Details

Data Source: WOPQD

To open the Details tab, click the Details tab from the Customer - Quote Header tab, or click a Job Code in the Quote Segment section.

The Details tab allows you to create a new service work order quote.

The following information fields appear on the Details tab:

Field Description
Reference Number The quote reference number.
Customer Name

The name of the customer.

Note:  If the quote is created for a miscellaneous customer, the name specified in the Ship To field on the Customer - Quote Header tab will appear.
Location The location that the quote was created for.

The following fields appear on the Details tab:

Field Description
Stock Number

The stock number and description of the unit associated to the quote.

Note:  If ? appears in this field, no stock number was entered on the Customer - Quote Header tab.
Status

The status of the segment, which represents the type of work being performed; either Customer, Internal, or Warranty.
Technician The id of the technician assigned to the work order segment.
Type

The type code for the segment, which represents the type of service to be performed.

Note:  Valid type codes are listed and configured on the Types screen.

Note:  This field may be mandatory depending on the systems setup.
Reason

The reason code for the segment, which represents the reason for the repair.

Note:  Valid repair codes are listed and configured on the Reasons screen.

Note:  This field maybe mandatory depending on the systems setup.
Quote Whether or not the work order is a quote. Holds the work order to the specified amount quoted.
Estimate Whether or not the work order is an estimate. Allows you to estimate the amount of the work order not holding the work order to the specified amount.
Labor Apply Tax 3 Whether or not the Tax 3 code will apply to the labor being added to this segment.
Labor Apply Tax 4 Whether or not the Tax 3 code will apply to the labor being added to this segment.
Start Date

The day the work on the work order is scheduled to start.
Estimated Completion Date

The estimated day the work order will be completed.

Note:  This field will be mandatory if the Mandatory Est Compltn Hrs/ Date switch is activated in the CMBR3 table of the green screen application.
Job Code Number

The job code number, which will import the basic description and required hours for the segment.

Note:  Once a job code has been entered, only Add On Hours associated with the job code may be added to the segment.

Note:  In the absence of a Job Code Number, NA (Not Applicable) can be used.

Note:  You can import multiple job code numbers to the same work order segment.
Make/Model

The manufacturer of the unit.

The model number on the unit.
Quantity The number of times the work is to be performed. If left blank the field will default to 1.
Rate Code

The rate code for the segment, which can determine the default labor rate/hour.

Note:  Valid rate codes are listed and configured on the Rates screen.

Note:  For more information about default labor rates, see the About Default Labor Rates topic.

Note:  If the rate code that is used has an hours multiplier and a job code has been entered, the add on hours display will include the hours multiplier in the total. If no job code is entered, the multiplier does not apply. If a valid job code and labor quantity also has been entered, the add on hours will be multiplied by that quantity.
Rate/Hour

The default labor rate per hour for this segment if no rate per hour is entered when posting hours.

Note:  For more information regarding the default labor rate/hour, see the About Default Labor Rates help topic.

Hours The amount of labor hours estimated for the service to be completed.
Add on Hours Any additional hours that need to be added on to the work order.
Job Code Description A brief description of the job code, as it appears on the Job Code Details screen
Description

A description of the work to be performed for the segment.

Note:  If multiple job codes are imported, each job code description, job code, job code hours, and total amount of hours for all imported job codes will appear in the Description field.
Complaint A description of a complaint related to the work order, if applicable.
Cause A description of what caused the original complaint.
Correction A description of how the complaint was corrected.

Click the Quote Options link and select Mass Change to apply a mass change to all segments on the quote using the Update Work Order Quote screen.

Click the Quote Options link and select Mass Copy to copy the selected segment details in to a new set of segments using the Copy Segments screen.

Click the Stock Number to open the Equipment Profile of the selected unit.

Click the Click here to copy job code description link to copy the selected job code's description into the Job Code Description field.

The following buttons allow you to complete your work on the Details tab:

Button Function
Save Saves the quote.
Save & Close Saves the quote and returns to the Work Order Quoting screen.
Totals Displays the totals for the various categories on the quote segment and allows you to override them.
Close Closes the Default tab and returns to the Customer - Quote Header tab.