User Instructions for Creating a Work Order Quote Manually

This guide walks you through the steps to create a Work Order Quote manually in Microsoft Dynamics 365 Business Central.

Step 1: Open the Work Order Quotes Page

Navigate to the Work Order Quotes page. You can access this page by selecting it through the menu or using the search bar.

Step 2: Create a New Work Order Quote

On the Work Order Quotes page, click the New button to initiate a new quote.
The Work Order Quote form will open.

Step 3: Select a Customer

Look for the Sell-to Customer No. field and click inside it.
A list of customers will appear.
Search for or locate the customer you want to add, then click on the customer’s name to select them.

Step 4: Choose Equipment

Find the Equipment Object field in the form and click inside it.
A list of equipment objects will appear.
Select the equipment you want by clicking on its name and then confirming your choice by clicking Ok.

Step 5: Specify Service Type

Look for the Service Type field and click inside it.
A list of service types will appear.
Select the service type by clicking on its name and confirm your choice by clicking Ok.

Step 6: Add a Service Description

Locate the Service Description field.
Type a description of the service or repair work (e.g., “Radiator repairs”) into the field.

Step 7: Specify Additional Details

Add the Branch and Department as required.
You can find these fields within the form. Simply type in the relevant details.

Step 8: Add Items or Services to the Quote

In the quote lines section (often displayed as a list or grid), locate the No. field to add an item or service.
A list will appear when you click inside the field.
Search for or locate the item/service you need, click to select it, and confirm with Ok.
Enter the desired Quantity in the corresponding field.

Step 9: Adjust Resource Details

If applicable, specify Type values for resources or other entries in the quote lines.
Follow the same steps to select resources or other values using the list.

Step 10: Set Document Status

Locate the Document Status field and click inside it.
A list of options will appear.
Select the appropriate status (e.g., “Pending”) by clicking on it and confirm your choice with Ok.

Step 11: Finalize the Work Order Quote

Once all the details are complete, click the Release button to finalize and mark the quote as ready for use.
Charges may populate the lines with Release of the Quote. This will be determined by setups.

You have successfully created a Work Order Quote! If you need additional help, consult your organization’s Dynamics 365 Business Central support team.