Calculate Quotation Cost and Quoted Price

Explanation

This activity is used to calculate the total cost and price to be quoted for the quotation based on the work scope, defined agreements, emergent work and risks. This includes summarizing the resource hours and material quantities from all connected orders, translating these into sales parts and retrieving the sales prices for these, either from the defined customer agreements or the sales part base price from the site for which the order is defined. After adding the emergent work percentage and risk, the totals for the quotations are calculated, resulting in the total calculated price. Based on this total calculated price, you can adjust the price manually. The adjusted price becomes the price to quote. If there are changes made to the quoted scope after the last calculation was made, the Calculation Required check box is automatically selected and you should calculate the cost/price again.

Prerequisites

• The service quotation should be in the Under Preparation status.
• The service quotation should have one or more maintenance orders or work orders and work tasks connected to it.
• If the connected/created work order is not an Estimate, sales part no must have a value.

System Effects

As a result of this activity, the total cost and price to quote for the quotation is displayed along with the individual service lines in the Service Quotation/Quotation Totals tab.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Quotation Totals

Procedure

1. Open the Service Quotation window and query for the quotation.
2. Right-click on the header and click Calculate Total Cost and Quoted Price.
3. View the records displayed in the Service Quotation/Quotation Totals tab.
4. For work order service lines, add a Sales Part No and modify the Sales Part Desc to describe the quoted service.