| # Service Order Quotations (tssoc1100m000) Use this session to list and maintain service-order quotations. You can also use this session to view the GST related tax details. Infor LN defaults this data only if the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, else, the excise/VAT details are defaulted. Note If a service order is processed from a service-order quotation, the service-order quotation cannot be closed until the service order is closed. Only when related Service Orders are closed, the Service Order Quotation can be posted to History or deleted. Order Quotation The number used to identify the service order quotation. When creating a new service order quotation in the details session, you select a series to assign the quotation to, and LN generates a number for the quotation. Related topics To use number groups and series Introduction to GST Master data set-up Impact of GST on Service processes Order Quotation Status The quotation's current status. This field can have the following values: Service Order Quotation Status Description The name or description of the service order quotation. Search Argument The quotation's search key. Related topics Using search keys Quotation Date The date from which the quotation is valid. Expiry Date Depending on its context, an expiry date can be: The last day on which a contract quotation is valid. The default expiry date for a quotation is the quotation date + effectivity period of quotations [days], as set in the Service Order Parameters (tssoc0100m000) session; The last day on which a service contract is active. After this date it becomes expired; The last day on which you can use a template for quotations or contracts. Note that the expiry date often includes the expiry time. Quotation Text Text (additional) Installation Group The installation group for which the quotation is created. Description The name or description of the Installation group. ASV Origin The option or method that indicates the origin of the assessable value used to calculate the GST. Allowed values ASV Origin Assessable Value The assessable value, in the inventory unit. Sold-To Business Partner The sold-to business partner for whom the quotation is created. Note This must be the same business partner who owns the quotation's installation group. Description The name of the business partner for whom the quotation is created. Address The business partner's address code. Contact The contact of the sold-to business partner. Default value The contact specified for the business partner in the Sold-to Business Partners (tccom4510m000) session. First Reference Any additional reference information about the business partner that you wish to include with this quotation. Note This information is included in the quotation's print-out. Second Reference Any additional reference information about the business partner that you wish to include with this quotation. Note This information is included in the quotation's print-out. Service Office The department that gives the quotation. Default value The (service) department of the employee, recognized by their login code, who enters the quotation in LN. The service department is linked to the employee's login code in the Employees - General (tccom0101m000) session. Note If this field is filled and the Sold-to BP field is also filled, defaults of invoice-to and pay-by BPs are obtained. Sales Representative The employee responsible for the service order quotation. Note The sales representative must belong to the same department entered in the Service Office field. Description The name of the sales representative. Line of Business You can use this field to classify the customer's type of business into one of the user-defined categories listed in the Lines of Business (tcmcs0131m000) session. Description The name or description of the category used to classify the customer's line of business. Sales Price List The sales price list of the business partner. Default value The price list selected for the quotation's business partner, in the Sold-to Business Partners (tccom4510m000) session. Sales Price List The name or description of the price list. Success Percentage The estimated chance, expressed as a percentage, that the quotation will be accepted by the customer and will result in a service order. Default value: zero (0) Success/Failure The reason for the success or failure of the quotation. Selected from reasons listed in the Reasons (tcmcs0105m000) session. Note You can only select reasons that have the Success/Failure Reason or Rejection of Quotation reason type. Description The description or name of the reason for success or failure. Header Text If this check box is selected, additional text relating to the header data has been created. Related topics Using texts Footer Text If this check box is selected, additional text related to the footer data has been added. Related topics Using texts Pricing Method The method used to determine the quotation price. The Pricing method is always Budgeted Service Cost. Calc. Sales Amount The calculated sales amount. Sales Amount The sales amount associated with the service quotation. Cost Amount The cost amount associated with the service quotation expressed in your company's currency. Cost Amount The currency in which the cost amount is calculated. Gross Margin The gross margin of either profit or loss. Business Partner If you generate a service order from the service order quotation, this is the code of the business partner who will be invoiced for the service order's costs. Note This field must be filled in when processing the quotation to a service order. Description The name of the business partner who is invoiced for the costs of any service order generated from this service order quotation. Address The address code of the invoice-to business partner. Contact The contact of the invoice-to business partner. Default value The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session. Payment Terms The payment terms for the costs of a service order generated from this quotation. Description The description of the payment terms. Late Payment Surch. The late payment surcharge for a service order generated from this quotation. Description The description of the late payment surcharge. Invoice Text If this check box is selected, a text related to invoicing has been created. Calc. Sales Amount The currency in which the quotation's amounts are expressed. Note The default value is the currency of the quotation's invoice-to business partner. Exchange Rate Type A way of grouping currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions(purchase, sales and so on). Description The description of the exchange rate type. Rate/Rate Factor The defined currency rate. Rate Determiner The method used to fix the currency rates for a service order quotation's costs, when they are expressed in a currency that differs from your company's home currency. Tax Country The country in which you must pay/report the value-added tax (VAT). The tax country can be different from the country where services or goods are delivered. Default value If the tax code is taken from the location address, the country of the location address. Otherwise, the country of the sold-to BP address. Related topics Service tax rules, tax code, and tax country Description The name of the country. Tax Code The tax code for the tax country. How LN determines the default tax code: If the Destination Sales Tax is applicable, the tax rules will be consulted based on: Sold-to business partner. Location address. If no tax code is found, the tax rules will be consulted again based on: Sold-to business partner. Sold-to-address. If no tax code is found or if the Destination Sales Tax is not applicable, the tax code as specified for the related service department will be used. Note Only tax codes listed in the Tax Codes by Country (tcmcs0536m000) session for the country you selected in the Country field are allowed. If the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, Infor LN defaults the tax code applicable for the address at which the goods are delivered. The tax code must be an aggregate tax code. Related topics Service tax rules, tax code, and tax country Registration Number Sequence(Own) The sequence number of the tax registration number defined for the financial company. Note Infor LN defaults the GSTIN of the purchasing organization based on the location(state) of the receiving address. Registration Number The tax registration number of the financial company. Business Partner Tax Country The country in which the business partner has the tax ID Description The description or name of the code. Registration Number Sequence(BP) The sequence number of the tax registration number defined for the business partner. Note Infor LN defaults the GSTIN of the supplier based on the location(state) of the ship from address. Registration Number The tax registration number of the business partner. Exempt Certificate The tax exemption certificate number. Exempt Reason The reason why the sold-to-business partner or your company is exempt from sales tax. You can link a text to the reason code for a purchase tax exemption for a tax code and country combination in the Tax Exemptions for Purchase (tcmcs1560m000) session. Infor LN prints the text on orders and invoices. You can link several tax exempt reasons, each with unique texts, to a single tax code by country combination. If you use a tax provider, you must define tax exemption reasons. Infor LN prints the exempt reasons on the sales invoices. Business Partner The pay-by business partner who meets the costs of a service order generated from this quotation. Description The name of the business partner. Address The address code of the pay-by business partner. Contact The contact of the pay-by business partner. Default value The contact specified for the business partner in the Pay-by Business Partners (tccom4514m000) session. Service Department The service department that carries out the service order generated from this service order quotation. Description The name of the service department. Labor Rate The labor rate of the activities planned in the service order quotation. Service Order The service order number that was processed from this service order quotation. Duration The expected duration of the service order quotation's planned activities. Enter a duration equal to or greater than the longest reference activity that you specify on the service-order quotation's configuration lines. Note After you specify the reference activities, click Recalculate Activity Duration to update the estimated value you entered with the total duration of all specified reference activities. If the expected duration is shorter than the longest reference activity that you specify, you will not be able to print the service-order quotation to an external document, and hence not update its status from Free to Printed. Duration The unit used to express the duration. Overtime If this check box is selected, and the quotation is processed to a service order, it is permissible for the service order activities to be carried out during overtime hours. If this check box is cleared, and the quotation is processed to a service order, the service order activities cannot be carried out during overtime hours. Start Time The planned start time of the service order quotation's activities. Note This field must be filled. The Start Time cannot be before the Quotation Date. The current date is the default value. Finish Time The planned finish time of the service order quotation's activities. Note This field must be filled. The current date is the default value default. Appointment If this check box is selected, an appointment has been fixed. Business Partner The ship-to business partner that receives goods required by a service order (generated from the quotation). Description The name of the ship-to business partner. Address The address code of the ship-to business partner. Contact The contact of the ship-to business partner. The default value is the contact specified for the business partner in the Ship-to Business Partner (tccom4111s000) session (zoomed to via the Ship-to Business Partners by Sold-to Business Partner (tccom4117m000) session). Delivery Terms The delivery terms as retrieved from the Delivery Terms (tcmcs0141m000) session. Delivery terms is used as an informative field that can be sent to the Warehousing Package for the Shipment / Receipt related agreements made between Supplier and Customer. This field is enabled for all the service orders with the status Free. Description The description or name of the code. Point of Title Passage The point of title passage as retrieved from the Points of Title Passage (tcmcs0142m000) session. Point of Title Passage signifies the point of location at which the transition of responsibility of a consignment changes from the Supplier to the Customer. In Service it is the service company and the customer. This field is enabled for all the service orders with the status Free. Description The description or name of the code. Call If the service order quotation is prompted by a call logged in the Calls (tsclm1500m000) session, the call's identification number is given in this field. Description The call's description. Problem The (code of the) call's expected problem. Description A brief description of the problem. Solution The (code of the) expected solution to the call's problem. Description A brief description of the solution. Configuration Lines Use this option to view or maintain the associated configuration lines. Coverage Terms Use this option to view or maintain the associated coverage terms. This option is enabled once the Configuration Line is entered. Totals Use this option to view the total costs for each cost type. Process to Service Order... Use this option to process the Service Order quotation to a Service Order. Determine Start Calculates the execution start date based on the execution end date. An appropriate calculation can only be performed if you have defined the activity duration and the availability by calendar. Determine Finish Calculates the execution finish date based on the execution start date. An appropriate calculation can only be performed if you have defined the activity duration and the availability by calendar. Recalculate Activity Duration Sums up the Reference Activity duration mentioned in the Configuration Lines and updates the Duration field on the Service Order Quotation header. Print Service Order Quotation Documents Prints the service order quotation documents. Print Service Order Quotations Prints the service order quotation. |