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
- A maintenance order must exist and it must not be connected to any
service quotations.
- Customer information must be defined in the
Customer window in IFS/Enterprise if you want to enter a maintenance order connected
to a customer.
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
- Open the Maintenance Order window and query for the maintenance order.
- Right-click and click Create Service Quotation. The Create
Service Quotation dialog box is opened.
- 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.
- To connect to an existing service quotation, select the
Connect to
Existing Service Quotation? check box, then select Connect?.
- To create a new service quotation, enter values in the header fields.
- Click OK.