Accept Service Quotation

Explanation

This activity is used to accept an entire service quotation. If necessary, an acceptance note can be entered and an order acknowledgement letter can be printed while accepting the quotation. Only the Acceptance/Rejection Reason and Internal Notes fields can be updated while the quotation is in the Accepted status. If the customer category is Prospect and the quotation is to be accepted, the customer category has to be changed on the Customer from prior to accepting the quotation.

Prerequisites

• The quotation must be in the Released status.
• The category of the customer on the quotation must be of type Customer.

System Effects

• The service quotation is set to the Accepted status.
• Work orders/work tasks will be created and connected to the quotation and quotation will be updated with changes, if any.
• Service contract will be created based on the quotation and quotation will be updated with changes, if any.
• An acceptance letter can be printed.
• Work order Journal tab is updated.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Accept Service Quotation

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. Right-click, point to Status and click Accept.