The service quotation functionality is structured in a similar way to the service order handling. It is possible to have a quotation for multiple jobs on the same quotation. It is also possible to assign a service kit to the quotation job. Quotation lines are created from the assigned kit.
When a service quotation is copied to be a service order, it is possible to select which quotation jobs, and which lines within a job are included in the service order (this function is common to all copy process in DC1 Service). Service order lines that are created from the quotation lines are considered as fixed price lines.
Note: A manually entered service order is entered or copied with a sales order type marked as service type in the Sales order type table. The quotation handling for service orders is the same as the handling of sales order quotations. A service order quotation is defined with quotation type 3.
Enquiries and printouts
- Service order enquiry
- Sales quotation enquiry
- Service order confirmation
- Printed sales quotation