Signature 2019/2018 R4 (18.2)
Signature 2019/2018 R4 (18.2)
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Setting up Service Call Quotes

Setting up the Service Call Quote module involves the following:
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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. Choose 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. Choose 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. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Divisions.

  2. Enter a Division.

  3. Use the lookup to choose a Quote Pricing Matrix.

  4. Choose Save.