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, the service quotations in the table are displayed according to the customer type. If the customer type is Prospect, all service quotations in the New or Under Preparation status with that customer type are displayed. If the customer type is Normal, and a customer is specified, all existing 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

1. Open the Maintenance Order window and query for the maintenance order.
2. Right-click and click Create Service Quotation. The Create Service Quotation dialog box is opened.
3. Select a value in the Customer Type field.

• 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.

4. Click OK.