Submitting quotes

Every work order contains a Not To Exceed, or NTE amount. This is the maximum amount of money that your customer has authorized you to bill them for the work. This value is checked by the Invoicing app when you submit the invoice for the work. Some customers may prevent you from submitting an invoice whose total exceeds the corresponding work order's NTE amount. Others may allow you to submit the invoice but then later reject it as being too expensive.
You can check WorkOrder.Nte.Amount value. If NTE value is 0, no limit is applied.

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Currency

Different work orders might have different currency. NTE inherits a currency value from a work order. Check WorkOrder.Currency field to get currency of a work order. It is represented as ISO 4217 alphabetic currency code.

Increasing NTE

A customer can change NTE amount at any time.

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WebHook notification available

For information about details of the notifications, see Quote changed and NTE changed.

If the work cost exceeds the NTE limit, you can submit a quote by calling the PUT /api/workOrder/quoteSubmit method.
NTE limit is not increased instantly, it is increased only after customer's approval.
As a result, WorkOrder.Nte.Quote is changed, and contains the following values:

• Amount - requested amount
• Comment - reason of increase
• QuoteStatus - Submitted value.

You can make these changes to your work order data locally, or get the latest data via GET /api/workOrder method.

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Important

• A quote can be submitted only once. To resubmit a quote, the customer must reject already submitted quote even if it was approved.
• A quote cannot be submitted for work orders in Rejected and Recalled statuses.

Submit a quote with line items

You can submit a quote with quote line items. To get a lit of available quote list items call the GET /api/invoice/pricelist method, similarly to when Working with linte items

Quote approval

If a customer decides to approve your quote, WorkOrder.Nte.Quote value is changed as follows:

• Amount - a requested amount
• Comment - a reason of increase
• QuoteStatus - Approved value.

WorkOrder.Nte.Amount becomes equal to WorkOrder.Nte.Quote.Amount.

Quote rejection

A сustomer can reject a quote in Approved or Submitted statuses. As a result, WorkOrder.Nte.Quote.QuoteStatus value becomes Rejected, and you can submit a new quote.

Quote request

To increase a quote one more time, a customer needs to reject the approved quote, and then you can submit a new quote.
Check if WorkOrder.Nte.Quote is available and WorkOrder.Nte.Quote.QuoteStatus is Requested.

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Quote Status

The status of a quote can also be reviewed by calling the GET /api/workOrder method and reviewing the WorkOrder.Nte.Quote entitity.