Create Service Quotation

Explanation

This activity is used to create a service quotation. A service in this context can be the repair or overhaul of an aircraft, engine or component, it can be a service management activity, or any other type of work that an organization can take on on behalf of a customer. A service quotation is built in two levels: a quotation header and quotation lines.

Prerequisites

To create a service quotation, customer information must be defined in the Customer window in IFS/Enterprise.

System Effects

As a result of this activity, a service quotation is created. The service quotation will receive the New status and can be changed to the Under Preparation status. 

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/General

Procedure

  1. Open the Service Quotation window.
  2. Create a new record (F5).
  3. Enter a description in the Quotation Desc field.
  4. Enter a value in the Customer field. Use the List of Values to select a suitable value.
  5. If the customer category is Prospect, enter a value in the Currency Code field. Use the List of Values to select a suitable value.
  6. Enter a value in the Customer Reference filed which will be used as the customer's reference.
  7. On the General tab, enter suitable dates in the Request Receipt Date and Price Effective Date fields. The price effective date will be used to determine prices from customer agreements.
  8. Enter Coordinator and optionally, enter values in the other fields.
  9. Save the record (F12).
  10. Right click, point to Status and then click Under Preparation.