How to: Create Service Quotes
You can use the Service Quote window to create documents where you enter information about a service, such as repairs and maintenance, on service items by customer request. You can use a service quote as a preliminary draft for a service order, and then convert the quote to a service order.
To create a service quote
In the Search box, enter Service Quotes, and then choose the related link.
Create a new service quote.
In the No. field, enter a number for the service quote.
Alternatively, if you have set up a number series for service quotes in the Service Mgt. Setup window, you can press Enter to select the next available service quote number.
In the Customer No. field, select the relevant customer from the list.
The customer fields are filled in automatically with information from the Customer card.
If a Customer card does not exist for the customer, and you have set up a customer template, you can create the customer within the service quote. Fill in the relevant fields and, on the Actions tab, in the Create group, choose Create Customer.
Depending on the settings on the Mandatory Fields FastTab in the Service Mgt. Setup window, you may need to fill in the Service Order Type field on the General FastTab and the Salesperson Code field on the Invoicing FastTab.
Fill in the service item lines.
Register estimated costs on the service lines.
See Also
Tasks
How to: Register Service Item Lines
How to: Create Customers within Service Orders
How to: Register Service Order Comments
How to: Allocate Resources by Using Resource Availability
How to: Convert Service Quotes to Service Orders
How to: Create Service Orders