Create a quotation

Condition: The request is in the status "Running" and you have accepted the request.

How to accept a request can be read here: Accept / Reject request

Select one of the task lists on the start page (e.g. "requests running") and select the desired one by double-clicking on it. The process is then loaded and displayed.

Click on the "Create quotation" button under the "Quotations" tab. The template for creating and submitting the quotation opens.

The template for creating and sending the quotation opens. Upper part of the quotation creation window (Header data):

Lower part of the Quotation creation window (Items list - Services):

You can find more information on the status of a quotation here: Status of a Quotation

Hint:

Once you have clicked on the "Create quotation" button, the process is created. Therefore, the button "Create quotation" is inactive and can no longer be selected again. If you leave the request and, for example, want to continue processing the quotation later, return to the "Quotations" tab and click on the already created data record with a double click.

Button bar of the Items list:

The following functions are available in the button bar under the Services section: