Calculating Quotation Cost and Price—Exercises
Main Exercise
Purpose: The purpose of this lesson is to understand the
calculation process for a service quotation.
Windows:
Service Quotation
Maintenance Order
Sales
Price List
Customer
Customer Agreement
- Open the Service Quotation
window and query for the service quotation you created in the Creating
Service Quotation from Maintenance Order exercise.
- Click the Maintenance Orders tab, and ensure
the quotation has the maintenance order you have registered still connected
and that the maintenance order/tasks have the Planned in Scope
status.
- Right-click on the header and click Calculate Total Cost and Quoted
Price.
- Click the Quotation Totals tab. You should now see three
lines for the maintenance tasks, but with all amounts zero. This is because
there are no operations retrieved to the tasks on the maintenance order yet.
- Enter an amount for each of the tasks in the Price To Quote In Cust. Curr
field. Note that the base currency amount in Price
To Quote is automatically calculated.
- Click Save.
- Note that the Manually Adjusted check box has been selected. It will
remain this way until the next recalculation.
- In the General tab, enter a note in External Notes
about what this quotation is about. This note will appear on the quotation
letter.
- In the same tab, use the List of Values to enter a value in the Salesman field. This
will also be displayed on the quotation letter. The salesman is the one
financially responsible for the quotation and there is a space allocated for
the signature of the salesman on the quotation letter.
- In the same tab, enter a date in the Answer By Date field. This is the
latest date by which the customer is expected to answer.
- In the same tab, enter a date in Quotation Exp Date field. This
is the date when the quotation and its terms expire, and it will be printed
on the quotation letter.
- Right-click on the header, point to Status and click Release.
The Release Quotation dialog box is opened. Make sure the
Print Quotation Letter check box is selected.
- Click OK.
- Preview the quotation letter.
- Right-click on the header of the
Service Quotation
window and click Create New Revision. The
Create New Revision dialog box is opened.
- Enter a text for why you create a new revision in the Quotation Rev Text
field.
- Update the quotation dates.
- Click OK.
- The new revision is now created, and the maintenance orders and tasks
are inherited to the new revision.
- Click the Maintenance Orders tab.
- Navigate back to the
Maintenance Order
window, by right-clicking on the maintenance order and clicking
Maintenance Order.
- In tab General, the reference is now to the new revision
just created.
- Right-click on the header, point to Status, and click Under Preparation.
- Navigate back to the
Service Quotation
window.
- Right-click on the header and click Calculate Total Cost and Quoted
Price.
- Click the Quotation Price Details tab.
- There is now a line for each of the different cost types per task.
Amounts in this tab are presented in quotation currency, and the prices are
retrieved from the base sales part. The Price Source field indicates from
where the price is retrieved.
- Click the Quotation Totals tab.
- Each of the tasks have one line, summed up from the details tab.
- For the Bird Strike task, there is no document text attached to the
inventory sales part.
- Select the Bird Strike task, right-click and click Document Texts.
The Document Texts for Service Quotation
dialog box is opened.
- Click New.
- Enter DSQ in the Output Type field.
- Enter Bird Strike inspection for X747-900, tail number + your serial
number in the Document Text/Phrase Text field.
- Click Save and Close.
- Right-click on the header, point to Status and click Release.
The Release Quotation dialog box is opened. Make sure the
Print Quotation Letter check box is selected.
- Click OK.
- Preview the quotation letter.
- Open the
Sales
Price List window.
- Create a new record.
- Enter your customer identity + PL1 in the Price List No field, i.e., if your
student identity is 9, then this field should contain 9-6100-PL1.
- Enter EUR in the Currency field, SM-H in the Sales Price Group
field and 91 in the Base Price Site field.
- Save the record.
- Click the Valid for Site tab.
- Create a new record.
- Enter 91 in the Site field.
- Save the record.
- Click tab Unit Based.
- Create a new record.
- Enter 0.1in the Min Qty field, 70 in the Sales Price field, and
10 in the Discount Type field.
- Save the record.
- Open the
Customer window.
- Query for your customer identity.
- Click the Order tab, and then the Pricelist per Price Group
tab.
- Create a new record.
- Use the List of Values and select the sales price group SM-H in the Sales Price Group
field.
- Enter EUR in the Currency field, and use the List of Values to
select your price list in the Price List No field.
- Save the record.
- Open the Service Quotation
window, query for your service quotation, right-click and click Create New Revision.
The Create New Revision dialog box is opened.
- Enter a text for why you are creating a new revision in the Quotation Rev Text
field.
- Update the quotation dates as
necessary.
- Click OK.
- The new revision is created, and the maintenance orders and tasks
are inherited to the new revision.
- Right-click on the header of the window, and click Calculate Total Cost and Quoted
Price.
- Click the Quotation Price Detail tab. Check that prices and
discounts are retrieved from the pricelist that you defined. (If not, please
verify that the price effective date on the quotation matches the valid
dates on the pricelist, and rerun the calculation if necessary).
- Open the
Customer Agreement window.
- Create a new record.
- Enter your customer identity + AGR1 in the Agreement field, i.e., if your
student identity is 9, then this field should contain 9-6100-AG1.
- Enter your customer identity in the Customer field.
- Enter EUR in the Currency field.
- Save the record.
- Click the Valid for Site tab.
- Create a new record.
- Enter 91 in the Site field.
- Save the record.
- Click the Deal per Sales Group tab.
- Enter SM-H in the Sales Group field.
- Enter 0,1 in the Min Sales Qty field.
- Enter 20 in the Discount Type field.
- Right-click on the header and click Activate.
- Open the
Service Quotation
window, query for the service quotation, right-click and then click Calculate Total Cost and Quoted
Price.
- Click the Quotation Price Details tab. Check that prices and
discounts are fetched from the customer agreement that you defined. (If not,
please verify that the price effective date on the quotation matches the
valid dates on the price list, and rerun the calculation if necessary).