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Service Quotation in Accepted Cannot be Revised

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We are on Apps10 IEE, UPD9, fairly recently upgraded from Apps8.

The inability to revise an ‘Accepted’ quote from Service Quotation is presenting quite an issue for us.
Once the Estimate has been ‘Accepted’, there is no way to create a revision. This has been confirmed by IFS multiple times and we’ve received no communication that they have a plan to change this in the future in Apps10. 
Has anyone found a workaround for this restriction? 

Secondary issue, not having a Work Task or Work Order until ‘Accepted’ is creating multiple issues for us as well. Anyone happen to have run into the same issue and found a reasonable solution/workaround?

Thanks.

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Best answer by Thilini Kumarasinghe 18 May 2022, 19:45

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Thilini Kumarasinghe
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Hi Bridget,

 

I did some knowledge search regarding this topic and came across below information. This explanation confirms what you have mentioned about the primary issue - not being able to revise an accepted quotation.

 

Explanation:

 

First, the service quotation in App10 does not reflect the exact Work order quotation in Apps8. RnD has developed it to support broader requirements. 

To explain it a bit more, quotation in App10 has the ability of defining  quotation rules  on your work scope (Work order) and once the quotation is  Accepted  those rules will be applied throughout the work order invoicing process. For example, 
-    If the rule is set as  Fixed Quoted Price  then the work order invoices a  Fixed quoted price  regardless of what you consumed
-    If the rule is set as  Estimate  then quoted price is given based on the planning lines and the work order will be invoiced based on what you consumed. 
-    Then it is also possible to apply an invoice rule for the quoted price and invoice based on this rule.

Therefore, creating revisions on Accepted quotation or adding more scope to the work order and re-quote is identified as functional enhancement.

 

I have entered this request in Community - Ideas section.


Alternative solution for both primary and secondary issue:


1.    Create a work order in  Prepare Work order  window and add the planning lines
2.    Then Create a Quotation from it (now you have created work orders below accepting the service quotation - might answer your secondary issue)
3.    In the service quotation, make sure the  Estimate  check box is applied on Work order.
4.    Calculate the quotation totals and print the quotation letter and send it to the customer
5.     Release  the quotation if the customer would like to proceed with it.
6.    Then you can execute the work while the work order is connected to  Released  quotation
7.    If you find more work scope, then  Reject  the existing quotation (this will disconnect the quotation from the work order)    
8.    Then add more scope in to the same work order and create a new service quotation. 
9.    Continue from step 3-8 until you finalize the scope.
10.    Then  Accept  the quotation and process with Invoicing on one same work order 

 

Please see whether this alternative solution works for the customer.


 

Best Regards,

Thilini

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
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I tried leading the users through Prepare Work Order and then to Quotation originally and they were not responsive to it for a couple of reasons. I can see if that’s changed. Thank you for the info. This does not actually solve our Accepted issue, however. An Estimate is Accepted when the end-user agrees to the service. There really doesn’t seem to be another status that would represent this well. While we are servicing the machine (on-site, cal lab, or repair lab) something else is identified. Cal becomes repair for example or parts are needed on the Work Order and we need to get the original Estimate amended. We always use Estimate.

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