Partially Accept Service Quotation

Explanation

This activity is used to accept parts of the scope quoted in a service quotation. The maintenance orders and tasks that should be rejected can be selected using this activity.

Prerequisites

To perform this activity, the service quotation must be in the Released status.

System Effects

• The service quotation is set to the Accepted status.
• Tasks that are rejected will be cancelled from the maintenance order.
• Rejected scope will be visible in the Service Quotation/Rejected Scope tab.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Record Partial Quotation Acceptance

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. Right-click and click Partially Accept Service Quotation. The Record Partial Quotation Acceptance assistant is opened.
3. Optionally, enter a note in the Acceptance/Rejection Note field and click Next.
4. Select the Reject Task check box for the orders and tasks that you want to reject, and click Next.
5. Optionally, modify the value in the Rejection Reason ID field.
6. Optionally, click the Print Acknowledgement Letter check box.
7. Click Finish.