The Quote entry screen has the majority of the same fields as a Service Workorder so that the relevant data can be copied to a new service workorder without having to retype it back in when you generate a service workorder from a quote.
See also:
Service Workorder entry screen
How do I generate a service workorder from a quote?
The following are the fields from the quote header part of the quote entry screen that are different from that in a service workorder.
Prepared By User - Select the schedulable user that this quote was prepared by for reporting and grid filtering purposes
Introductory text - This may be text for your self or for the client, depending on if you display in the quote report given to the client.
Requested - This is a date selection field from which you can identify the date that this quote was requested for by the client.
Submitted - This is a date selection field from which you can identify the date that this quote was submitted to the client.
Approved - This is a date selection field from which you can identify the date that this quote was approved by the client.
Valid Until - This is a date selection field from which you can identify the date that this quote is valid till.
Status - Selection here identifies for grid filtering purposes to identify status of the quote.
Parts selected in a Quote
Do note that as parts entered in a quote do not affect inventory, when a quote is converted to a service workorder, that the quantity of parts in a quote are not entered in the Quantity column within the Parts subgrid in a service workorder.
Part quantity via a quote are instead entered in a column within the parts subgrid in a service workorder only as a reminder of the amount that should be used as per the quote.
AyaNova can not pre-enter this quantity in a service workorder as user intervention may be required because:
| • | a part may or may not have a serial number |
| • | the quantity may or may not be in stock |
In the screenshot above, this service workorder was created by a quote. The quantity quoted is indicated in the Parts sub-screen’s Quantity Quoted column, but the Quantity has not yet been entered by the user.
Follow Ups made in Quote not transferable to Service Workorder created from the Quote
Note that a Follow Up in a Quote is for that quote itself. If you create a service workorder from the quote, the Follow Up is NOT transferred to the new service workorder.