When you create a quote for items defined in Service Item Maintenance (11.3.7), you can use the repair, PM, and installation BOM and routing for labor and item details. Operations defined in the routing can be loaded in the Labor/Expenses detail. Items specified on the BOM can be loaded into the Item Usage frame.

Using service BOMs and routings streamlines data entry for standard repair sequences. You can customize the sequence for the quote.

When the quote is released to a call, you can decide if you want item usage records copied into Call Activity Recording. If you copy the detail, the engineer can simply adjust the existing records to reflect the work performed during the repair. However, if you plan to order items for the call with material orders and load them as item usage, you can choose not to copy the usage records during the release process.

See Service Structures and Routings.