Partially Accept Service Quotation
Explanation
This activity is used to accept parts of the scope quoted in a service quotation.
The maintenance orders/events, work orders and service contract that should
be rejected can be selected using this activity. If the customer category is
Prospect and the quotation is to be accepted partially, the customer
category has to be changed on the
Customer from prior to
accepting the quotation.
Prerequisites
- The service 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.
- Maintenance events that are rejected will be canceled from the maintenance
order.
- Rejected work orders/work tasks connected as a service will be disconnected
from the service quotation.
- Rejected option is enabled for work orders/work tasks
and service contract created on the service quotation if rejected.
- Rejected scope will be visible in the Service Quotation/Rejected
Scope tab.
- Work order Journal tab is updated.