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Nov 22, 2010 at 05:27 AM

Sales Quote and Sales Order for Service Module.


Hi All,

I have a scenario with one of the customer where they have a Service Department. The customer is into installation and servicing of Air conditioning systems.

The scenario is as mentioned below:

Customer does the installation of Air Conditioning work and then provides service to the same, if contract mentioned that service is also to be provided by same team. There are also times when the customer quotes only for Servicing of the Air Conditioning in the Projects where the installation is not done by them, but a third party. In such case the customer sends his Sales Quotation for taking up the Servicing of the Air Conditioning (AMC for a year), to be provided to the principle client. If he wins the opportunity then the same will be transferred to Sales Order.

Now in SAP Business One the Service Module starts only with Service Contract and Service Warranty Templates. This is considering that the equipments are delivered by the Contractor him self. This scenario is fine.

But for equipments which are not delivered by the customer, then manual Customer Equipment Card can be prepared and then service contract created to it. But here there is a disconnect between the Quotation that they send to principle and attaching the Sales Order, if the Service Bid is won by Customer. If i need to keep a reference as to which Sales Order was received by Customer from Principle in Service Contract, there is no provision for same.

Is there any way i can do it other than creating a UDF and linking the sales order number to Service Contract and not developing any screens for same?

Require all your valuable inputs..


Rohan S. Kamble