Some service organizations let customers review the cost of repairs before they are made, especially for expensive items. The customer sends the item to the service center, or a field engineer reviews the item at the customer’s site. The engineer estimates the labor, expenses, and parts required to repair the item.

This detailed estimate is a call quote. Call Quote Maintenance (11.1.1.7) is an entry point to the same frames used in CAR.

When you create a quote for an item defined in Service Item Maintenance (11.3.7), you can use the repair, PM, and installation BOM and routing for labor and item details.

After you enter the details of a quote, Call Quote Maintenance displays a summary similar to the summary frame of Call Invoice Recording (CIR) of the pending invoice amounts. A simulated invoice is created.

Date entry is similar to Call Maintenance. If there are contracts in effect for the end user, a pop-up window displays them. When you select a contract, call price list from the contract defaults into the Price List field and the contract number into the Contract field.

After entering an item requiring repair, the system fills in the item details which you can modify. Frames display for recording labor, expenses, and items to be consumed during the repair.

If there is a default repair BOM and routing, the items and operations load into the detail frames for this quote. You can modify the items and quantities.

You can create general allocations if this quote is likely to become a call and inventory is limited. In the Item Usage Detail screen, you enter the amount in the quantity allocated field.

These frames summary the cost of the proposed service and the amount to bill to the customer.