Table of Contents

A1) Create Repair Quotation

The purpose of this section is to provide the steps for creating the repair quotation.

  1. Create a Service Quote (acts as Repair Quotation).
  2. Set Service Order Type (repair‑enabled) – enables spare part action logic.
  3. If required now (and not created via return), assign RMA (AssistEdit) unless Configure to Order Setup assigns later by Return Order.
  4. Create a Service Item Line (Item and Service Item).
  5. Assign or create Service BOM.
    • Create (or attach) a Service BOM now if you already have sufficient structural information (previous service records, production, photos, technical sheets) and want the expected component scope visible for costing and analysis.
    • Also create it now if the goal is to start (or continue) building a component‑level service history for this specific Service Item (tracking what was originally present vs. later replaced/repaired).
    • You can defer creation if the internal condition is still unknown; the BOM can be added or expanded after physical inspection / return.
  6. In the Service Item Worksheet, enter only the provisional scope for the quotation (expected components, estimated labor, preliminary surcharge / cost lines). For every provisional line, set the Spare Part Action (DM) = Analysis.
  7. Send the Repair Quotation to the customer for cost approval:
    • Ensure that all provisional lines (Spare Part Action (DM) = Analysis) reflect the estimated scope only (no execution yet).
    • Use standard Print / Send (email / PDF) functions; include any supporting documents (photos, diagnostics, historic usage).
    Note

    No inventory or cost postings occur at this stage; pricing is still adjustable until customer approval (next step).

Next Step

A2) Customer Approval (Commercial Offer Only)


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