Round Quotes

Step-by-Step Guide: Creating and Managing Round Order Quotes

1. Access the Round Order Quotes List

• Open Business Central and use the search (Alt+Q).
• Type Round Order Quotes and select the page.

2. Create a New Round Order Quote

• Click New to start a new round quote.
• Select the customer who will be billed after the quote is approved.
• Fill in key details:
  • Description
  • Asset No. (for cost center allocation)
  • Category Code
  • Priority Code

3. Add Checklists and Instructions

• Attach relevant checklists to guide technicians and ensure all required tasks are quoted.
• Add instructions for the round, if needed.

4. Add Resources, Items, and Expenses

• Add lines for:
  • Resources (labor)
  • Items (materials)
  • Expenses (additional costs)
• Enter quantities and prices for each line.
• Expenses are copied to Round Orders created from the plan.

5. Set Pricing Method

• Choose between Time and Material or Fixed Price for the quote.
• The selected pricing method will be used when creating the invoice.

6. Configure Addresses and Parameters

• Select the shipping and billing address:
  • Sell-to Address
  • Alternative Shipping Address
  • Custom Address
• Add any additional parameters or asset parameters as needed.

7. Send for Approval

• Use the Send for Approval action to route the quote through your workflow.
• Approval workflows can be customized in the Maintenance Invoicing Setup.

8. Create Round Order from Quote

• Once approved, use the Create Round Order action to generate a round order from the quote.
• All details, checklists, and instructions are transferred to the new round order.

9. Archive Quotes

• Quotes can be archived manually or automatically, based on your setup.
• Archived quotes are available for review and audit.