Creating a Vendor Quotation Request

Use the Vendor Quote window to create a Quotation Request based on the tasks that are assigned to the service call. The Vendor Quotation Request information is not stored in the system.

1. Choose Cards > Service Management > Service Manager.

2. Choose the New Call button.

3. Complete the Service Call window, including assigning a task. See Creating Service Calls with One Appointment or Creating Service Calls for One Piece of Equipment for information about completing the window. 

4. Select the Vendor Quotation button.

5. In the Vendor Quote window, select the Vendor. 

6. The primary Address ID defaults into the window however you can use the lookup to select a different Address ID for the vendor.

7. Enter or select the Expiration Date. This represents the day the request for the quote expires.

8. Enter or select the Required By Date. This represents the last available date the quote from the vendor can be submitted for consideration.

9. Select the Tasks button.

10. In the Service Call Tasks Lists window, select a task or subtask to add this to the Vendor Quote and then click the Select button. Continue to add tasks to the Vendor Quote, as needed.

11. Enter any Comments, as needed.

12. Select Print to create the Vendor Quotation Request report. Do not exit the window without printing the Vendor Quotation Request, otherwise you will have to re-enter the data.

Buttons on this window

• Clear
  Clears the window of all data, including the selected Vendor and Tasks.

• Tasks
  Opens the Service Call Tasks Lists window so that you can select a task or subtask to add to the Vendor Quote.

• Remove
  Removes the selected task or subtask from the Vendor Quote window.

• Reset
  Not in use.

• Print
  Generates the Vendor Quotation Request report.