Prepare Work Task in Service Quotation
Explanation
This activity is used to prepare a work task connected to a service
quotation by adding resources, materials and other demands.
Prerequisites
- The service quotation must be in the Under Preparation status.
- A work order and a work task should be created or connected with all the
necessary information within the service quotation.
System Effects
As a result of this activity, a work task connected to the work order is
prepared by adding resources, materials and other demands..
Window
Service
Quotation
Related Window Descriptions
Service Quotation
Service Quotation/Work Orders and Tasks/Work
Tasks
Service Quotation/Work Orders and Tasks/Work
Task
Service Quotation/Work Orders and
Tasks/Work Task/Resources
Service Quotation/Work Orders and
Tasks/Work Task/Materials
Service Quotation/Work Orders and Tasks/Work
Task/Other Demands
Procedure
- Open the Service Quotation window and query for the
service quotation.
- On Work Orders and Tasks tab, expand the tree navigator
on the left pane and click on a work task.
- Specify a value in Work Type field if you need to change the
defaulted work type from the work order, use the List of Values to
enter a work type.
- Optionally, select a Location ID if you want to change the
defaulted value from the work order, using the List of Values.
- To change the Address, open up the Edit
Address dialog and if changes, the Location ID will be
removed.
- On the Resources tab create a new record, specify the Demand Type,
Resource Group and Planned Quantity. Use the
List of Values to select a suitable value for resource group.
- On the Materials tab create a new record, specify the Part No and
Quantity Required. Use the list of Values to select a
suitable value for part no.
- On the Other Demands tab create a new record, specify the
Cost Type and enter values for Cost and Planned Quantity.
- Enter a value in Sales Part or change the
automatically fetched if required, using the List of Values (F8) on all tabs
above.
Optionally, change values in Unit Sales
Price/curr, Discount% or Markup% in resource, material or
other demand lines.
- Save the information (F12).