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.