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<ManualTopic ID="/baanerp/ts/onlinemanual/000002" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To create service order quotations</Title>
		<Keyword><Level1>Service order quotations</Level1>
			<Level2>create</Level2>
		</Keyword>
		<Keyword><Level1>Quotation</Level1>
			<Level2>service order, create</Level2>
		</Keyword>
	</Header>
	<AimSection><Paragraph>Use this process to create service order quotations.</Paragraph>
	</AimSection>
	<GeneralSection><Paragraph>If price agreements are required only once, <Link href="/baanerp/ts/glossary/glossary#ServOrderQuo.ts" role="glossary">service-order quotation</Link> are used instead of <Link href="/baanerp/ts/glossary/glossary#ContraQuotat.ts" role="glossary">service-contract quotations</Link>. You can easily amend the service-order quotation to optimize the agreements with the customer, which is the advantage of first creating a service-order quotation rather than creating a <Link href="/baanerp/ts/glossary/glossary#ServicOrder.ts" role="glossary">service order</Link> first.</Paragraph>
		<ProcedureSection><SectionTitle>How to create service order quotations</SectionTitle>
			<Steps><Step><StepTitle>Define Service Order Quotations</StepTitle>
					<Paragraph>Use the <GUIRef href="/baanerp/ts/soc/tssoc1100m000" role="session">Service Order Quotations (tssoc1100m000)</GUIRef> session to create and maintain service order quotations. You can easily amend the service-order quotation to optimize the agreements with the customer. This functionality has the advantage of first creating a service order quotation instead of first creating a service order.</Paragraph>
				</Step>
				<Step><StepTitle>Define the serialized item/activity lines</StepTitle>
					<Paragraph>Use the <GUIRef href="/baanerp/ts/ctm/tsctm1110m400" role="session">Service Order Quotation Configuration Lines (tsctm1110m400)</GUIRef> session to maintain the <Link href="/baanerp/ts/glossary/glossary#000075" role="glossary">item</Link>, <Link href="/baanerp/ts/glossary/glossary#Objects.ts" role="glossary">serialized item</Link>, and <Link href="/baanerp/ts/glossary/glossary#000405" role="glossary">reference activity</Link> covered by the service-order quotation. SSA ERP copies the reference activity's <Link href="/baanerp/ts/glossary/glossary#000033" role="glossary">requirement lines</Link>, if defined, from the <GUIRef href="/baanerp/ts/spc" role="module">Service Planning &amp; Concepts</GUIRef> module to the service-order quotation's <Link href="/baanerp/ts/glossary/glossary#000056" role="glossary">cost terms</Link>.</Paragraph>
				</Step>
				<Step><StepTitle>Define additional coverage term</StepTitle>
					<Paragraph>You can manually define additional coverage terms in:</Paragraph>
					<List><ListItem><GUIRef href="/baanerp/ts/ctm/tsctm1130m400" role="session">Service Order Quotation Traveling Terms (tsctm1130m400)</GUIRef>
						</ListItem>
						<ListItem><GUIRef href="/baanerp/ts/ctm/tsctm1131m400" role="session">Service Order Quotation Material Terms (tsctm1131m400)</GUIRef>
						</ListItem>
						<ListItem><GUIRef href="/baanerp/ts/ctm/tsctm1132m400" role="session">Service Order Quotation Labor Terms (tsctm1132m400)</GUIRef>
						</ListItem>
						<ListItem><GUIRef href="/baanerp/ts/ctm/tsctm1136m400" role="session">Service Order Quotation Other Terms (tsctm1136m400)</GUIRef>
						</ListItem>
					</List>
				</Step>
				<Step><StepTitle>Define coverage phase</StepTitle>
					<Paragraph>Define the <Link href="/baanerp/ts/glossary/glossary#CoveraPhases.ts" role="glossary">coverage phase</Link> in the <GUIRef href="/baanerp/ts/ctm/tsctm1120m400" role="session">Service Order Quotation Coverage Terms (tsctm1120m400)</GUIRef> session for the cost terms.</Paragraph>
				</Step>
				<Step><StepTitle>Define surcharge/discount terms</StepTitle>
					<Paragraph>You can define the <Link href="/baanerp/ts/glossary/glossary#000055" role="glossary">surcharges/discount terms</Link> in the <GUIRef href="/baanerp/ts/ctm/tsctm1502m400" role="session">Service Order Quotation Configuration Line Totals (tsctm1502m400)</GUIRef> session. You can define surcharges/discounts for each service-order quotation, as well as for each coverage type, or both.</Paragraph>
				</Step>
				<Step><StepTitle>Print service-order quotation document</StepTitle>
					<Paragraph>Use the <GUIRef href="/baanerp/ts/soc/tssoc1400m000" role="session">Print Service Order Quotation Documents (tssoc1400m000)</GUIRef> session to print the service-order quotation documents after you enter all the coverage/cost terms, coverage phases, and surcharge/discount terms.</Paragraph>
				</Step>
				<Step><StepTitle>Accept service order quotation</StepTitle>
					<Paragraph>If the sold-to business partner has accepted the service order quotation, you can change the status to Accepted. To accept the service order quotation, open the <GUIRef href="/baanerp/ts/soc/tssoc1100m000" role="session">Service Order Quotations (tssoc1100m000)</GUIRef> session, and on the Specific menu, click Approval and, in the dialog box that appears, click <GUIRef href="/baanerp/ts/soc/tssoc2105m009#accept.order" role="form command">Accept</GUIRef>.</Paragraph>
				</Step>
				<Step><StepTitle>Modify service order quotation</StepTitle>
					<Paragraph>If the sold-to business partner wants to have some changes to the service-order quotation, to modify the quotation, you can change the service order quotation status to Free. To modify the service order quotation, start the <GUIRef href="/baanerp/ts/soc/tssoc1100m000" role="session">Service Order Quotations (tssoc1100m000)</GUIRef> session and, on the Specific menu, click Correction and in the dialog box that opens, click Modify. You can now continue from Step 3 to amend the service-order quotation contents.</Paragraph>
				</Step>
				<Step><StepTitle>Reject service order quotation</StepTitle>
					<Paragraph>If the sold-to business partner rejects the service-order quotation, you can change the service order quotation status to Canceled to reject the quotation. To reject the service order quotation, start the <GUIRef href="/baanerp/ts/soc/tssoc1100m000" role="session">Service Order Quotations (tssoc1100m000)</GUIRef> session and, on the Specific menu, click <GUIRef href="/baanerp/ts/soc/tssoc1100m000#exec.user.6" role="form command">Approval</GUIRef> and in the dialog box that appears, click <GUIRef href="/baanerp/ts/soc/tssoc2105m009#accept.order" role="form command">Reject</GUIRef>. You can now move the service-order quotation to history.</Paragraph>
				</Step>
			</Steps>
		</ProcedureSection>
	</GeneralSection>
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