SM Work Order Quote Approval / Unapproval Form
Use the SM Work Order Quote Approval/Unapproval form to approve/unapprove work order quotes.
The name of this form changes depending on the access method:
The SM Work Order Quote Approval title displays when you click the Approve button in SM Work Order Quotes for any quote with a status of "New".
The SM Work Order Quote Unapproval title displays when you click the Unapprove button in SM Work Order Quotes for any quote with a status of "Approved".
Before you can approve a quote, it must meet the following requirements:
Quote must be assigned a valid customer, service site, and service center
Quote must be have a status of New
Scopes with a Pricing Method of T-Time and Material must have a valid rate template assigned
Scopes with a Pricing Method of F-Flat Price must specify a Price and have revenue breakdown defined
If this criteria is not met, a message displays upon clicking Approve indicating what information is invalid or missing. If all criteria is met, the system generates a work order, with one scope for each quote scope. Tasks defined for the quote scopes are set up for the work order scopes and miscellaneous cost detail becomes work completed miscellaneous lines (with a Provisional status) on the work order. In addition, the system sets the quote status to Approved.