User Instructions for Creating a Work Order Quote from the Call Center

This guide walks you through the steps to create a work order quote from the Call Center in Dynamics 365 Business Central. Follow the instructions below step-by-step for a smooth process.

Step 1: Navigate to the Call Center list

  1. Open the system and go to the Call Center section. You can find it using the search function or selecting it from the menu.

Step 2: Search for the desired record

  1. Use the Search bar in the Call Center list to type in relevant keywords (e.g., the name of the client or associated record).
  2. The list will filter as you type.

Step 3: Open the selected record

  1. Click on the record you want to view to open its details.

Step 4: Select an item from the Equipment Objects list

  1. Scroll down to the Equipment Objects section within the selected record.
  2. Select the row you want to work with.

Step 5: Create a Work Order Quote

  1. With the row highlighted, click on the Create Work Order Quote button.

Step 6: Confirm creation of the quote

  1. A confirmation prompt will appear. Click Yes to confirm.

Step 7: Assign a Service Type

  1. In the Work Order Quote form, locate the Service Type field.
  2. Click the dropdown menu in this field to open the selection list.
  3. Choose the appropriate option from the list by clicking on it.

Step 8: Add a branch location

  1. Click on the Branch field.
  2. Enter the code or name of the branch where the work order will be executed.

Step 9: Specify the details for the lines

  1. Scroll to the Work Order Quote Lines section.
  2. In the first row, click into the Number field.
  3. Use the dropdown or enter the item number manually.
    • If the Select list appears, choose the item or resource group you want to use.
  4. In the Quantity field, enter the required number (e.g., 2).
  5. Repeat these steps for additional rows as needed.

Step 10: Specify the document status

  1. Locate the Document Status field in the form.
  2. Click the dropdown menu to open the list.
  3. Select the appropriate status for the document and confirm.

Step 11: Release the quote

  1. On the Work Order Quote page, click the Release button to finalize the quote.
  2. Charges may populate the lines with Release of the Quote. This will be determined by setups.

Your work order quote is now created and released. You can repeat the process for additional quotes as needed.

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