Setting up Service Call Quotes

Setting up the Service Call Quote module involves creating a quote pricing matrix and assigning this to a division.

Step 1: Create a Quote Pricing Matrix

A quote pricing matrix is the markup percentage applied to estimated costs in each cost category to arrive at the billing amount.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Quote Pricing.
2. Enter a Quote Pricing Matrix and Quote Pricing Description.
3. Enter a markup percentage for each cost category in the Percent Markup column. You can apply labor percentages to labor subcategories or to the entire labor amount.
4. Select Save.

Step 2: Assign the Quote Pricing Matrix to a Division

If a quote pricing matrix is assigned to a division, it defaults from the division assigned to the call when creating a quote.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Divisions.
2. Enter a Division.
3. Use the lookup to select a Quote Pricing Matrix.
4. Select Save.