Create service quotation for a task

Hi Kasun,

Could you please let me know what is the product version?

Regards,

Thilina

Hi Kasun,

Please see the below test plan:

1. Create a work order with 2 work tasks.

2. Create a service quotation.

3. Now click on service quotation.

4. Click on work task you don't want to include.

5. Now delete it.

Now, the service quotation can be used for the relevant work.

I hope you got the answer you need.

Regards,

Thilina.

Hi ​@TLAKLK ,

Thank You. This is 24R2

This is the Test plan.

1. The 1st Task created is in WorkDone status as the engineer has completed it.
2. Then he creates the 2nd task for additional work.

Next I create the Quotation then as you said then if I try to delete it, see below.

I cannot delete it as it is a WorkDone Task. Here I dont need to include the totals from 1st task as it is already done as agreed but for the second task only.

How to handle this? This is crucial in Our business but I dont see a way to handle it.

Thank you,

Kasun

Hi Kasun,

What are the cost types included in the work task 897?

Regards,

Thilina.

Hi ​@TLAKLK ,

Those are normal reportings sich as Personal that comes from time reportings, Material usages etc.

Thanks,

Kasun

Hi Kasun,

Please invoice/close all the time reports and material orders in the work task. Then, finish the work task and remove it from the service quotation.

Regards,

Thilina.

Hi ​@TLAKLK ,

Unfortunatetly in customer business this is not possible. They do invoice the customer once the full job is completed but not task by task. As you can see now the job is incomplete as we have further things to do in Task 2 so they cannot be invoiced as the work is not completed.

Any other way of handling this? This is a basic requirement in general business I wonder why it cannot be handled even in the latest Cloud? Its not correct to put the job already done in a quotation again but only the work to be done should be included. Atleast it should be looking the Task status so workdone tasks are not included in the Quotation.

Thank you for helping.

Regards,

Kasun

Hi ​@Mayura Wasantha or ​@skullk , Is this something you can comment from RnD point of view.

Many Thanks,

Kasun