Create Service Quotation from Maintenance Order

Explanation

This activity is used to either create a new service quotation for the maintenance order, or connect the maintenance order to an existing service quotation. When connecting to an existing service quotation, all service quotations in the New or Under Preparation status for that customer are displayed.

Prerequisites

System Effects

As a result of this activity, a service quotation connected to the maintenance order is created or the maintenance order is added to an existing quotation.

Window

Maintenance Order

Related Window Descriptions

Maintenance Order
Create Service Quotation

Procedure

  1. Open the Maintenance Order window and query for the maintenance order.
  2. Right-click and click Create Service Quotation. The Create Service Quotation dialog box is opened.
  3. Select a value in the Customer Type field. If a customer is specified on the Maintenance Order window, this customer is displayed in the Customer field and cannot be changed.
  1. Click OK.