Accept Service Quotation
Explanation
This activity is used to accept an entire service quotation. If necessary,
an acceptance note can be entered and an order acknowledgement letter can be
printed while accepting the quotation. Only the Acceptance/Rejection Reason
and Internal Notes fields can be updated while the quotation is in the
Accepted status. If the customer category is Prospect and the
quotation is to be accepted, the customer category has to be changed on the
Customer from prior to
accepting the quotation.
Prerequisites
- The quotation must be in the Released status.
- The category of the customer on the quotation must be of type Customer.
System Effects
- The service quotation is set to the Accepted status.
- Work orders/work tasks will be created and connected to the quotation
and quotation will be updated with changes, if any.
- Service contract will be created based on the quotation and quotation
will be updated with changes, if any.
- An acceptance letter can be printed.
- Work order Journal page is updated.