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Fields
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Description
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Record Type
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Always set to Estimate.
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Work Order
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Work Order number. This is a lookup to an existing Work Order in ServiceMax.
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Line Type
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Indicates if this estimate is for Parts, Time, or Expenses.
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Product
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Name of the product estimated to be used in the Work Order. This is a lookup to an existing Salesforce product record.
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Serial Number
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ID of the installed product estimated to be used in the Work Order. This is a lookup to an existing installed product record in ServiceMax.
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Expense Type
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Type of expenses likely to be incurred, if the line type is Expenses.
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Estimated Qty
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Quantity of part, time, or expenses to be used. This is context-sensitive. For example: Quantity for Travel expense might be 500 (miles).
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Estimated Price
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The unit price for this estimate item. Total estimate price for the line is calculated by multiplying estimated price and estimated quantity.
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Work Description
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An assessment of work to be performed or additional details about the line type.
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Include in Quote
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Indicates if this expense is covered by a warranty/contract, or should be quoted to customer for approval.
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