Follow these steps to add service details to quotations.
Open the Quotations form (QMQUOT).
Query for the quotation for which to add service details.
Click the Services tab. Datastream 7i displays the Services page.
Line—Enter the quotation line number. The default line numbering is 1, 2, 3, etc.
Type—Click to select the service line type. Select one of the following options:
SF (Fixed price) or ST (Hours from service)—Select if the service references a work order activity that is flagged for external services. If you select SF, you must enter a Work order or create a work order or work order activity.
SH (Contractor hire)—Select if the service will be completed by contract. If you select SH, you must enter a Trade. You cannot enter a Work order or Equipment if you select SH.
Requisition—Click to select a requisition to attach to the quotation. Datastream 7i obtains all relevant information from the requisition.
Work order—Enter the work order number if the service is designated for external services (SF or ST).
Trade—Click to select a trade.
Task list—Click to select a task if the service will be contracted.
Units—Enter the number of units requiring service, and then enter a unit of measure in the adjacent field, e.g., 1000 (units) square feet.
People required—Enter the number of people required to complete the service.
Delivery address—Click to select the address for the service requisition.
Hours requested—Enter the number of hours requested for the service.
UOM—Enter the purchase unit of measure.
Conv factor—Enter the conversion factor if the purchase unit of measure is different than the delivery unit of measure.
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Double-click in Total amount to view price, currency, and exchange rate information. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database. Datastream 7i updates the quotation header when you save data records.