Create New Quotation Revision

Explanation

This activity is used to create a new revision of the quotation. A new revision can be created when you need to update the work scope of a service quotation that has already been released. A new quotation revision cannot be created from a service quotation that has been accepted or rejected (even partially).

Prerequisites

To perform this activity the service quotation must be in the Released status.

System Effects

• A new revision of the service quotation is created.
• The new revision will be created in the Under Preparation status.
• Connected work orders/work tasks to the old service quotation revision will be connected with the new service quotation revision.
• Reference of maintenance orders/events to the old service quotation revision will be removed and connected to the new service quotation revision.
• Work order Journal tab is updated.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Create New Revision

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. Right-click and click Create New Revision. The Create New Revision dialog box is opened.
3. Modify the automatically selected check boxes in Copy/Move Options section of Create New Revision dialog if necessary.
4. Optionally change any additional information and click OK.