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Navigation – Menu > Fleed.ai > Transaction > Price Assessment Form
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Sections of the Price
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Assessment Form
The Price assessment form is divided into three sections:
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It also determines that the data in subsequent fields, such as customer, asset and price list, is filtered based on the selected organization. This ensures that users only see relevant data tied to the specific organization, improving accuracy and consistency in pricing, service selection throughout the process.
👉 By default, Login organization will appear in the organization parameter.
Sales Quotation
The Sales Quotation parameter in the Price Assessment Form offers two key functionalities:
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Upon selecting the relevant price list, the prices for tasks and spare parts in Section 2 (the task details section) are automatically fetched, but only if their prices are linked in the selected price list. This ensures that users have access to accurate pricing information necessary for generating sales quotations and field service requests.
👉 Users can also alter or change the prices for tasks and spare parts in the task details section. This flexibility allows users to adjust pricing as needed to reflect specific customer agreements, discounts, or other considerations while generating sales quotations and field service requests.
Task and Pricing Details
The middle section of the form indicates the Task and Pricing Details Section, where users can view detailed information about the tasks, spare parts, charges, their associated prices, and applicable taxes.
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In the Task Details Section, as shown in the image, the user can view the following information:
Task Name: A list of selected tasks.
Quantity: The quantity of tasks, spare parts, or charges.
Price: The price of each task and spare part.
Tax: The applicable tax rate (e.g., GST 18%, GST 5%) for each task and spare part.
Tax Amount: The calculated tax amount for each task and spare part based on the tax rate.
Total Amount: The sum of the task/spare-part price and the tax amount.
Action: Options to add additional spare-parts or charge (via the "+"
icon) or delete a task or spare part or charge (via the trash 
icon).
👉 Spare parts to be consumed from the Warehouse which is selected at the organization level and from the locator which is marked as default.
Additionally, the Grand Total is displayed at the top right, reflecting the total cost including taxes.
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A new pop-up screen will open asking the user to fill in the necessary details to create the Field Service Request. The fields include:
Document Type - Choose the type of service request (e.g., repair, maintenance).
Priority - Select the urgency or priority of the request (e.g., Critical, high, medium, low).
Problem - Specify the issue or problem that requires service from the drop-down options.
Expected Date - Set the expected date for the field service.
Description - User can add any additional details or instructions regarding the service request
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👉 While creating field service request, those document type will be visible whose document base type is Field service Request.
After filling the details in these fields, click on the Save button to create the Field Service Request. System will give a pop-up message that the Field Service Request Created Successfully.
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The Price Assessment Form will display all details, including customer info, tasks, spare parts, prices, taxes, and document numbers for the Sales Quotation and Field Service Request, providing a clear summary after their creation of request and quotation.
👉 Through the Price Assessment Form, Field Service Request will be created in “Quotation Generated” status.
Once the Field service Request is created, user can check the Field service Request on the web.For this, Navigate to Field Service Request Screen.
Menu > Feeld.ai > Transaction > Field Service Request
Search for the field service request document number.
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Other Functionality of Price
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Assessment Form
Download Sales Quotation
After creating the Sales Quotation and Field Service Request, the user can download the details in a PDF file by simply clicking on the Download button located in the action buttons section. This allows the user to save or share the document for further use.
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