Setting up the Service Call Quote module involves the following:

Step 1: Create a

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Quote Pricing Matrix

A quote pricing matrix is the markup percentage applied to estimated costs in each cost category to arrive at the billing amount.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Quote Pricing.
2. Enter a Quote Pricing Matrix and Quote Pricing Description.
3. Enter a markup percentage for each cost category in the Percent Markup column. You can apply labor percentages to labor subcategories or to the entire labor amount.
4. Select Save.

Step 2: Assign the

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Quote Pricing Matrix to a

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Division

If a quote pricing matrix is assigned to a division, it defaults from the division assigned to the call when creating a quote.

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