Modify Content on Quotation
Explanation
This activity is used to add or remove maintenance orders, maintenance
events, work orders or work tasks and update the quotation based on changes in the content of service types
already connected to the quotation, add additional service types to an existing
quotation and remove service types that are already connected to the quotation.
The total cost of the quotation should be calculated after the modifications are
made.
Prerequisites
The quotation must be in the Under Preparation status.
System Effects
As a result of this activity, the service quotation scope is modified.
Window
Service
Quotation
Related Window Descriptions
Service Quotation
Connect Service to Service
Quotation
Service
Quotation/Maintenance Orders
Service Quotation/Work Orders and Tasks
Procedure
Open the Service Quotation window.
- To connect to a maintenance order/event, right-click and click Connect
Service to Service Quotation and connect the order/event.
- To disconnect a maintenance order, click the Maintenance Orders
tab, select the row in the upper table and click Disconnect.
- To disconnect a maintenance event, click the Maintenance Orders
tab, select the row in the lower table and click Disconnect.
- To modify the content of a maintenance order, click the
Maintenance Orders tab, select the row, click Maintenance Order,
modify the order and save the record.
- To connect a work order, right-click and click Connect
Service to Service Quotation and connect the work order.
- To modify the content of a work order, click on a work order node to
expand it on Work Orders and Tasks
tab, modify the work order and save the record.
- To modify the content of a work task, click on a work task node to
expand it on the Work Orders and Tasks tab, modify the work
task and save the record.