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Service Quotation - Calculation Required field

  • 9 June 2021
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We are using the Service Quotation functionality. We are updating costs via the Operations and Other Demands tabs (within the Work Order tab).

When performing updates which change the Cost or Selling price of a quotation, the ‘Calculation Required’ field should become ticked to indicate that the user should perform a RMB ‘Calculate Total Cost and Quoted Price’. However, there are certain actions that do not tick this box, even though the actions themselves will have an effect on the Cost and Selling price.

 

I have noted below the instances of where this box does/doesn’t tick. The end result is that users can potentially proceed with a quote, without the totals in the ‘Quotation Totals’ tab being accurate.

 

Does Tick 

Creating new line in Operations tab 

Deleting line in Operations tab 

Changing Sales Part in Operations tab 

Creating new line in Other Demands tab 

Deleting line in Other Demands  tab 

Changing the Cost field in Other Demands  tab 

 

Doesn't Tick 

Changing Planned Hours in Operations tab 

Changing Craft-id in Operations tab 

Changing the Quantity field in Other Demands  tab 

 

 

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Best answer by Nethmini Kosvinna 10 June 2021, 04:35

Hi Hwilkie,

This same behavior could be observed in APP9 IFS reference environment as well. Since you have extended support you can report this issue through a case to IFS.

Thanks,

Nethmini

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Userlevel 4
Badge +6

Hi Hwilkie,

This same behavior could be observed in APP9 IFS reference environment as well. Since you have extended support you can report this issue through a case to IFS.

Thanks,

Nethmini

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