| # To create service order quotations Use this process to create service order quotations. If price agreements are required only once, service-order quotation are used instead of service-contract quotations. 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 service order first. How to create service order quotations Step 1. Define Service Order Quotations Use the Service Order Quotations (tssoc1100m000) 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. Step 2. Define the serialized item/activity lines Use the Service Order Quotation Configuration Lines (tsctm1110m400) session to maintain the item, serialized item, and reference activity covered by the service-order quotation. LN copies the reference activity's requirement lines, if defined, from the Service Planning & Concepts module to the service-order quotation's cost terms. Step 3. Define additional coverage term You can manually define additional coverage terms in: Service Order Quotation Traveling Terms (tsctm1130m400) Service Order Quotation Material Terms (tsctm1131m400) Service Order Quotation Labor Terms (tsctm1132m400) Service Order Quotation Other Terms (tsctm1136m400) Step 4. Define coverage phase Define the coverage phase in the Service Order Quotation Coverage Terms (tsctm1120m400) session for the cost terms. Step 5. Define surcharge/discount terms You can define the surcharges/discount terms in the Service Order Quotation Configuration Line Totals (tsctm1502m400) session. You can define surcharges/discounts for each service-order quotation, as well as for each coverage type, or both. Step 6. Print service-order quotation document Use the Print Service Order Quotation Documents (tssoc1400m000) session to print the service-order quotation documents after you enter all the coverage/cost terms, coverage phases, and surcharge/discount terms. Step 7. Accept service order quotation 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 Service Order Quotations (tssoc1100m000) session, and on the Specific menu, click Approval and, in the dialog box that appears, click accept. Step 8. Modify service order quotation 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 Service Order Quotations (tssoc1100m000) 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. Step 9. Reject service order quotation 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 Service Order Quotations (tssoc1100m000) session and, on the Specific menu, click Part Receipt Lines and in the dialog box that appears, click Reject. You can now move the service-order quotation to history. Related topics To calculate contract prices To process service-order quotations to service orders To move service-order quotations to history To define serialized items Installation group layout example |