How to Use the Instruction To Quote Workflow

This article is a guide to Service Manager Instruction to Quote workflows.

This guide contains the following:

Introduction
How to Create a Service Manager Instruction to Quote
How to Respond to Service Manager Instruction to Quote
How to Respond to Service Provider Quote

Service Manager Project Order

Introduction

According to NEC:

"Project Orders are a secondary option, which are different to Service Orders as they allow the Client to instruct additional work which has a level of complexity, coordination and risk which requires a programme for its execution and which may include changes or additions to the Scope and the Price List."

We have created a new Project Order Workflow on the NEC4 FMC contract template to cater for the following clauses:

Clause 19 Service Orders
Option clause X27 Project Orders

How to Create a Service Manager Instruction to Quote

In the left-hand navigation panel, select Service Manager Instruction to Quote.

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Select Create New.

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Fill out the Instruction to Quote form by entering the relevant information.

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Select Create Draft.

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The page will refresh and you will be able to see your draft Instruction to Quote. Here, you can make any changes needed, as well as add any relevant attachments.

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Back in the Instruction to Quote Register, you will be able to see in the Status column that the Instruction to Quote is 'Not Communicated'.

To communicate the Instruction to Quote, select the draft and click the Communicate Instruction to Quote button.

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Back in the Instruction to Quote Register, you will be able to see in the Status column that the Instruction to Quote is 'Awaiting Quote'. This status will remain until the Service Provider has seen and responded to the Instruction with a quote.