Page 5964 "Service Quote"
Base Application · Microsoft.Service.Document
Across versions
- BC23present
- BC241 procedures added
- BC25declaration changed
- BC26-30unchanged
Neighbourhood 9 connected objects and pages
Base Application · Microsoft.Service.Document · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Service Quote |
| SourceTable | Service Header |
| PageType | Document |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | No. | No. | Specifies the number of the involved entry or record, according to the specified number series. from the table field |
| Description | Description | Specifies a short description of the service document, such as Order 2001. from the table field | |
| Customer No. | Customer No. | Specifies the number of the customer who owns the items in the service document. from the table field | |
| Contact No. | Contact No. | Specifies the number of the contact to whom you will deliver the service. from the table field | |
| External Document No. | External Document No. | Specifies a document number that refers to the customer’s or vendor’s numbering system. from the table field | |
| Sell-to | Name | Name | Specifies the name of the customer to whom the items on the document will be shipped. from the table field |
| Name 2 | Name 2 | Specifies an additional part of the name of the customer to whom the items on the document will be shipped. from the table field | |
| Address | Address | Specifies the address of the customer to whom the service will be shipped. from the table field | |
| Address 2 | Address 2 | Specifies additional address information. from the table field | |
| City | City | Specifies the city of the address. from the table field | |
| Control9 | County | County | Specifies the state, province or county of the address. |
| Sell-to | Post Code | Post Code | Specifies the postal code. from the table field |
| Country/Region Code | Country/Region Code | Specifies the country/region of the address. from the table field | |
| Contact Name | Contact Name | Specifies the name of the contact who will receive the service. from the table field | |
| No. of Archived Versions | No. of Archived Versions | Specifies the number of archived versions for this document. from the table field | |
| General | Phone No. | Phone No. | Specifies the phone number of the customer in this service order. from the table field |
| Specifies the email address of the customer in this service order. from the table field | |||
| Phone No. 2 | Phone No. 2 | Specifies your customer’s alternate phone number. from the table field | |
| Notify Customer | Notify Customer | Specifies how the customer wants to receive notifications about service completion. from the table field | |
| Service Order Type | Service Order Type | Specifies the type of this service order. from the table field | |
| Contract No. | Contract No. | Specifies the number of the contract associated with the order. from the table field | |
| Response Date | Response Date | Specifies the estimated date when work on the order should start, that is, when the service order status changes from Pending, to In Process. from the table field | |
| Response Time | Response Time | Specifies the estimated time when work on the order starts, that is, when the service order status changes from Pending, to In Process. from the table field | |
| Priority | Priority | Specifies the priority of the service order. from the table field | |
| Status | Status | Specifies the service order status, which reflects the repair or maintenance status of all service items on the service order. from the table field | |
| Responsibility Center | Responsibility Center | Specifies the code of the responsibility center, such as a distribution hub, that is associated with the involved user, company, customer, or vendor. from the table field | |
| Assigned User ID | Assigned User ID | Specifies the ID of the user who is responsible for the document. from the table field | |
| Work Description | WorkDescription | WorkDescription |
Specifies the products or service being offered |
| Content | ServItemLine | part Page 5965 “Service Quote Subform” | — |
| Invoicing | Bill-to Customer No. | Bill-to Customer No. | Specifies the number of the customer that you send or sent the invoice or credit memo to. from the table field |
| Bill-to Contact No. | Bill-to Contact No. | Specifies the number of the contact person at the customer’s billing address. from the table field | |
| Bill-to | Name | Bill-to Name | Specifies the name of the customer that you send or sent the invoice or credit memo to. from the table field |
| Name 2 | Bill-to Name 2 | Specifies an additional part of the name of the customer that you send or sent the invoice or credit memo to. from the table field | |
| Address | Bill-to Address | Specifies the address of the customer to whom you will send the invoice. from the table field | |
| Address 2 | Bill-to Address 2 | Specifies an additional line of the address. from the table field | |
| City | Bill-to City | Specifies the city of the address. from the table field | |
| Control14 | Bill-to County | Bill-to County | Specifies the state, province or county of the address. |
| Bill-to | Post Code | Bill-to Post Code | Specifies the postal code of the customer’s billing address. from the table field |
| Country/Region | Bill-to Country/Region Code | Specifies the country/region in the customer’s address. from the table field | |
| Contact | Bill-to Contact | Specifies the name of the contact person at the customer’s billing address. from the table field | |
| Invoicing | Your Reference | Your Reference | Specifies a customer reference, which will be used when printing service documents. from the table field |
| Salesperson Code | Salesperson Code | Specifies the code of the salesperson assigned to this service document. from the table field | |
| Max. Labor Unit Price | Max. Labor Unit Price | Specifies the maximum unit price that can be set for a resource (for example, a technician) on all service lines linked to this order. from the table field | |
| Document Date | Document Date | Specifies the date when the related document was created. from the table field | |
| Shortcut Dimension 1 Code | Shortcut Dimension 1 Code | Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field | |
| Shortcut Dimension 2 Code | Shortcut Dimension 2 Code | Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field | |
| Payment Terms Code | Payment Terms Code | Specifies a formula that calculates the payment due date, payment discount date, and payment discount amount. from the table field | |
| Due Date | Due Date | Specifies when the related invoice must be paid. | |
| Payment Discount % | Payment Discount % | Specifies the percentage of payment discount given, if the customer pays by the date entered in the Pmt. Discount Date field. from the table field | |
| Pmt. Discount Date | Pmt. Discount Date | Specifies the date on which the amount in the entry must be paid for a payment discount to be granted. from the table field | |
| Payment Method Code | Payment Method Code | Specifies how to make payment, such as with bank transfer, cash, or check. from the table field | |
| Prices Including VAT | Prices Including VAT | Specifies if the Unit Price and Line Amount fields on document lines should be shown with or without VAT. from the table field | |
| VAT Bus. Posting Group | VAT Bus. Posting Group | Specifies the VAT specification of the involved customer or vendor to link transactions made for this record with the appropriate general ledger account according to the VAT posting setup. from the table field | |
| Tax Area Code | Tax Area Code | Specifies the tax area that is used to calculate and post sales tax. from the table field | |
| Tax Liable | Tax Liable | Specifies if the customer or vendor is liable for sales tax. from the table field | |
| Shipping | Ship-to Code | Ship-to Code | Specifies a code for an alternate shipment address if you want to ship to another address than the one that has been entered automatically. This field is also used in case of drop shipment. from the table field |
| Ship-to | Name | Ship-to Name | Specifies the name of the customer at the address that the items are shipped to. from the table field |
| Name 2 | Ship-to Name 2 | Specifies an additional part of thethe name of the customer at the address that the items are shipped to. from the table field | |
| Address | Ship-to Address | Specifies the address that the items are shipped to. from the table field | |
| Address 2 | Ship-to Address 2 | Specifies an additional part of the ship-to address, in case it is a long address. from the table field | |
| City | Ship-to City | Specifies the city of the address that the items are shipped to. from the table field | |
| Control20 | Ship-to County | Ship-to County | Specifies the state, province or county of the address. |
| Ship-to | Post Code | Ship-to Post Code | Specifies the postal code of the address that the items are shipped to. from the table field |
| Country/Region | Ship-to Country/Region Code | Specifies the country/region in the customer’s address. from the table field | |
| Contact | Ship-to Contact | Specifies the name of the contact person at the address that the items are shipped to. from the table field | |
| Shipping | Ship-to Phone/Phone 2 | Ship-to Phone | Specifies the phone number of the address where the service items in the order are located. |
| Ship-to Phone 2 | Ship-to Phone 2 | Specifies an additional phone number at address that the items are shipped to. from the table field | |
| Ship-to E-Mail | Ship-to E-Mail | Specifies the email address at the address that the items are shipped to. from the table field | |
| Location Code | Location Code | Specifies the code of the location (for example, warehouse or distribution center) of the items specified on the service item lines. When you select the customer and the customer has a location assigned, the value is taken from the Customer card. If the customer has no location, but a Responsibility… from the table field | |
| Shipment Method Code | Shipment Method Code | Specifies the delivery conditions of the related shipment, such as free on board (FOB). from the table field | |
| Shipping Agent Code | Shipping Agent Code | Specifies the code for the shipping agent who is transporting the items. from the table field | |
| Shipping Agent Service Code | Shipping Agent Service Code | Specifies the code for the service, such as a one-day delivery, that is offered by the shipping agent. from the table field | |
| Details | Warning Status | Warning Status | Specifies the response time warning status for the order. from the table field |
| Link Service to Service Item | Link Service to Service Item | Specifies that service lines for items and resources must be linked to a service item line. from the table field | |
| Allocated Hours | Allocated Hours | Specifies the number of hours allocated to the items in this service order. from the table field | |
| No. of Allocations | No. of Allocations | Specifies the number of resource allocations to service items in this order. from the table field | |
| No. of Unallocated Items | No. of Unallocated Items | Specifies the number of service items in this order that are not allocated to resources. from the table field | |
| Service Zone Code | Service Zone Code | Specifies the service zone code of the customer’s ship-to address in the service order. from the table field | |
| Order Date | Order Date | Specifies the date when the order was created. from the table field | |
| Order Time | Order Time | Specifies the time when the service order was created. from the table field | |
| Starting Date | Starting Date | Specifies the starting date of the service, that is, the date when the order status changes from Pending, to In Process for the first time. from the table field | |
| Starting Time | Starting Time | Specifies the starting time of the service, that is, the time when the order status changes from Pending, to In Process for the first time. from the table field | |
| Actual Response Time (Hours) | Actual Response Time (Hours) | Specifies the number of hours from order creation, to when the service order status changes from Pending, to In Process. | |
| Finishing Date | Finishing Date | Specifies the finishing date of the service, that is, the date when the Status field changes to Finished. from the table field | |
| Finishing Time | Finishing Time | Specifies the finishing time of the service, that is, the time when the Status field changes to Finished. from the table field | |
| Foreign Trade | Currency Code | Currency Code | Specifies the currency code for various amounts on the service lines. from the table field |
| Company Bank Account Code | Company Bank Account Code | Specifies the bank account to use for bank information when the document is printed. from the table field | |
| EU 3-Party Trade | EU 3-Party Trade | Specifies if the transaction is related to trade with a third party within the EU. from the table field | |
| Transaction Type | Transaction Type | Specifies the type of transaction that the document represents, for the purpose of reporting to INTRASTAT. from the table field | |
| Transaction Specification | Transaction Specification | Specifies a specification of the document’s transaction, for the purpose of reporting to INTRASTAT. from the table field | |
| Transport Method | Transport Method | Specifies the transport method, for the purpose of reporting to INTRASTAT. from the table field | |
| Exit Point | Exit Point | Specifies the point of exit through which you ship the items out of your country/region, for reporting to Intrastat. from the table field | |
| Area | Area | Specifies the area of the customer or vendor, for the purpose of reporting to INTRASTAT. from the table field | |
| FactBoxes | Documents | part Page 1178 “Doc. Attachment List Factbox” | — |
| Control1902018507 | part Page 9082 “Customer Statistics FactBox” | — | |
| Control1900316107 | part Page 9084 “Customer Details FactBox” | — | |
| Control1907829707 | part Page 9085 “Service Hist. Sell-to FactBox” | — | |
| Control1902613707 | part Page 9086 “Service Hist. Bill-to FactBox” | — | |
| Control1906530507 | part Page 9088 “Service Item Line FactBox” | — |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Quote | Dimensions | View or edit dimensions, such as area, project, or department, that you can assign to journal lines to distribute costs and analyze transaction history. | |
| Comments | View or add comments for the record. | Page 5911 “Service Comment Sheet” | |
| Statistics obsolete Pending 27.0; #if not CLEAN27 | View statistical information, such as the value of posted entries, for the record. | ||
| Statistics | View statistical information, such as the value of posted entries, for the record. | Page 6030 “Service Statistics” | |
| Customer Card | View or edit detailed information for the customer. | Page 21 “Customer Card” | |
| Attachments | Add a file as an attachment. You can attach images as well as documents. | ||
| Service Document Log | View a list of the service document changes that have been logged. The program creates entries in the window when, for example, the response time or service order status changed, a resource was allocated, a service order was shipped or invoiced, and so on. Each line in this window identifies the eve… | ||
| Functions | Create Customer | Create a new customer card for the customer on the service document. | |
| Archive Document | Send the document to the archive, for example because it is too soon to delete it. Later, you delete or reprocess the archived document. | ||
| Processing | Make Order | Convert the service quote to a service order. The service order will contain the service quote number. | |
| Prepare to print the document. A report request window for the document opens where you can specify what to include on the print-out. | |||
| Attach as PDF | Create a PDF file and attach it to the document. |
Procedures
9 local procedures, no public ones.
Triggers
OnAfterGetCurrRecord, OnDeleteRecord, OnInsertRecord, OnNewRecord, OnOpenPage
Relations
- source table Table 5900 “Service Header”
Pages and codeunits on this table
- Page 9317 “Service Quotes” (card page)
Calls
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Codeunit 365 “Format Address” (1 call:
ActivateFields → UseCounty) - Codeunit 5700 “User Setup Management” (1 call:
OnNewRecord → GetServiceFilter) - Codeunit 6477 “Serv. Document No. Visibility” (1 call:
SetDocNoVisible → ServiceDocumentNoIsVisible)
Called by
- Codeunit 6467 “Serv. Interaction Log Mgt.” (1 call:
OnBeforeShowDocument → (object)) - Codeunit 6469 “Serv. Payment Registration” (1 call:
ShowServiceHeaderRecords → (object)) - Codeunit 99000842 “Service Line-Reserve” (1 call:
OnLookupDocument → (object))
Recent changes
- 2026-10-06 #12290 Remove CLEAN27 from Service Management (main, BC30, refactor)
Documented on Microsoft Learn
Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Service Quote"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.