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

Create Manual Cost Estimate

  1. Open the Service Quotation window and query for the service quotation you created in the Creating Service Quotation from Maintenance Order exercise.
  2. 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.
  3. Right-click on the header and click Calculate Total Cost and Quoted Price.
  4. 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.
  5. 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.
  6. Click Save.
  7. Note that the Manually Adjusted check box has been selected. It will remain this way until the next recalculation.
  8. In the General tab, enter a note in External Notes about what this quotation is about. This note will appear on the quotation letter.
  9. 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.
  10. 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.
  11. 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.
  12. 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.
  13. Click OK.
  14. Preview the quotation letter.

Calculate Quotation Based on Prepared Operations

  1. Right-click on the header of the Service Quotation window and click Create New Revision. The Create New Revision dialog box is opened.
  2. Enter a text for why you create a new revision in the Quotation Rev Text field.
  3. Update the quotation dates.
  4. Click OK.
  5. The new revision is now created, and the maintenance orders and tasks are inherited to the new revision.
  6. Click the Maintenance Orders tab.
  7. Navigate back to the Maintenance Order window, by right-clicking on the maintenance order and clicking Maintenance Order.
  8. In tab General, the reference is now to the new revision just created.
  9. Right-click on the header, point to Status, and click Under Preparation.
  10. Navigate back to the Service Quotation window.
  11. Right-click on the header and click Calculate Total Cost and Quoted Price.
  12. Click the Quotation Price Details tab.
  13. 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.
  14. Click the Quotation Totals tab.
  15. Each of the tasks have one line, summed up from the details tab.
  16. For the Bird Strike task, there is no document text attached to the inventory sales part.
  17. Select the Bird Strike task, right-click and click Document Texts. The Document Texts for Service Quotation dialog box is opened.
  18. Click New.
  19. Enter DSQ in the Output Type field.
  20. Enter Bird Strike inspection for X747-900, tail number + your serial number in the Document Text/Phrase Text field.
  21. Click Save and Close.
  22. 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.
  23. Click OK.
  24. Preview the quotation letter.

Use Pricelist on Service Quotation

  1. Open the Sales Price List window.
  2. Create a new record.
  3. 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.
  4. Enter EUR in the Currency field, SM-H in the Sales Price Group field and 91 in the Base Price Site field.
  5. Save the record.
  6. Click the Valid for Site tab.
  7. Create a new record.
  8. Enter 91 in the Site field.
  9. Save the record.
  10. Click tab Unit Based.
  11. Create a new record.
  12. Enter 0.1in the Min Qty field, 70 in the Sales Price field, and 10 in the Discount Type field.
  13. Save the record.
  14. Open the Customer window.
  15. Query for your customer identity.
  16. Click the Order tab, and then the Pricelist per Price Group tab.
  17. Create a new record.
  18. Use the List of Values and select the sales price group SM-H in the Sales Price Group field.
  19. Enter EUR in the Currency field, and use the List of Values to select your price list in the Price List No field.
  20. Save the record.
  21. 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.
  22. Enter a text for why you are creating a new revision in the Quotation Rev Text field.
  23. Update the quotation dates as necessary.
  24. Click OK.
  25. The new revision is created, and the maintenance orders and tasks are inherited to the new revision.
  26. Right-click on the header of the window, and click Calculate Total Cost and Quoted Price.
  27. 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).

Use Customer Agreement on Service Quotation

  1. Open the Customer Agreement window.
  2. Create a new record.
  3. 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.
  4. Enter your customer identity in the Customer field.
  5. Enter EUR in the Currency field.
  6. Save the record.
  7. Click the Valid for Site tab.
  8. Create a new record.
  9. Enter 91 in the Site field.
  10. Save the record.
  11. Click the Deal per Sales Group tab.
  12. Enter SM-H  in the Sales Group field.
  13. Enter 0,1 in the Min Sales Qty field.
  14. Enter 20 in the Discount Type field.
  15. Right-click on the header and click Activate.
  16. Open the Service Quotation window, query for the service quotation, right-click and then click Calculate Total Cost and Quoted Price.
  17. 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).