Create Service Quotation from Work Order

Explanation

This activity is used to create a new service quotation for the work order

Prerequisites

• A work order of any connection type except VIM must exist connected to the same customer as the service quotation
• The work order status is not Cancelled or Finished.
• Customer information must be defined in the Customer window in IFS/Enterprise if you want to enter a work order connected to a customer.

System Effects

As a result of this activity, the work order is connected a to service quotation with all the work tasks belong to the same customer as the service quotation..

Window

Prepare Work Order

Related Window Descriptions

Create Service Quotation

Procedure

1. Open the Prepare Work Order window and query for the work order.
2. Right-click on the header and click Create Service Quotation. The Create Service Quotation dialog box is opened.
3. Enter Quotation Desc and select a value in the Customer field if the work order is not connected to a customer.
4. Enter dates in Request Receipt Date, Price Effective Date.
5. Click OK.