Defining services price information for quotations

Edit services information on a quotation.

To define services price information for quotations:

  1. Select Purchasing > Quotes > Quotations.
  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. Specify this information:
    Not Offered
    Select if the service is not offered by the supplier.
    Price
    Specify the price of the service, and then update the currency of the price in the adjacent field.
    Exchange Rate
    Specify the exchange rate for the currency.
    Freeze Rate
    Select to set the Exchange Rate as permanent.
    Delivery Date
    Specify the requested delivery date for the service.
    Tax Code
    Specify the tax code that applies to the service.
    Tax Code 2
    Specify a secondary tax code that applies to the service.
    Note: If there are two tax codes, the system calculates the total tax based on the two tax codes specified by adding the amount to be taxed for each code to the price of the service.
  4. Click Submit.