Register Customer Response

This document explains how you register the customer's response to a quotation.

Outcome

The quotation is rejected, partially approved or fully approved. If the quotation was linked to a work request, this might be released to production, depending on how the response was registered.

Information about the quotation is stored in the following tables:

  • Customer order transactions (ACUOLD)
  • MCO quotation header (ACUOQH).

The following activities may be the result of the customer's response:

  • If the quotation is rejected, the work request should be removed and the MCO line should be set to status 90. It is also possible to generate a new quotation with revised job content.
  • If the customer partially accepted the first quotation, a new quotation can be generated. The job content can be revised to suit the customer's demands.
  • If the quotation is fully accepted by the customer, the work request can be released or work can be restarted on an existing work order that has been locked. In this case, the service price method on the MCO line should also be set to 'Fixed price total', if this has not already been done.

Before you start

A quotation must exist in 'Maint Quotation. Open Information' (COS115). The quotation should have status 20=Definite.

Follow These Steps

  1. Start 'Maint Quotation. Open Information' (COS115/B).

    You reach this panel by selecting option 'Quotation' in 'Maintenance Customer Orders. Open Line' (COS101).

  2. Highlight the quotation and select the appropriate option to register the customer's response.

    The valid options are:

    • Reject the quotation with option Rejected. This will set the status to 30. Any work request or held work order with quotations will be set to status Q4. Action message Q4 will be generated for any work order with quotation that is not held. This indicates that the quotation was rejected by the customer.
    • Partly accept the quotation with option 'Partly accepted'. This will set the quotation status to 40. Any work request or held work order linked to the quotation will get status Q5. Action message Q5 will be generated for any work order linked to the quotation that is not held. This is an indication that some of the suggested work was rejected.
    • Fully accept the quotation by using the option Accepted. This will set the quotation status to 50. Any work request in (MOS170) will receive status Q6. Any held work order with quotation records will be set to status 50, which indicates that work can start again.
    • Fully accept the quotation and release any work request or work order with option 'Accept/Release Work Request'. This will set the quotation status to 50. Also, any work request linked to the quotation will be released to (MOS100). Any work order with quotation records will be set to status 50, which indicates that work can start again.
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