Defining services price information for quotations

Edit services information on a quotation.

To define services price information for quotations:

  1. Open the Quotations form.
  2. Select the quotation for which to define services, and then click the Services tab. The system automatically populates Type, WO-Activity, Task, Trade, Hours Requested, and Due Date.
  3. Not Offered—Select if the service is not offered by the supplier.
  4. Price—Enter the price of the service, and then update the currency of the price in the adjacent field.
  5. Exchange Rate—Enter the exchange rate for the currency.
  6. Freeze Rate—Select to set the Exchange Rate as permanent.
  7. Delivery Date—Enter the requested delivery date for the service.
  8. Tax Code—Enter the tax code that applies to the service.
  9. Tax Code 2—Enter a secondary tax code that applies to the servicee.
    Note: If there are two tax codes, the system calculates the total tax based on the two tax codes entered by adding the amount to be taxed for each code to the price of the service.
  10. Click Submit.