Fleet Maintenance Quotation

A fleet quotation prices services and parts for one piece of equipment before the work is ordered.

Where

Fleet Maintenance › Order › Fleet Maintenance Quotation

Who uses it

The fleet workshop advisor

When

Before the work

Needs first

Equipment, Fleet Service

What it is for

Lines are on two tabs:

• Services: picking a service fills its resources (open Resources on the line) from the Fleet Service for this equipment.
• Items: parts.

Tax is worked out per line for the posting date. The totals panel shows cost, sale and profit for services and items, and the tax-inclusive total.

The quotation posts nothing. A Fleet Maintenance Order copies its lines that are not yet on an order.

Every field in plain words

Totals. The Total button (or the totals panel) shows Gross Amount, Discount Amount, Net Amount, Tax Amount, Amount Including Tax, Service Cost, Item Cost, Total Cost, Service Sale, Item Sale, Total Sale, Service Profit, Item Profit, Service Profit %, Item Profit %, Total Profit %. They are worked out from the lines and cannot be typed.

General

Field	What it means	What to put
Quotation	The code or number of this record	A short unique code, or the next number when a number range is set up. Required. Cannot be changed once saved
Posting Date	The date of the document	A date. Taxes on the lines are worked out for this date. Required. Cannot be changed once saved
Controller	The person in charge of the job	Pick from the responsible persons list

Account Information

Field	What it means	What to put
Customer	The customer the work is for	Pick from the customer list. Required
Name	The customer name	Fills in from the customer. Required
Customer for Invoice	The customer the invoice goes to, when it is not the same as the customer	Pick from the customer list

Equipment Information

Field	What it means	What to put
Equipment	The vehicle or machine of the fleet	Pick from Equipment. Required
Name	Name of the equipment	Fills in by itself. Required
Notes	A note on the document	Free text

Currency Information

Field	What it means	What to put
Currency	The currency of the prices	Pick a currency. Required
Exchange Date	The date the exchange rate is read for	A date. Required
Exchange Rate	Rate from the document currency to the company currency	Fills in from the rates for the exchange date; change it if your rate differs. Required

External Reference

Field	What it means	What to put
Customer Order No.	The customer's own order or job number	Free text, for example the customer purchase order number
Customer Order Date	The date of the customer's order	A date
Service Center	The workshop or service center doing the work	Pick from Service Center
Site	The site	Pick a site
Warehouse	The warehouse	Pick a warehouse

Estimate Date

Field	What it means	What to put
Estimate Start Date	When the work is expected to start	A date
Estimate End Date	When the work is expected to finish	A date
Estimate Start Time	Expected start time	A time
Estimate End Time	Expected finish time	A time

Actual Date

Field	What it means	What to put
Actual Start Date	When the work really started	A date
Actual End Date	When the work really finished	A date
Actual Start Time	Actual start time	A time
Actual End Time	Actual finish time	A time

Services

Column	What it means	What to put
Service	The fleet service (job)	Pick from Fleet Service
Name	Name of the service	Fills in by itself
Required Date	When the line is needed	A date
Standard Hours	Standard hours for the operation	A number of hours
Price	Price per unit before discount	An amount
Gross Amount	Quantity times price	Calculated
Discount Amount	Discount on the line as an amount	An amount, or leave it to the percentage
Discount %	Discount on the line as a percentage	A percentage, at most 100
Net Price	Price per unit after discount	Calculated
Net Amount	Line amount after discount	Calculated
Tax Group	Tax group of the line	Pick a tax group. With the tax zone it decides the tax lines
Tax Zone	Tax zone used to find the tax rates	Pick a tax zone
Resource	Resources of the service line	Open it; it fills in when the service is picked
Line Text	A note on the line	Free text

Items

Column	What it means	What to put
Item No	The item (part or material)	Pick an item
Name	Name of the item	Fills in by itself
Unit	Unit of measure	Pick a unit
Required Date	When the line is needed	A date
Quantity	How many	A number greater than zero
Price	Price per unit before discount	An amount
Gross Amount	Quantity times price	Calculated
Net Price	Price per unit after discount	Calculated
Net Amount	Line amount after discount	Calculated
Tax Group	Tax group of the line	Pick a tax group. With the tax zone it decides the tax lines
Tax Zone	Tax zone used to find the tax rates	Pick a tax zone
Line Text	A note on the line	Free text

How to configure it

The columns shown follow Fleet Maintenance Setting.

Scenarios

• A transport company asks the price of a gearbox overhaul. Quote the overhaul service and the parts; when accepted, copy it into an order.

What it is connected to

• Fleet Maintenance Order
• Lists and reports - Fleet Quotation report.

If something looks wrong

• Lines are missing when the order copies. Lines already on an order are not offered again.