Data Authorization Requirements for Service Quotes

• Creates and maintains service contract quotes
• Monitors service contract quotes
• Transfers service contract quotes to service contract
• Cancels service contract quotes

• Service Contract Quotes
  • Internal Sales Representative
  • Service Department
  • Enterprise Unit
  • Line of Business
• Installation Groups
• Serialized Items

Other Attributes:

• Item
• Project
• PCS Project
• Business Partner
• Sales Price List

• The employee can only see, create or modify assigned service contracts quotes.
• In the header of the contract quote:
  • The employee can only zoom to and use assigned business partners.
  • The employee can only zoom to and use assigned sales price lists.
• In the lines of the contract quote:
  • The employee can only zoom to and use assigned business partners.
  • The employee can only zoom to and use assigned installation groups.
  • The employee can only zoom to and use assigned (PCS) projects.
  • The employee can only zoom to and use assigned items.
  • The employee can only zoom to and use assigned serialized items.

• Creates and maintains service order quotes
• Monitors service order quotes
• Transfers service order quotes to service orders
• Cancels service order quotes

• Service Contract Quotes
  • Internal Sales Representative
  • Service Department
  • Enterprise Unit
  • Line of Business
• Installation Groups
• Serialized Items

Other Attributes:

• Item
• Project
• PCS Project
• Business Partner
• Sales Price List

• The employee can only see, create or modify assigned service order quotes.
• In the header of the order quote:
  • The employee can only zoom to and use assigned business partners.
  • The employee can only zoom to and use assigned sales price lists.
• In the lines of the order quote:
  • The employee can only zoom to and use assigned installation groups.
  • The employee can only zoom to and use assigned (PCS) projects.
  • The employee can only zoom to and use assigned items.
  • The employee can only zoom to and use assigned serialized items.

• Creates and maintains maintenance sales quotes
• Monitors maintenance sales quotes
• Transfers maintenance sales quotes to maintenance sales orders
• Cancels maintenance sales quotes

• Maintenance Sales Quotes
  • Internal Sales Representative
  • Service Department
  • Enterprise Unit
  • Line of Business
• Installation Groups
• Serialized Items

Other Attributes:

• Item
• Project
• PCS Project
• Business Partner
• Sales Price List

• The employee can only see, create or modify assigned maintenance sales quotes.
• In the header of the maintenance sales quote:
  • The employee can only zoom to and use assigned business partners.
  • The employee can only zoom to and use assigned sales price lists.
  • The employee can only zoom to and use assigned projects.
• In the lines of the maintenance sales quote:
  • The employee can only zoom to and use assigned installation groups.
  • The employee can only zoom to and use assigned (PCS) projects.
  • The employee can only zoom to and use assigned items.
  • The employee can only zoom to and use assigned serialized items.

• Monitors service contract quotes

• Service Contract Quotes
  • Internal Sales Representative
  • Service Department
  • Enterprise Unit
  • Line of Business

• The employee can only see assigned service contracts quotes.

• Monitors service order quotes

• Service Contract Quotes
  • Internal Sales Representative
  • Service Department
  • Enterprise Unit
  • Line of Business

• The employee can only see assigned service order quotes.

• Monitors maintenance sales quotes

• Service Contract Quotes
  • Internal Sales Representative
  • Service Department
  • Enterprise Unit
  • Line of Business

• The employee can only see assigned maintenance sales quotes.