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<ManualTopic ID="/baanerp/ts/onlinemanual/000094" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Contract quotations</Title>
		<Keyword><Level1>Contract management</Level1>
			<Level2>contract quotations</Level2>
		</Keyword>
		<Keyword><Level1>Contract quotations</Level1>
			<Level2>overview</Level2>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>This menu group is used to create and configure <Link href="/baanerp/ts/glossary/glossary#ContraQuotat.ts" role="glossary">service-contract quotations</Link>.</Paragraph>
		<Paragraph>The <GUIRef href="/baanerp/ts/clm" role="module">Call Management</GUIRef> module provides the functionality to register a request for a service-contract quotation (or a service contract).</Paragraph>
		<List><ListIntro>A service-contract quotation consists of:</ListIntro>
			<ListItem>The <Link href="/baanerp/ts/glossary/glossary#000138" role="glossary">service-contract quotation header</Link>, which contains, for example, information about the <Link href="/baanerp/tc/glossary/glossary#BusinePartne.tc" role="glossary">business partners</Link>, invoicing, and installments.</ListItem>
			<ListItem>The terms and conditions for the service-contract quotation, such as what is covered and the pricing.</ListItem>
			<ListItem>The <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">clusters</Link> and/or <Link href="/baanerp/ts/glossary/glossary#Objects.ts" role="glossary">serialized items</Link> that are covered by the service-contract quotation.</ListItem>
			<ListItem>Details of any <Link href="/baanerp/ts/glossary/glossary#MaintePlanni.ts" role="glossary">maintenance plans</Link> or <Link href="/baanerp/ts/glossary/glossary#MaintePredic.ts" role="glossary">maintenance predictions</Link> that belong to any of the selected clusters or models.</ListItem>
		</List>
		<Paragraph>You can use the type of terms and their specification to vary the conditions of the service-contract quotation in a flexible manner. As an example, the cost amounts and the sales amounts can be varied with the calculated result being displayed to the user.</Paragraph>
		<Paragraph>You can manually create a service-contract quotation, or copy one or more <Link href="/baanerp/ts/glossary/glossary#ContraTempla.ts" role="glossary">service-contract templates</Link> into the service-contract quotation.</Paragraph>
		<Paragraph>After you create a service-contract quotation, price simulations can be performed. For example, by varying such things as the pricing method, different final totals can be calculated and displayed. You can select the best one chosen that is within the required gross margin, or search permission to quote outside of this range.</Paragraph>
		<Paragraph>Once the details of a service contract quotation have been finalized, you can print the <Link href="/baanerp/ts/glossary/glossary#000140" role="glossary">service-contract quotation documents</Link> and send them to the business partner. At this point the details become fixed and changes to the service-contract quotation terms are prevented.</Paragraph>
		<Paragraph>The business partner reviews the service-contract quotation, and decides whether to accept, cancel, or modify the service-contract quotation.</Paragraph>
		<Paragraph>Modifications are made as required by the business partner.</Paragraph>
		<Paragraph>The accepted service-contract quotation can be processed to become an active service contract.</Paragraph>
		<Paragraph>The processed and canceled service-contract quotations can be posted to history and then deleted.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>The amount of information that is posted to history is controlled by settings in the <GUIRef href="/baanerp/ts/ctm/tsctm0100m000" role="session">Contract Management Parameters (tsctm0100m000)</GUIRef> session.</Paragraph>
		</Note>
		<Paragraph>You must specify an installment template for a service-contract quotation.</Paragraph>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/ts/onlinemanual/000117" role="manual">To create contract quotations</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/ts/onlinemanual/000118" role="manual">To use contract quotations</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
