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- Select Cards > Service Management > Service Manager.
- Select the New Call button.
- Complete the Service Call window, including assigning a task. See Creating Service Calls with One Appointment or Assigning an Equipment Record to a Service Call for information about completing the window.
- Select the Vendor Quotation button.
- In the Vendor Quote window, select the Vendor.
- The primary Address ID defaults into the window however you can use the lookup to select a different Address ID for the vendor.
- Enter or select the Expiration Date. This represents the day the request for the quote expires.
- Enter or select the Required By Date. This represents the last available date the quote from the vendor can be submitted for consideration.
- Select the Tasks button.
- In the Service Call Tasks Lists window, select a task or subtask to add this to the Vendor Quote and then click select the Select button. Continue to add tasks to the Vendor Quote, as needed.
- Enter any Comments, as needed.
- Select Print to create the Vendor Quotation Request report. Do not exit the window without printing the Vendor Quotation Request, otherwise, you will have to re-enter the data.
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