Enter a Derived Flat Price Work Order Quote Scope

You can enter Derived Flat Price scopes for a work order quote when you want the price derived from detailed estimates (equipment, labor, misc, and material entries) entered for the quote.

  1. Open the SM Work Order Quote form and select the quote to work with.
  2. In the Seq field (in the lower section of the form):
    • If you are entering information for an auto-added work order scope, skip to the next step.
    • If manually adding a work order scope, enter N or +.
  3. If applicable, use the Scope field to enter the predefined work scope that represents the requested work or press F4 to select from a list of valid work scopes.
  4. From the Due drop-down, select 0-By if this quote sequence is due by a specify date or 1-Within if due within a given date range. Leave blank if not specifying a due date.
  5. If you selected 0-By from the Due drop-down, enter the 'due by' date in the second date box.

    If you selected 1-Within from the Due drop-down, enter the beginning date in the first date box and the ending date in the second date box.

  6. In the Call Type field, enter the call type.
  7. In the Detail text box, enter a description of the service request / problem.
  8. In the Division field, enter the division of the service center that is responsible for completing the work to be done.
  9. If applicable, enter the customer's PO number in the Customer PO field. If left blank and the service site or customer requires a customer PO, the system displays a warning, but allows you to save the record.
  10. If the quote scope is related to an agreement, enter the agreement in the Agreement field.
  11. From the Price Method drop-down, select D - Derived Flat Price.
    The system disables the Price field. The system populates this field once you add entries to the Material, Equipment, Labor, and/or Misc tabs.
  12. In the Rate Template field, enter the rate template for this quote scope.
  13. Use the tax fields (Tax Source, Material Tax Override, Tax Type, and Tax Code) to enter tax information for this quote scope.
    For more information about each field, see the F1 help.
  14. If you are ready create a work order scope from this quote scope, select the Approve Seq check box.
    When you approve the work order quote, only quote scopes with this check box selected are approved and included on the generated work order.
  15. Enter detailed cost estimates for the quote scope.
    This step is required to generate a Price for the quote scope.
    Note: Once you enter detailed cost estimates, the system auto-generates split revenue entries for the quote scope in SM Flat Price Revenue. Although you can view the entries (by clicking Split), you can only modify the values by changing the appropriate cost estimates.