This activity is used to create a service quotation for one or more lines on the business opportunity. You can do so by selecting the required line or lines on the Business Opportunity page and click Create Service Quotation. The Create Service Quotation dialog for updating information will be displayed.
A service quotation is created, using all available information on the business opportunity header and line. The status of the business opportunity is updated to In Progress.
The selected opportunity lines will generate new service quotations. If the opportunity lines belong to different sites, one service quotation for each site will be created. A reference to the originating opportunity will be stored on the quotation.
Note: No service quotation lines will be created, only a sales quotation header. The service quotation can then be connected to one or more orders that make up the scope that is to be quoted.