Testing #6163 » Request Quotation Job Invoice –.md
Request / Quotation / Job / Invoice – Multiple Services Clarifications & Enhancements
1. Unit Conversion (Request → Service)
There is no clear unit conversion logic between request units and service units.
Please define and apply a proper conversion mechanism so request data correctly maps to service-level units.
2. Quotes – Service-wise Pricing Selection & Acceptance
When creating a quote with multiple services, there is no option to select pricing type per service:
Base Price or
Actual Cost
Current limitations:
Cannot select base/actual price per service in multi-service quotes.
When a quote is sent to the customer, there is no option to accept services individually or collectively.
If the customer has a query or price concern for one service, the entire quote gets blocked, even though other services are acceptable.
Expected:
Service-wise price selection (Base / Actual).
Service-wise acceptance and query handling.
3. Action History – Service-wise Tracking
Action history should be maintained per service.
If a customer performs an action related to a specific service, only that service’s action should appear in the action history.
Currently, actions are not clearly linked to individual services.
4. Invoice – Service-wise Price Display
In the Invoice Create page, when multiple services exist:
The system shows only the total final amount.
Expected:
Each service should display its individual base price or actual cost.
Showing only the total causes confusion, because adding service totals manually results in a different amount.
5. Service-wise Full Payment Option
There is no option for the customer to fully pay for a single service when multiple services exist.
Expected:
Customer should be able to fully pay for one service and proceed with that service independently.
6. Invoice Handling for Multiple Services
Currently, if a single service is accepted, a separate invoice is created.
Suggestion:
For multiple services, it is better to:
Create one invoice
Send receipt after payment
Update the same invoice as services are completed (based on priority or schedule)
This will avoid multiple invoices for the same quote.
7. Job Creation – Service-wise Product & Equipment Mapping
While creating a job:
After selecting a Quote ID and choosing one service, the system displays all products and equipment from all services.
Expected:
Only the products and equipment related to the selected service should be displayed.
There is also no option to select multiple services during job creation.
8. Duplicate Job Creation for Same Service
Issue:
A job is created for one service.
If the same quote number is selected again, another job can be created for the same service.
Expected:
Once a job is created for a service, the system should prevent duplicate job creation for that service.
9. Quote – Service-wise Additional Notes
In quotation:
Additional notes and products are shown.
But it is not clear which note/product belongs to which service.
Expected:
Service-wise additional notes and product mapping.
10. Request – Duplicate Service & Address Handling
In Request:
Multiple services can be selected, but duplicate handling is unclear.
Issues:
If a service is already selected once, it does not appear again.
Customer may want the same service at a different address, but there is no clear way to handle this.
In Request Edit:
The same service can be selected again with the same address, which should not be allowed.
Expected:
Allow same service with different addresses.
Prevent duplicate service selection for the same address.
11. Quote / Request Edit Restrictions After Completion
Once a job is completed or invoice is paid:
Quote and Request should not be editable.
Current behavior:
Even after job completion, individual services in the quote/request remain editable.
Expected:
Completed or paid services should be locked from editing.
Quote/request edits should be restricted after completion.
12. Request Edit Flow After Job or Invoice Completion
Request should not be editable after:
Job is completed
Invoice is fully paid
Editing request/quote after completion can cause data inconsistency.
13. Post-Job Review – Discount & Miscellaneous
Post-job review requires clarification for:
Discount handling
Miscellaneous charges
This needs to be reviewed and discussed with TL.
Status: Pending discussion