WO Quotation—Exercises

Basic Data Setup

Work Types

Purpose: The purpose of this exercise is to show you how to set up the work types required for the following exercises.

Windows:
Work Order and PM Basic Data/Work Types

  1. Create a new work type.

General exercise for Work Types

Maintenance Organization

Purpose: The purpose of this exercise is to show you how to set up the basic data required for the following exercises.

Windows:
Organization Basic Data/Maintenance Organizations

  1. Create a new maintenance organization.

General exercise for Maintenance Organization

Quotation Statistical Codes

Purpose: The purpose of this exercise is to show you how to set up the quotation statistical codes required for the following exercises.

Windows:
Work Order and PM Basic Data/Quotation Statistical Codes

  1. Enter a new quotation statistical code.

General exercise for Quotation Statistical Codes

Required Data

Standard Job

Purpose: The purpose of this exercise is to familiarize you with the required data used in the exercises below.

Windows:
Separate Standard Job

  1. Create a separate standard job with material and operation rows.

General exercise for Standard Job

Main Exercises

Purpose: The purpose of these exercises is to show you how to create a work order quotation with some vital complementary data, such as equipment object, customer, and customer agreement. You will also create a work order from quotation with all required data.

Windows:
Prepare Work Order Quotation
Follow Up on Work Order Quotation

Prepare WO Quotation

  1. Open the Prepare Work Order Quotation window.
  2. Create a new work order quotation (F5).
  3. Enter an appropriate number for this revision.
  4. Enter a short description of this quotation in the Description field.
  5. This quotation will be valid for 30 days. Enter the date on this quotation.
  6. If you need to write a more detailed description of this quotation, you can do so in the Quotation Text field.
  7. Save the new quotation (F12).
  8. Click the Customer tab.
  9. Select the customer 3000 Pulp and Paper Mill. from the List of Values (F8).
  10. Save the new customer information (F12).
  11. Click the Prepare tab.
  12. Enter a short directive in the Directive field.
  13. Enter the equipment object ID using the List of Values (F8) (make sure that the Connection Type's value is EQUIPMENT).
  14. Save the new object information (F12).
  15. In the table below, create a new record (F5). In the Object ID field, select the object OF-111-CO-001 Copy Machine. from the List of Values (F8).
  16. Save the new information (F12).

WO from Quotation

  1. Open the Prepare Work Order Quotation window, and click the Prepare tab.
  2. Create a new work order from this quotation (F5).
  3. Select the object for which you want to make a quotation (OF-111-CO-001 Copy Machine).
  4. In the Reported By field, select the signature of the person who created the work order from the List of Values (F8).
  5. Connect a standard job to this work order using the List of Values (F8).
  6. Enter a brief description of  the work to be performed.
  7. Select the maintenance organization that will be responsible for the work order (1300 Service Department) from the List of Values (F8).
  8. Enter a work type using the List of Values (F8).
  9. Save the new work order (F12).

Note: On the Prepare tab, you can find the Operations, Materials and Tools and Facilities tabs, where you will see that the standard job values have been copied.

Print Quotation

  1. Now that you have finished preparing your quotation, the next step is to print it. Right-click and then click Preview Quotation to review the quotation before printing. 
  2. After reviewing, right-click and then click Print Quotation and then Change Status.

Note: To follow up on a work order quotation, you should print it first. 

  1. The status is now set to Printed. Right-click and then click Follow Up, to change the status.

Follow-up on Quotation

  1. Open the Follow Up on Work Order Quotation wizard.
  2. Enter the correct quotation ID.
  3. In the Quotation Accepted list, specify whether the quotation is accepted or rejected.
  4. If you decide to accept the quotation, click Yes and then click Next. When you accept the quotation, the quotation status is set to Confirmed, and the work order's status is set to Observed. Click Finish.
  5. If you decide to reject the quotation, click No and then click Next. Enter a quotation statistical code indicating why you rejected the quotation. Use the List of Values to find an appropriate code. Optionally, enter a more detailed description in the Note field. Click Finish.