected serialized item is defaulted in this field.
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quote lines.
Description

The description or name of the code.

Note: You cannot modify the value in this field if quote lines are available in the Quote Lines (tsepp1110m000) session.
Item

The code of the item linked to the Maintenance Sales Quote.

Note: 
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quote lines.
  • If the Items Service by Office is Mandatory check box is selected in the General Service Parameters (tsmdm0100m000) session, you can only select an item that is linked to the specified Service Office. The service items are linked to the service office in the Items - Service by Service Office (tsmdm2120m000) session.
Serial Number

The serial number of the serialized item linked to the Maintenance Sales Quote.

Note: 
  • This field is enabled only if the Item is serialized.
  • You can select a serial number from the Serialized Items (tscfg2100m000) session for which:
    • The status is set to Active, Working Condition or Defective.
    • A value is not specified in the Serial Number field.
  • The serial number must be linked to the specified Installation Group.
  • You cannot modify the value in this field if:
    • Quote lines are available in the Quote Lines (tsepp1110m000) session.
    • A quote request is created.
  • This value is defaulted on the quote lines.
Configuration Tree

The description or name of the code.

Note: This value is defaulted on the quote lines.
Origin

The price origin for the Sales Amount.

Allowed values

Other

The default value for all other situations such as prices from price book, item service data and so on.

Contract

If a contract term is found for the material line based on the pricing contract of the service order or activity.

Manual

The price origin is set to manual after the price or price unit is changed by the user.

Master Routing

The price origin is set to master routing, if the price is retrieved from the master routing and not from the pricing contract.

Routing Option

The price origin is set to routing option, if the price is retrieved from the routing option and not from the pricing contract.

Reference Activity

The price origin is set to reference activity, if the price is retrieved from the reference activity and not from the pricing contract.

Travel Rate Book

The price origin is set to travel rate book, if the price is retrieved from the travel rate book and not from the pricing contract.

Item Service Data

The price origin is set to Item Service Data, if the price is retrieved from the Item Service Data and not from the pricing contract.

Default Price Book

The price origin is set to Default Price Book, if the price is retrieved from the Default Price Book and not from the pricing contract.

Price Structure

The price origin is set to Price Structure, if the price is retrieved from the Price Structure and not from the pricing contract.

Not Applicable
Business Partner

The business partner to whom the estimate is provided for the service that must be performed on the specified item.

Description

The description of the business partner.

Sales Total

The estimated amount that the LN calculates to complete the service activity.

Currency

The currency code.

Description

The description of the currency code.

Proposal Method

The method that LN uses to calculate the invoice amount. The available options are as follows:

  • Fixed
  • Fixed Plus
  • Budget Indicator

Service Office

The service department that is responsible to complete the service activity on the specified item.

Payment Method

The payment method used for the quote.

Description

The description or name of the code.

Probability Percentage

A percentage associated with a quotation that represents the probability of the business partner accepting the quotation. Acceptance results in the conversion of the quotation into a service order. The default success percentage is zero.

Discounts from Price Books

Indicates if the Pricing discounts are used for quotes.

Note: The selection of this check box is defaulted from the Discounts from Price Books check box in the General Service Parameters (tsmdm0100m000) session.
Business Partner Prices and Discounts

The business partner used in Pricing to determine prices and discounts.

Note: This field is displayed only if the Use Default Business Partner Prices and Discounts check box is selected in the General Service Parameters (tsmdm0100m000) session.
Description

The description or name of the code.

Order Discount

The order discount percentage that is applied to the related order.

Note: 

This field is displayed only if the Use Order Discount check box is selected in these sessions:

  • Service Order Parameters (tssoc0100m000)
  • Maintenance Sales Control Parameters (tsmsc0100m000)
Copy Prices and Discounts to Order

If this check box is selected, the prices and discounts of the quote are defaulted to the order.

Note: 

This field is applicable only if:

  • The Use Coverage Calculation for Estimates check box is selected for the related service order or maintenance sales order.
  • The Discounts from Price Books check box is selected in the General Service Parameters (tsmdm0100m000) session.
Service Type

The service type of the order quote.

Description

The name or description of the service type.

Effective Date

The date and time from which the quote is effective.

Note: LN classifies a quote as effective when the current date falls between the effective date and the expiry date.
Expiry Date

The date and time after which the quote is not effective.

Note: LN classifies a quote as effective when the current date falls between the effective date and the expiry date.
Travel Planning Method

The method used for travel planning.

Allowed values

Order Based
Activity Based
Not Applicable
Note: 
  • This field is displayed only if:
    • The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
    • The Traveling Cost Method field is set to a value other than None in the General Service Parameters (tsmdm0100m000) session.
  • This field is enabled only if the Related Order Type is Field Service.
Service Area

The code of the service area where the item or the installation group is located.

Note: 
  • This field is displayed only if:
    • The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
    • The Traveling Cost Method field is set to a value other than None in the General Service Parameters (tsmdm0100m000) session.
  • This field is enabled only if the Related Order Type is Field Service.
Tax Country

The tax country of the business partner.

Exempt

If this check box is selected, tax is exempted for the cost line.

Exemption Certificate

The tax exemption certificate number.

Exemption Reason

The exempt reason code if the tax is exempted for the specified business partner or the company.

Tax Code

The tax code used for the tax calculation.

Delivery Terms

The code of the delivery terms. This value is retrieved from the Delivery Terms (tcmcs0141m000) session.

Point of Title Passage

The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session.

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