Service Quotes

Service quotes are a standard Microsoft Dynamics 365 Business Central feature. For more information, see the Microsoft Dynamics 365 Business Central documentation.

• Work with Service Contracts and Service Contract Quotes
• Change the Annual Amount on Service Contracts or Contract Quotes

Service Quotes List

Use this page to review the list of service quotes in Microsoft Dynamics 365 Business Central. Only the records that belong to the entities to which you have access appear in the list.

List Fields

This page contains the following MEM fields: 

MEM Fields

Field	Description
Entity Code	Displays the entity code for the line.
Global Dimension Code	Displays an additional global dimension for the line.

Service Quote Card

Use this page to create and edit service quotes.

Add Service Quote

To add a service quote, follow the steps in the Microsoft Dynamics 365 Business Central documentation, and incorporate the following: 

1. From the Service Quotes List , select New.
2. In the Select an Entity dialog, select the Entity Code, and select OK.
   The number series cannot be edited.
3. Complete all other boxes as needed.
4. For each line you add, select the Entity Code and Global Dimension Code. The default values are from the header, which you can change as needed.

When adding the customer number, service item number or item number, you can access only the records that belong to entities to which you have access. Multi-Entity Management security is set up on the Multi-Entity Management Setup.

Card Fields

This page contains the following MEM fields: 

Service Fields Table

Field	Description
General
Entity Code	Select the entity for the record. You can change the entity to any entity to which you have access. The default value is your default entity that you selected in My Settings. If you did not set up the default entity, the default entity is first entity in the list that you have access.
Global Dimension Code	Select the global dimension for the record.
Lines
Entity Code	Select the entity code for the line. The default value is from the header. Required.
Global Dimension Code	Select the global dimension code for the line.
Location Code	Select the location code for the line. This value is required only when Inventory Posting is Entity from Location on the Multi-Entity Management Setup.

Card Actions

This page contains the following MEM fields: 

Field	Description
Lines
Line > Resource Allocations	Opens the Resource Allocations page. Resources are visible and can be added based on the resource security settings from the Multi-Entity Management Setup and MEM Master Security pages.
Line > Service Item Worksheet	Opens the Service Item Worksheet.
Functions > Create Service Item	Creates a service item on the selected line. The service line is attached to the entity specified on the line.
Quote > Service Lines	Opens theService Quote Lines page. In the Lines of the worksheet, the Entity Code and Global Dimension Code are available for each service item line.