Work Order Quotes

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

1. Access the Work Order Quotes List

• Open Business Central and use the search.
• Type Work Order Quotes and select the page.

2. Create a New Work Order Quote

• Click New to start a new quote.
• Select the customer who will be billed after the quote is approved.
• Fill in key details:
  • Description
  • Asset No.
  • 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 job, 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.

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 (if needed)

• 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 Work Order from Quote

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

9. Archive Quotes

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