Hi,
Wondering if anyone has experience of a similar requirement of being able to quote for a Service using PACKAGE Parts? I need the Quotation creator to not have to enter the Package Components individually.
Processes I’ve tried so far:
- Service Quotation to Request. Downfall of this is that the Service Quotation does not support Package Parts. Meaning that the users would have to manually enter each package component to quote for a job which isn’t the ideal.
- Sales Quotation with a Package Part Line then create Customer Order. Then Customer Order create Request (from CO Header). Information pulls in from the Customer Order to the Request and Scope etc. HOWEVER, my the Customer Order Lines (containing the package parts) do not appear in my Materials tab on the Request Work Task.
Any insights or advice would be appreciated! Thanks